Don Coxe has updated his popular webcast on November 6. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on Don’s photograph.

Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.

The video clips below provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead.

US: Retailers, health care

There still are 60 S&P companies left to report earnings, but markets will kick off against a backdrop of weaker jobs and mixed data. Major retail names will release results, and there’s also key legislation from Capitol Hill.

Europe: Barclays, Vodafone, A-B InBev

As telecom operators report results, Spain will be one of the main markets investors focus on. Barclays and A-B InBev also will report third-quarter results.

Asia: Economic data front and center

Chinese economic data will be front and center in Asia. Beijing will report inflation and trade

Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

Part 1: Rogers sees brief dollar rally He says he has increased his dollar holdings in anticipation of a rally in the US currency, but the dollar is still broadly set for a lasting decline.

Click here or on the image below to view the video clip.

Part 2: Rogers still a China bull He says he’s not buying Chinese stocks, but sees the renminbi rising despite its effective peg to the dollar.

Click here to view the video clip.

Part 3: Rogers backs commodities for the long run. He says he’s fully expecting another leg up in commodities, and that real assets represent

Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

Part 1: Rogers sees brief dollar rally He says he has increased his dollar holdings in anticipation of a rally in the US currency, but the dollar is still broadly set for a lasting decline.

Click here or on the image below to view the video clip.

Part 2: Rogers still a China bull He says he’s not buying Chinese stocks, but sees the renminbi rising despite its effective peg to the dollar.

Click here to view the video clip.

Part 3: Rogers backs commodities for the long run. He says he’s fully expecting another leg up in commodities, and that real assets represent

The video clips below provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead.

US: Employment, autos, rates

Jobless numbers, auto-sales figures and an FOMC meeting are due in the first week of November. Then there’s the progress of the health-care overhaul in Washington and more.

Europe: BOE meeting, UBS results

The Bank of England may take steps to buy up to 50 billion pounds more of assets on Thursday to help the UK escape recession. Earnings are due from UBS, BNP Paribas, Societe Generale, Total, Adidas and Deutsche Telekom among many others.

Asia: Carmakers in focus

Toyota, the world’s largest carmaker by sales, and

Rewind the movie to before the stock market lows of March 9: stocks down, corporate bonds down, commodities and gold down, emerging-market currencies down, safe havens in fashion, including the US dollar and government bonds. In short, risky assets closed sharply lower over the past few days as concerns mounted over the outlook for central bank policy and the sustainability of the global economic recovery, with investors only warming momentarily to the US emerging from recession as shown by the Q3 GDP report (announced on the 80th anniversary of Black Tuesday, October 29, 1929).

Cameron Brandt, senior analyst of fund tracker EPFR Global, said (via the Financial Times): “Good corporate earnings - viewed in recent weeks as fuel for a sustained recovery - are currently being regarded as ammunition for policymakers looking to close the fiscal and monetary stimulus taps.”

Adding to the economic uncertainty, Chuck Butler

Don Coxe has just updated his popular webcast, reflecting his latest outlook on (shaky) financial markets. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on Don’s photograph.

Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.

This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Randall Forsyth (Barron’s): Reflation trade shifting into reverse? October 27, 2009. Risk assets ranging from stocks to commodities to currencies seem to be faltering after being floated on a sea of liquidity.

• Doug Kass (TheStreet.com):   My “fast money” recap, October 28, 2009. I saw some emerging technical signs of market weakness that could override seasonal strength, including three failed rallies in the past week, a contracting number of new highs on the New York Stock Exchange, a breakdown in the Dow Jones Transportation Average and, generally, stocks have begun to sell off on good and bad news. … asked how vulnerable the market was over the short to intermediate term if I used the quantitative models that

Please welcome Paul Judd to the Trader’s Blog stage where he will present to you a very interesting trick…BONDS ARE GOOD! Paul should know as he’s dedicated the last 14 years to treasury bonds where he’s learned the in’s and out’s that we should all take a look at! So please read the article below, visit Paul’s Blog here, and let the comments fly!

====================================================================

I can take a position in the bond market prior to the release of an economic report. Once the report is released, I can close out my position and take profits. Cash is King!

Not so if you are a long-term investor in stocks.

A popular slogan used by many “salespeople” on Wall Street is to buy and hold for the long term. However, not only is your money tied up for years but also holding for the long term doesn’t necessarily mean you will make a

Don Coxe has just updated his popular webcast - good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by clicking on Don’s photograph.

Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.