Webcast: Commodities – reasons to be a bull when everyone’s a bear
Source: http://www.investmentpostcards.com/2009/05/02/webcast-commodities-%e2%80%93-reasons-to-be-a-bull-when-everyone%e2%80%99s-a-bear/Posted on Saturday, May 2nd, 2009 | In Commodities, Market Commentary
More than a decade ago, Alan Greenspan coined the term “irrational exuberance” to warn of stock prices which had risen too high during the tech bubble. Today, according to US Global Investors, a similar hysteria of “irrational pessimism” is holding commodity prices hostage. “While there are a number of headwinds negatively affecting near-term prices, there are also several reasons to remain bullish,” said the company.
US Global Investors has just produced a very informative webcast, featuring CEO Frank Holmes and members of the company’s natural resources team.
The discussion covers:
• The impact of a global slowdown on resource investments.
• Inflation or deflation? Which will it be and how will it impact commodities?
• What can we expect from China and other BRIC nations?
Click here to view the presentation.
Source: US Global Investors, April 21, 2009.
Last 5 posts by Prieur du Plessis
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Alan Greenspan, Cape Town, China, Commodities, Frank Holmes;, investment postcards, Market Commentary
 About Prieur du Plessis (http://www.investmentpostcards.com)
Prieur du Plessis has 25 years’ experience in professional investment research and portfolio management. More than 1,000 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns. He has also published a book, Financial Basics: Investment. Prieur is chief executive and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and other African countries. Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental IndexTM methodology in the Pan-African area. Prieur is 52 years old and lives with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His recreational activities include long-distance running, motor cycling, traveling and reading. |
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