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thanks for the heads up i appreciate it. Could i be right in saying that another way of looking at this is the market is potentially looking for a future decrease in interest rates? Could it be due to some short term funding period? ie does this regularly occur at this time of the year...

i tried but it doesnt work, its a PDF with some form of security which doesnt allow physical printing as well.:(

Some other interesting gossip for you gold bugs: From the FT: the Rand Refinery in South Africa has seen a recent surge in demand for Kruggerrands from overseas wholesalers. The usual buy orders are for around 2000 coins at a time. But apparently there has been desperate buying by some...

Goldman Sachs came out with a chart today in its morning research note for the ASX300 based on PROSPECTIVE PE, ie rather than historical like the above chart. (the document wont allow me to cut and past, so i cant reproduce it here) It shows that we are currently trading on a prospective PE...

Yes its definately a risk. Not so much no credit, but that credit growth will be contrained. And credit growth has been a fundamental driver of global sales for several years running up to the GFC. I mentioned this in my strategic outlook 2008, and continue to hold this as a risk in my...

We HAVE been here numerous times before, just not to the same severity. Each time the market recovery moves in the same basic cycle. The first stage share prices increase rapidly, nobody at first believes the recovery which is why the share price profits are so significant in this stage...

Winston i'm a bit surprised with you on this statement. You know how PE is calculated. What happens when the 'E' is based on bottom of the cycle earnings. With earnings recovering, the 'E' can increase substantially therefore the PE drops with constant prices.

Note to self: start learning different investment methodologies, before spousing stuff that i dont understand.

oh this is really a killer. i havent had such a good laugh in ages. You willy nilly quote buffet. HAVE YOU HEARD WHAT BUFFETT said about gold: he cant understand why people travel around the world, spend money to dig it up, and then bury it somewhere else in the world.:D I love it when...