Tag Archive: Gold

The Big Short – No One Really Knows What Is Going On

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Photo courtesy of Mr KC Kan, on a mission in Nepal.   This post was published first in http://www.ezfx.com and reproduced with permission.   I watched The Big Short for the first time… Continue reading →

Wake Me Up When September Ends – The Uncertain Days Ahead and Gold

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Some days you will wake up in the morning and feel like you have not a single care in the world and nothing you can possibly do about anyway in our global problems;… Continue reading →

1H16 Market Thoughts : Did Somebody Die ?

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With worries mounting daily, the latest being BREXIT fears, markets are mighty lucky mass hysteria has not broken out for the lack of a potential  hard landing for the global economy. Putting a… Continue reading →

GOING FOR GOLD

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** I would sound pretty irrelevant or even irreverent if I did not mention… Continue reading →

Bonds In Conversation : Pulling Out All The Stops And The Aftershocks

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Yes. It is the 40th anniversary of Jaws, the movie. It been a week of dropping JAWS for sure, staring aghast at the Chinese stock meltdown and the subsequent breathtaking rally that surely… Continue reading →

Ignore The Geopolitical Risks – AUD, S&P 500 and Gold

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Why we should ignore geopolitical risks ? Because nothing really happened in all the previous scares we had, central banks will make sure everything will be ok and globalisation has raised the stakes… Continue reading →

Asset Inflation Except Gold And Silver

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Gold and Silver are the worst performing asset class this year. Corn has lost out by a mile too but who’s counting ? All this talk about asset inflation got me thinking about… Continue reading →

Beyond Exuberance – Pre Default Edition

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It is an irony that Nobel prize for economics had to go to Robert J. Schiller on a mad, mad day. http://uk.finance.yahoo.com/news/nobel-prize-robert-shiller-predicted-212310295.html Markets acting out the work that he has done on irrational… Continue reading →

The Last Time America Defaulted

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There is chatter on the street this morning on a budget deal being worked out in Capitol Hill. I guess it is hard to ignore your Klout score for the GOP as the… Continue reading →

Trading Blind – Unsupervised Markets As Regulator Shuts Down

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The CFTC is shutting down most of its operations too, leaving a skeletal crew to supervise the whole wide world of the markets out there. “a bare minimum level of oversight and surveillance… Continue reading →