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