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Before highlighting some memorable quotes from market commentators during the past week, let’s briefly review the week’s ups and downs on the basis of a few bar charts. Worries of the recent credit market turmoil diminished during the week as weak economic news was interpreted as ammunition for further interest rate [...]
This is a rather quickly-compiled version of this regular weekly posting, but it nevertheless includes a few super quotes, as I have been spending most of the past two days on airplanes crisscrossing Europe. And this is also the reason for having been rather quiet with new content on the blog. But [...]
My bullish stance on gold is old hat by now, but that does not take anything away from my excitement to keep riding this profitable play. I have also for a while been favoring gold bullion relative to US industrial stocks, actually relative to most mature-market equities. As a matter of [...] More on this topic (What's this?) Scary: Why China is Buying Gold Like Mad (Learn Mining News, 1/30/12) Gold and Silver Are Headed for Record Highs (Wealth Daily, 1/31/12) Why the Gold Slump is Not Over (Investment U, 1/9/12)
One of the most perplexing and widely-debated financial issues is whether the US economy will experience the dreaded R (= recession) in the current cycle. Highly-regarded Asha Bangalore of Northern Trust argues that the sharp downturn in US private residential investment is pointing to a downswing in US GDP growth. She [...] More on this topic (What's this?) U.S. Economy 2012 Forecast: Where to Find the Biggest Gainers and Avoid the Biggest Losers in Thi... (Money Morning, 12/23/11) Poll Misses Point: Washington and Wall Street Partners in Blame for Bad U.S. Economy (Money Morning, 10/19/11) Agriculture Making a Comeback in the U.S. Economy (Investment U, 12/5/11)
Dober dan (“hello”) from Ljubljana, capital of Slovenia, right in the heart of continental Europe. This must surely rate as one of the most delightful cities in the world – from its natural beauty to its all-embracing cultural emphasis to its vibrant café society. Is it a coincidence that the word “love” [...]
I will be visiting Ljubljana (Slovenia), Prague (Czech Republic) and Geneva (Switzerland) during the course of this week. If you happen to be in these areas and want to discuss money-making opportunities and share a cup of coffee (or glass of wine), please contact me. There are still a few gaps on the itinerary [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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