Revenge of the old economy
Prices in the real economy are lagging far behind prices on the financial markets. But with a historic amount of stimulus, focused increasingly on an ‘old school’ recovery, a catchup […]
Tag Archives: commodities
Week End Blog – Draghi & OPEC ruin Santa Rally
Did I post that blog on December returns two weeks ago? Arguing that December offered the best average return and lowest risk? Well, that’s working out quite nicely, isn’t it? […]
Week End Blog – Draghi Delusion
It had to happen at some point. And last Thursday it became reality. Draghi disappointed markets by lowering the ECB deposit rate by ‘just’ 10 bps and by ‘only’ extending, […]
Week End Blog – Commodity Blues hits Investor Sentiment
What started as a friendly week, turned out to be an ugly one, instead. Another leg down in commodity prices triggered investor pessimism, which was reflected in falling equity prices […]
Week End Blog – Commodity Collapse!
EUREKA! No Greece in this Week End Blog. But commodities are collapsing. Copper, gold, oil, they are all down. Just a few commodities have seen their prices increase since the […]
Alternatives? Forget About Hedge Funds, Think Farmland, Instead
Yesterday, I tweeted a graph of the Liv-ex Fine Wine index, generally considered as the benchmark index for red wine investments (specifically, Bordeaux red wine). It showed that wine prices […]
