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Tag Archives: commodities

Week End Blog – Draghi & OPEC ruin Santa Rally

December 11, 2015by jsblokland Leave a comment

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? […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Draghi Delusion

December 4, 2015by jsblokland Leave a comment

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, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Commodity Blues hits Investor Sentiment

November 13, 2015by jsblokland 1 Comment

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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Commodity Collapse!

July 24, 2015by jsblokland 2 Comments

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 […]

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FINANCIAL MARKETS, MACRO

Alternatives? Forget About Hedge Funds, Think Farmland, Instead

May 28, 2014by jsblokland Leave a comment

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 […]

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  • Yikes (part II after initial jobless claims)! US retail sales unexpectedly fell 0.7% in December. 0.0% was expected. https://t.co/Omm7wT4OcY 7 hours ago
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