Negative Yields – A Flight to Safes!
Here’s a quick blog devoted to everything that is going on in the bond markets right now. As you must have noticed, bond yields are collapsing around the globe. Again! […]
Tag Archives: Gold
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 […]
Seven Charts on Market Behavior in September
September is upon us! This means we are entering the calendar month that’s considered by many as the cruelest for equities. And this year, as a ‘bonus’, it follows an […]
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 […]
Week End Blog – A Week of Gold & Currencies
This week in financial markets was a lot about gold and currencies. In what was considered a sideshow for quite some time, the upcoming Swiss gold referendum suddenly made its […]
Week End Blog – With Slow Growth, Oil Scares and Currency Wars
The Euro zone only grew 0.2% in the third quarter, and yet this was a positive surprise. And to make clear just how slow growth has been, that same 0.2% […]
Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!
Another hectic week in financial markets is almost behind us, with Russia making the headlines once again. Renewed tensions in the Ukraine, crumbling oil prices and fears of recession resulted […]
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 […]
WEEK END BLOG – China, Gold and Bitcoin
Although we can be certain that Chinese economic growth will be between 7% and 7.5% this year, the way we get there is very uncertain. Recent macro data have been […]
Bitcoin on Wall Street? A Roller Coaster Ride
Recently, bitcoin has become a hot topic. The number of news items that cover bitcoin is growing relentlessly. A lot of this attention results from the fact that bitcoin is […]
