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Road Map to Ruin
Budget deficits in “good” times, build-up of government debt Few countries’ (GER, NED) exports […]
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Greece: Two Bail-outs and a Funeral
Here we go again. Another bail-out. [Sigh.] I’ll try to make this as entertaining and […]
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Gold and stocks love inflation, right?
In theory, stock prices react positively to inflation. You can explain that with the balance […]
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Sector momentum table 2011-06-17
Each week we test major asset classes for the strength of their momentum. We check: […]
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Asset momentum table 2011-06-17
Each week we test major asset classes for the strength of their momentum. We check: […]
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ETF: Beware of systemic risk
This is a topic I should have paid more attention to earlier: systemic risk in […]
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Is this a buying opportunity?
The earthquake and nuclear situation in Japan has triggered a sell-off in the equity markets. […]
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The Fed has run out of options – is it bluffing?
Tuesday we have US mid-term elections, and Tuesday-Wednesday the FOMC (Federal Open Market Committee) meeting. […]
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Gold takes a breather – US Mint to sell some Eagles
First serious setback in the gold price since quite some time (from a record-high $1,363 […]