Category Archive: Finance
EC Don’t Get Hung Up On Bull/Bear Labels
Gold is probably immersed in a multi-decade bull market containing cyclical bull and bear markets. We can be sure that a cyclical bear market began in 2011, but did this bear market come to an end in December of 2015? In other words, did a new cyclical gold bull get underway in December-2015? I don’t […]
5 Top-Ranked China Stocks To Buy As Growth Surges In Q1
In what comes as welcome news to an economy in transition, China’s GDP has increased for a second consecutive quarter. The pickup in growth experienced during the first quarter of the year was largely attributable to an increase in industrial production, credit growth and a booming real estate sector. With consumption contributing more strongly toward […]
Sensex Trades In The Green; PSU Stocks Lead Gains
After opening the day on a positive note, share markets in India have continued the momentum and are trading comfortably above the dotted line. All sectoral indices are trading on a positive note. Stocks in the power sector and stocks in the PSU sector are leading the gains. The BSE Sensex is trading up by 83 points (up 0.3%), and the NSE Nifty is trading […]
Trading The French Elections With EUR/USD – 4 Scenarios
The first round of the French Presidential elections is held on Sunday, April 23rd, and the stakes are very high. Opinion polls in the past week have been showing an open 4-way race. Any two of the four leaders can make it into the second round. Here is some background towards the highly anticipated race, followed by four scenarios. […]
Smart Vs Dumb Money – Which One To Opt For?
If you are raising money, you may encounter the phrases ‘smart’ and ‘dumb money’, as a way to describe different types of investors. As an entrepreneur, you may wonder: which is better for me. Should I try to get smart or dumb money? The first thing to keep in mind is that typically capital seems […]
Trade Of The Year – Part II
<< Read Part I: A Short History Of The Post-WWII Oil price, From A Technical Perspective Is the Economy at the cusp of the next recession? Or maybe worse? Part II takes a look at the macroeconomic backdrop for the trade of the year. Spoiler alert- it’s not a pretty picture, but don’t think doom and […]
How Likely Is It That Both Stocks & Bonds Would Both Go Into A Bear Market At The Same Time?
Won’t bonds correlate with stocks in a bear market next time round with rates at historically low levels and likely to go up? Written by Ben Carlson (awealthofcommonsense.com) That is a good question but before getting to my thoughts on how likely it is that both stocks and bonds crater together, let’s look at the historical track record of a […]
HH The Philippine Peso Squeeze
In the first quarter, the Philippine peso depreciated against the US dollar. Internationally, this was attributed to President Duterte’s policies. In reality, it has a lot to do with the expected US rate hikes. But there is a reason why misguided geopolitics now overshadows Philippines. In the recent quarter, the Philippine peso depreciated by 0.88 […]
Gold Slips On Profit Taking
Gold prices edged lower on Monday as investors took profits from a recent rally that pushed the market to the highest level in five months. U.S. stock markets reversed some of the steep losses witnessed last week, making gold less attractive. Gold’s surge last week was fueled by heightened geopolitical risks and President Donald Trump’s […]
The Bear’s Lair: How Do We Fix Finance?
National Economic Council Director Gary Cohn, formerly President of Goldman Sachs, startled markets last week by suggesting that the United States should re-impose the Glass-Steagall division between commercial and investment banking. That is probably desirable on balance, but the U.S. and global financial system was already a mess when Glass-Steagall was removed in 1999. We […]
