In today’s weekly wrap, we make reference to freshly released research from Canada’s RBC suggesting that China looks to hold an approximate 20%...
Yesterday, The Reserve Bank of India (RBI) cut its repo rate (the level at which the central bank lends to commercial banks) by 50 basis points...
We don’t generally focus in detail on topics related to price manipulation but occasionally news is released that is thought provoking regardless...
Rate Hikes Historically No Threat to Gold We wrote yesterday about the 30% market segment that is currently betting on a rate rise this month and...
Whilst bets on a September US rate hike are now down to 30%, that is still nearly a third of the market betting it will happen despite the...
As these markets get more and more strung out we start to see more telling signs of what may be in store. Back in early August we brought to your...
It’s been a rough week for the Australian economy. We’ve see a ‘surprisingly’ weak GDP print of just 0.2% for the last quarter or 2% for the...
After shedding nearly 60 points or 3% Tuesday night, the S&P 500 regained 35 last night or 1.8%, ironically spurred along by more poor economic...
In the first of the scenarios we discussed yesterday, we touched on the correlation between rising Discount Rates in the US courtesy of the Fed...
Yesterday and in Friday's Weekly Wrap we discussed the development of China dumping US Treasuries (bonds). An Article Greg Canavan which is...
People are nervous. They are looking for signs everywhere. At the end of last week US markets rallied on one Fed member talking down a September...
There have been a couple of core themes of our daily writings with regard to investment and protection of wealth. Firstly is that since the GFC...
Last week we wrote of investment legend Stand Druckenmiller’s $300m bet on gold...
On Friday we touched on the effect of Quantitative Easing (money printing) on US shares. Last week Vern Gowdie of The Daily Reckoning wrote a...
There are so many warning signs of a financial crash being close it would be foolish to ignore even one of them. They are many and varied but...
We’ve been known to reproduce famous billionaire fund manager George Soros’s quote on how to make ‘real’ money from time to time. As a reminder:...
Last night typified the unprecedented financial market environment we find ourselves in. Courtesy of ZeroHedge the following charts tell a...
Two widely respected economists talk about periods of ‘hot money’ fleeing risky assets into safe assets. John Exter is the ex Vice President of...
In the context of a gold price struggling in the face of the ‘imminent’ US rate rise, foreign currency strategist David Bloom recently had this to...
Markets are still reeling from the shock move by China to lower its currency peg to the USD by 1.9%. That might not seem like much but in the...
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