Dec 19, 2014
I personally would prefer to stay away from all that is not dollar denominated and/or U.S. located investments as long as there do not appear clear signs of stabilization starting taking hold in many places in the world and above all in Europe, which is certainly not the case today.
Dec 16, 2014
For long-term investors as well as speculators in oil and oil-related investments, “time” could become relatively short as everything depends on the speed of the oil price descent.
Dec 12, 2014
Please keep also in mind that very low oil prices, if we come to that, will have positive as well as negative consequences.
Dec 9, 2014
I’m convinced we are bound for a 1930s-style currency war that, if it occurs, will create widespread damaging chaos.
Dec 5, 2014
There is no doubt that China is “slowing” and the country still will have to face meaningful adjustments and deep structural reforms on its path to becoming a top economic and financial player in the world in the years ahead, but we aren’t there yet.
Dec 2, 2014
“Every medal, which includes the one of substantial lower oil prices, has two sides.”
Nov 28, 2014
Next year will be challenging year for the markets everywhere and where one big “Black Swan” event, which is a metaphor that describes an event that comes as a surprise and that has a major impact, could set everything on its head.
Nov 25, 2014
I don’t think it’s an overstatement to say we can observe a certain relation pattern that has recently developed between: firstly the ECB policy; secondly the dollar flows as observed in New York and thirdly the performance of a selected commodities like the gold, oil, etc.