Feb 10, 2016
The Fed doesn't have a clue! - I allege that not only because the Fed appears to admit as much (more on that in a bit), but also because my own analysis leads to no other conclusion.
Feb 3, 2016
"Stocks beat gold in the long run!" is a 'rallying cry' to buy stocks we have heard lately that gets me riled up. It’s upsetting to me for two reasons: first, an out of context comparison, in my opinion, misguides investors. It might be the wrong assertion in the short to medium term.
Jan 13, 2016
Each time I hear someone suggest investors should 'stay the course' as markets tank, I fear such well-intentioned advice fails to adequately capture the predicament investors are in.
Dec 2, 2015
Investors might want to take precautions before, rather after, bad things happen to one’s portfolio.
Oct 13, 2015
While some continue dancing, the music might have already stopped: are we already in a bear market in stocks? In this context, we study past bear markets to see whether gold may serve as a valuable diversifier for what's ahead.
Sep 29, 2015
We call on central banks to abolish their zero interest rate policy (ZIRP) framework before more harm is done. In our assessment, ZIRP is bad for all stakeholders and may even lead to war.
Sep 16, 2015
Will she raise or will she not? As financial markets focus on whether we will see a Fed rate hike this week, investors may be in for a rude awakening.
Sep 1, 2015
When it comes to foreign exchange, China's latest move may be best explained by her desire to play with the grown-ups.