Commodity Trade Mantra

Posts Tagged ‘Capital Markets’

Why Gold Is Surging: BofA Says To Expect A "Massive Policy Shift In 2016"

This is how investors should trade this “massive policy shift”: Short Wall Street, buy gold. If accurate this could be the biggest policy shift since the artificial price controls were imposed on gold by the BIS trading desk in September 2011 when the SNB unleashed its now failed currency peg, just hours after gold hit its all time nominal high just shy of $2000.

The Fed Admits Economy Can't Function Without Bubbles

Wild swings in asset prices over the past 20 years and the associated boom-bust cycles have sparked considerable debate about how monetary policy might play a stabilizing role. In other words, thanks to Alan Greenspan, the US economy cannot function under a normalized monetary policy regime, “roughly speaking.”

The Biggest Economic Story Going Into 2015 Is Not Oil, But Emerging Markets

Emerging markets today are half the world economy. Much of what happened in global credit markets, especially in emerging markets, was based on cheap, easily available dollars, which has ended. It used to be said that when the US economy sneezes the rest of the world catches a cold. Now it seems all we need is a hiccup in emerging markets.

Some Burning Questions For 2015

Most investors go about their job trying to identify ‘winners’. But more often than not, investing is about avoiding losers. The big question confronting investors today is how to avoid the potholes of tomorrow. To succeed, we believe that investors need to answer the following questions. The answers will drive performance for years to come.

Deflation comes Knocking at the Door

The economic establishment associates deflation, or falling prices, with lack of demand. If it is allowed to continue, deflation will lead to business failures & ultimately bank insolvencies due to contraction of bank credit. Therefore, the reasoning goes, demand and consumer confidence must be stimulated to ensure this doesn’t happen.

As the Eurozone Stalls, China Cuts the Red Tape

Compared to many Eurozone nations, China is relatively young. There’s huge growth potential in this region, especially now that Premier Li has resolved to cut red tape & balance monetary and fiscal policy. In 10 years’ time, the 35-to-45 cohort, a well-educated group with good salaries & credit, will expand dramatically.

Liquidity Becoming A Serious Issue As Japan's Bond Market Death Goes Global

Government intervention has killed the largest bond market in the world. While there are ‘trade-less’ sessions now in Japanese bonds, lack of liquidity is becoming a growing problem in US Treasuries (where Fed owns 1/3rd of the market) & Europe where as JPMorgan warns, “some of this liquidity may be more superficial than really deep.

Why The West Sells Gold And China Buys It

Western economies have created a finance industry dependent on fiat paper, have survived without using gold as money and therefore predisposed to dismiss gold as never being money again. So the West is less worried about losing physical gold than it should be & China is glad of the opportunity.

There Is Too Little Gold Left In The West

There is precious little bullion left in the West today to supply rapidly increasing Asian demand, and it is important to understand how little there is and the dangers this poses for financial stability.

The Top Ten Financial Market Mysteries

Market Trade Mantra: It isn’t the stuff you don’t know that will kill you – it’s the stuff you’re sure about but is totally wrong that will do you real harm. Critical lessons on stocks, commodity markets, and economy on the buy and sell side- Points that seem right but are ultimately misunderstood.

World's One-Time Largest FX Hedge Fund On Verge Of Shutdown

FX Concepts, founded in 1981 and which once upon a time was the world’s largest FX hedge fund, is in dangerous territory after the departure of several major clients and falling assets under management as a result of a surge in redemptions.

America's Endless Debt And Budget Battle

Since Obama himself has established a history of making concessions in the face of congressional brinkmanship, the debt-ceiling debate, now playing out for the third year in a row, has morphed into more than just a short-term political fight.

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