Commodity Trade Mantra

Posts Tagged ‘Equity Investors’

Why Goldman Is Suddenly Warning About A "Large Drop" In The Market

After recent bearish conversions by the JPM, BofA, Citi & UBS, the only bank that steadfastly held a bullish view on stocks during the recent market squeeze higher was Goldman Sachs. Not any more. With 80% of fund managers underperforming, the probability of irrational capital allocations increases & as a result there is a reasonably high probability of a large drop in the S&P500.

Central Bank Credibility, The Equity Markets, And Gold

Coming out of the Great Recession, central bank credibility – their ability to “pull us out” of the Recession – was being severely questioned by investors. Thus, a good portion of investor money found its way into gold. That changed in 2011. Central bank credibility is at a peak, so gold is in the dumps.

The Next Phase of Gold Profits is About to Begin

When it comes to the performance of gold & gold stocks, history indicates good times are ahead based on where we are in the Fed Funds Rate Cycle. A new easing cycle is starting in Europe, Japan & emerging markets – the big gold consumers. As money supply grows, countries eventually feel inflationary pressures – good sign for gold.

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