Posted in Currencies, Energy, Equities, Fixed Income, Foreign Exchange, Gold, Herd Mentality, Interest Rates, Liquidity, Real Estate, Silver, U.S. on October 29, 2008 | Leave a Comment »
Now that all asset classes including:
property
equities, mutual funds
bonds
cash/currencies/money market funds
commodities
have gotten hammered, and the US dollar has rallied due to mass redemptions of foreign investments, an optimal position is in physical gold and silver. The paper market of gold is 2.5 times the size of the physical market, and with the IMF and others selling [...]
Posted in Bankruptcy, China, Currencies, Foreign Exchange, Gold, Interest Rates, Liquidity, Silver, U.S. on September 7, 2007 | Leave a Comment »
September 6, 2007 (Bloomberg) A sharp drop in foreign holdings of US Treasury bonds over the last five weeks has raised concerns that China is quietly withdrawing its funds from the United States, leaving the dollar increasingly vulnerable.
Data released by the New York Federal Reserve shows that foreign central banks have cut their stash of [...]
Posted in China, Equities, Foreign Exchange, Herd Mentality, Liquidity, Recession on August 20, 2007 | Leave a Comment »
Interesting chart of the Shanghai Composite Index. The entire run-up started in January of 2006 and has been largely driven by the incredible amount of savings transfered to the stock market – look at the massive increase in trading volume. At one point earlier this summer, over 500,000 new brokerage accounts were being [...]
Posted in Currencies, Foreign Exchange, Interest Rates on July 26, 2007 | Leave a Comment »
Wednesday July 25, 8:42 pm ETNew Zealand Interest Rates Rise for 4th Time in 2007, May Be Last Says Central Bank
WELLINGTON, New Zealand (AP) — The New Zealand central bank raised interest rates to a fresh high of 8.25 percent Thursday as it fights inflation — but said it could be the last tightening needed. [...]
