Expected Returns

Website: http://www.expectedreturnsblog.com/

Articles by Expected Returns:

  • Apathy and $1500 Gold

      Gold has finally breached the psychological $1,500 level, and as far as I can tell, the hoopla surrounding this milestone is rather muted compared to what we saw...

  • The Gold Frenzy?

    The longer I invest, the more I understand that there is a certain temperament you need to be profitable. This is not a pure data-driven field- otherwise investment banks...

  • Welcoming a Gold Correction

      This is an interesting time for global markets. The Nikkei followed up yesterday’s sell-off with an even bigger 11% plunge today. The Yen, however, is rising in the...

  • Record Budget Deficits, Pensions Coming Due

    I’ve read my fair share of history. I know that people have been calling for the collapse of our debt structure for a long time yet nothing has happened....

  • Gold and the End of QE2

    After months of consolidation, gold has rallied to make new all-time highs. Depending on your position size, $1320, $1350, and $1375 were points to add. I nibbled above $1320, but...

  • Civil Unrest Moving Markets

    Things are really starting to get interesting as civil unrest is having real effects on various markets. Oil is testing $100, gold is near its all-time highs, and stocks...

  • Interest Payments on the National Debt

    Future generations will no doubt wonder how we missed back to back crises that were staring us in the face. The housing crisis exposed to the whole world how...

  • Gold Downtrend Confirmed

    Gold hit 4-month lows today on heavy selling, which is something I’ve been expecting based on price action as a function of time. The violation of $1320 to the downside...

  • State Debt Crisis Approaching

    I have warned that a debt crisis of a magnitude we have never experienced before is approaching. States and municipalities are going bankrupt along with the Federal government. Economists foolishly applaud...

  • Gold in 2011

    Now that 2010 is coming to a close, it’s time to start thinking about how various assets will fare in 2011. Considering that gold has consistently risen for a...