Don’t Forget About Gold but Watch the Currencies

Oct 25, 2011

A recent International Monetary Fund report estimates that China exports more inflation to the developing countries than had been previously assumed. For every 1 percentage increase in Chinese inflation, the increase in Asia-Pacific countries is 0.25-0.5 percent.

Return Of The Euro Shorts

Sep 14, 2011

Back in July I wrote an article discussing the fact that the Euro had failed so far to come under pressure during this wave of the European debt crisis. In fact it was still in a technical uptrend...

Will the Dollar Hinder Precious Metals in the Short-term?

Sep 14, 2011

Conventional wisdom has it that there are three safe haven currencies—the Swiss Franc, the Japanese Yen and the U.S. dollar.

Currencies Waver, Stocks Go Back-and-forth – What Will Be the Outcome for Gold?

Aug 20, 2011

We are marking a dubious 40-year anniversary this week. It was on August 15, 1971 that President Richard Nixon unilaterally “closed the gold window,” severing the dollar’s ties to gold forever, possibly one of the most significant policy decisions...

Currency Indices and Gold/Silver Prices – What’s Next?

Jun 21, 2011

Many times, we had talked about economic stability and precious metals markets and how significantly macroeconomic data influence the prices. While Greece is almost at the brim of a potential non-equilibrium, here comes again the scenario economic stability vs....

Currency Dead End Paradoxes

Apr 27, 2011

Several very important currency effects are at work. Most economists are either silent on the factors or wrong footed on the dynamic. That is not surprising since they have been incorrectly analyzing, interpreting, and forecasting the financial crisis as...

Is the Gold Sell Off Only Temporary?

Jan 07, 2011

Remember last year, when I kept wanting the markets to stop lumping the risk assets together and get back to the fundamentals of each risk asset....

An Economic Certainty: Gold to Rise as Fiat Currencies Fall

Nov 05, 2010

I was casually eating a burrito while having lunch at my desk, and was surprised to see some guy, writing....

Let the Currency Wars Begin

Oct 14, 2010

Currency wars are just one more piece to the ever-evolving puzzle called the global debt crisis. The rhetoric surrounding competitive currency devaluations- centered primarily in the U.S.-  has intensified in recent months. It appears  our leaders are coming to grips with...

A Currency Devaluation War: When Will The Next Crisis Start?

Oct 14, 2010

These past few weeks as the equity markets rallied based on the belief of further quantitative easing by the Fed in November’s meeting, the dollar has collapsed which I warned readers about a couple of weeks ago.  Since that...