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Category Archives: Geopolitical
Fed creating “grave distortions” – Brazil Central Bank
Brazil is considering additional measures to keep the Real from appreciating any further. We like the Economist’s Big Mac Index, which is based on the concept of purchasing-power parity, to get a sense of the over/undervaluation of a currency. The … Continue reading
Posted in Black Swan Watch, Bonds, BRICs, China, Commodities, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics, Sovereign Risk
Tagged Big Mac Index, Brazil, China, Currency, Currency Wars, Zero Interest Rate Monetary Policy
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Rare Earth Day 2.0
Take a look at Rare Earth (not the band) today. Lots of market buzz as Molycorp (MCP) up over 10 percent and Rare Earth Elements (REE) up over 22 percent. Recall our take on the Rare Earth trade as “gold … Continue reading
Posted in Commodities, Geopolitical, Gold, Politics, Rare Earth Elements, Sovereign Risk
Tagged China, Commodities, Japan, Rare Earth, Strategic Minerals
2 Comments
Picture of the Day: The Wealth of Nations
Great shot (magnified 22x) of a wood ant holding a microchip in its teeth. This picture symbolizes, at least to us, the recipe for the “Wealth of Nations:” 1) the work ethic of the ant; 2) the technology of the … Continue reading
Japan’s Currency War? Nonsense!
Take a look at a 30-year chart of the Yen to see if Japan is trying to weaken its currency in a “beggar thy neighbor” policy. The Yen has appreciated 50% against the dollar since 2007 and is at an … Continue reading
Posted in Commodities, Credit, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics
Tagged Currency War, Japan, Monetary Policy
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Fed, ECB throwing world into chaos – Stiglitz
These are the headlines from an earlier Reuters report. Joe Stiglitz is one smart dude (OSD) and was the World Bank’s chief economist during the 1997 Asian Financial Crisis and 1998 Russian Debt Default. He says the ultra-loose monetary policy … Continue reading
Posted in Black Swan Watch, Bonds, BRICs, China, Commodities, Credit, Currency, Geopolitical, Gold, Monetary Policy, News, Policy, Politics
Tagged Brazil, Currencies, Currency War, IMF, Japan, Monetary Policy, Stiglitz
3 Comments
Breakup of the Euro isn’t unthinkable – Peer Steinbrueck
Peer Steinbrueck, who served as finance minister under Angela Merkel from 2005 to 2009, has published, Unterm Strich (“On Balance”), his insider view of the financial crisis. It looks to be a fascinating read. Bloomberg has a great first look: … Continue reading
Posted in Black Swan Watch, Bonds, China, Credit, Geopolitical, Monetary Policy, Policy, Sovereign Risk
Tagged China, Currency, Euro, Greece, Sovereign Risk
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Black Swan Watch: Cyberwarfare and Iran’s Revenge
Computer World reports Iran has arrested several “spies” connected to a cyber attack on its nuclear program, “According to the Tehran-based Mehr News Agency, Heydar Moslehi, Iran’s minister of intelligence, said that “enemy spy services” were responsible for Stuxnet, the … Continue reading
Posted in Commodities, Geopolitical, Gold, News, Politics
Tagged Crude Oil, Cyberwarfare, Iran, Israel, Stuxnet
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Will the Republican “Young Guns” Lasso Gold?
We’ve commented that an off-radar risk to gold is the hard money inclinations of the Republican leadership. A Republican House in the next Congress is a done deal according to the prediction markets. Intrade gives the scenario a 75 percent probability. … Continue reading
Posted in Commodities, Currency, Geopolitical, Gold, Monetary Policy
Tagged Election, Gold, Monetary Policy, Republicans
3 Comments
Black Swans Everywhere
Equities are holding up well given some very ugly headlines (see below). The markets ignored the strikes in Europe today, which is quite remarkable as it was the live CNBC video feed of the Greek riots that got the flash … Continue reading
Posted in Black Swan Watch, Commodities, Currency, Geopolitical
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The New Gold Rush?
Rare Earth (REE) stocks, including Molycorp, got hammered today and we added a little to our position. These stocks are over extended as most are up over 100 percent in the past month. We believe this story has legs and … Continue reading
Posted in Black Swan Watch, China, Commodities, Equities, Geopolitical, Gold, Rare Earth Elements
Tagged Gold, Rare Earth Elements
3 Comments
