Tag Archives: Gold

Week in Review: Momentum To Be Tested

This week will be another key test for the markets.   The U.S. equity indices are right up against their year highs and there seems no let up in the momentum in crude and other commodity prices.  This is surprising given … Continue reading

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The Weekend Read

The single biggest threat to national security is the national debt, the chairman of the Joint Chiefs of Staff said yesterday, underscoring the importance of good fiscal stewardship and a need to stimulate economic growth. American taxpayers are going to … Continue reading

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Week in Review: Anti-Nukes Nuke Merkel

The markets showed incredible resilience last week in their ability to look past Japan’s potential supply chain and nuclear problem, continued MENA instability, $100 plus crude oil, and the recent cover of Newsweek.    The VIX experienced its second biggest … Continue reading

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Week in Review: Better Late Than Never

We’re a little late posting last week’s review.   It’s history after today’s rally so not much to write about.   Do note the weakness in Mexico, however.   Brazil, Korea, and the Shanghai showing relative strength due to expectations of manufacturing shift … Continue reading

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Week in Review

Emerging market equities bounced on short covering in a week where crude oil was up another 6.67 percent and food prices increased almost 3 percent.   India led the rebound, advancing 4.44 percent even though the country will be one of … Continue reading

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Saudi stocks flop, gold rocks as US weighs action in Libya

Debka reports the U.S. naval and air fleet is repositioning around Libya for potential “hit-and-run” raids to cripple Qadaffi’s air capability.  This isn’t new news, but we’re wondering out loud if the Saudis have been consulted and are on board. … Continue reading

Posted in Black Swan Watch, Commodities, Crude Oil, Geopolitical, Global Stock Performance, Gold, Politics | Tagged , , , , , , | 1 Comment

Week in Review: Just Plain Crude

The past week was all about oil with West Texas up over 13 percent on fears of political instability spreading into Saudi Arabia.   Every major stock market we monitor in the Week in Review was down with the German DAX … Continue reading

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South Carolina Politico Wants to Create State Currency

State Sen. Lee Bright introduced legislation to create a new state currency in the event of a breakdown of the Federal Reserve System.  The Spartanburg Herald Journal reports, The Federal Reserve System has come under ever-increasing strain during the last … Continue reading

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Week in Review: Egypt Rocked, Iran Next?

We don’t have much to say about this week’s performance other than the main equity indices in the U.S. and some in Europe made post crisis new highs before being hit on the political plague coming out of Egypt.   Interesting … Continue reading

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Gold a Bubble? Think Again!

Think gold is a bubble driven only by animal spirits and speculation?  We think not and have consistently maintained the fundamental driver of gold has been the massive accumulation of foreign exchange reserves by global central banks and their need … Continue reading

Posted in BRICs, Commodities, Crude Oil, Gold | Tagged , | 13 Comments