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Tag Archives: Swiss Franc
Seriously? Swissie a Safe Haven During a Banking Crisis?
We are reposting an oldie but goldie piece, given the market jitters over Credit-Suisse. We are baffled by the conventional wisdom that a bank run or crisis is deflationary. Yes, in the early 1930s, when the Fed and other central … Continue reading
Seriously? Swissie a Safe Haven During a Banking Crisis?
Repost of an oldie but goldie, (as in a decade old), especially relevant given the rumors in today’s market. Here’s to hoping the policymakers have rectified some of the issues, but in our experience goveventments are reactive to a crisis … Continue reading
Why the end of the Swiss ceiling? – FT
(click here if video is not observable)
The Ideal Portfolio: Gold, Sugar, Bunds & Francs
Imagine your investment adviser proposing a sweetened barbell portfolio of gold, white sugar, Swiss francs, and German bunds in 2007 with a 5-year time horizon. You would of likely canned the wacko faster than they sold Nike stock last week. … Continue reading
Posted in Bonds, Commodities, Currency, Dollar
Tagged German bunds, Gold, Swiss Franc, White Surag
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Seriously? Swissie a Safe Haven During a Banking Crisis?
Here’s in an interesting chart, originally posted over at Zero Hedge, that makes us wonder do we really want to be long the Swiss franc during a European banking crisis? Note the chart may be a little dated, but we … Continue reading
Posted in Black Swan Watch, Currency, Sovereign Debt, Sovereign Risk
Tagged Bank Assets to GDP, European Banking Crisis, Swiss Franc
3 Comments
Week in Review: Can the European Center Hold?
What a week. What a year. Who would have predicted that U.S. bonds, even in foreign currencies and a sovereign downgrade, would be outperforming the BRIC equity indices and copper by several hundred basis points in mid-August? Stunning and a … Continue reading
Posted in Uncategorized, Week in Review
Tagged Apple, bonds, BRICs, Commodites, Copper, dollar, Stocks, Swiss Franc
3 Comments
Mr. Toad’s Wild Ride!
Wow! What a day. Incredible moves. Scared markets. Capital stampeding like buffalo not knowing where to go. Great if you’re on the right side of the volatility, but you still needed a neck brace from the whiplash. It’s gonna … Continue reading
Posted in Bonds, Charts, Currency, Dollar, Equities, Gold
Tagged bonds, dollar, Gold, Stocks, Swiss Franc, Volatility
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