The Case for GoldRecently we have been hearing from some of our old friends from the gold world. Except for the occasional trading position, we have not been positive on gold for about four years. Our attitude has recently changed. A few weeks ago, and last week as well, we Read more
Investment Summary World economic optimism is rising, and as a result, demand for government bonds is receding. Inflation is starting to be felt in some Asian countries, especially India. We note that new jobs and higher wages are a trend in the U.S., and we expect this trend to gain Read more
The Currency War Is On — What Does It Mean For Your Portfolio? Many world currencies are being devalued, and it is the beginning of a potential currency war. This, more than any other current or historical event, gives us a direction for the future of investing and shows us Read more
Executive Summary 1. Short-term fears, long-term prospects. Once again, we see some short-term volatility led by various market fears: of a Greek departure from the Euro, of a collapse of European banks or even of the common currency itself; of a “collapse” in the price of oil; of financial stresses Read more
Market Summary Economics, U.S. and Global U.S. employment numbers are positive for the last few months, and U.S. industrial production is increasing as we have predicted in these pages. The unemployment rate has fallen to 6.1 percent, and the U6 — often called the underemployment rate — has fallen to 12.1 percent. Read more
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