Steve Saville

Contributor since: 26 Feb 2010

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• Why the US$ Will Rally

  Published 21 May 2007 | viewed 5,627 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 6th May 2007. The argument put forward by most US$ bears can be…

• The Yen Carry Trade

  Published 15 May 2007 | viewed 7,037 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 10th May 2007. In recent commentaries we've devoted a much larger-than-usual amount of…

• Currencies and Equities

  Published 07 May 2007 | viewed 5,527 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 3rd May 2007. US corporate earnings for the first quarter of the year…

• Gold Stocks' Leverage (or lack thereof)

  Published 01 May 2007 | viewed 5,522 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 29th April 2007. Most people involved in the gold sector would realise that…

• The Bond Bear

  Published 24 April 2007 | viewed 5,565 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 19th April 2007. Intermediate-term Outlook We've been long-term bearish on bonds since their…

• Focus on the Disease, Not the Symptom

  Published 16 April 2007 | viewed 5,764 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 11th April 2007. A writer desiring to paint a bearish picture of US…

• Is the Fed Privately Owned? Does it Matter?

  Published 10 April 2007 | viewed 6,661 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 3rd April 2007. In our research we occasionally come across articles in which…

• Analysing the Gold Sector's Performance

  Published 02 April 2007 | viewed 4,462 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 29th March 2007. The gold sector versus the broad stock market The long-term…

• A Sustained or a Momentary Liquidity Contraction?

  Published 27 March 2007 | viewed 4,730 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 18th March 2007. The way we define the terms, there's a big difference…

• Stocks, Commodities and Inflation

  Published 20 March 2007 | viewed 7,524 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 11th March 2007. Continuing with the "sometimes things are different" theme, during the…

• Silver versus Gold

  Published 13 March 2007 | viewed 6,752 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 8th March 2007. With the stock market having most likely commenced an intermediate-term…

• Sometimes it Actually is Different

  Published 01 March 2007 | viewed 7,634 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 25th February 2007. The "it's different this time" argument will routinely be dragged…

• Inflation's Non-uniform Modus Operandi

  Published 19 February 2007 | viewed 4,405 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 15th February 2007. Few commentators on the financial markets have a better understanding…

• The Dollar-Gold Relationship

  Published 13 February 2007 | viewed 6,570 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 8th February 2007. Anyone who follows the gold and currency markets closely will…

• 2007 Stock Market Outlook

  Published 06 February 2007 | viewed 5,785 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 28th January 2007. As far as the US stock market and most other…

• The Current Account Diversion

  Published 30 January 2007 | viewed 5,466 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 25th January 2007. We thought we'd weigh-in on a debate between Peter Schiff…

• Short-term Interest Rates and the US Stock Market

  Published 23 January 2007 | viewed 4,885 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 21st January 2007. Will lower short-term interest rates be a significant plus for…

• Confusing the Effects of Inflation with Real Improvement

  Published 16 January 2007 | viewed 4,804 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 10th January 2007. The combination of massive inflation and factors that help suppress…

• How Fast will S&P500 Earnings Grow?

  Published 08 January 2007 | viewed 4,892 times

  Back in December of 2001, Robert Arnott and Clifford Asness published an interesting paper entitled "Does Dividend Policy Foretell Earnings Growth?". Arnott and Asness used…

• The 'Strong' Yuan

  Published 18 December 2006 | viewed 5,416 times

  Below is an extract from a commentary originally posted at www.speculative-investor.com on 14th December 2006. After being pegged at a constant rate against the US$…