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Markets

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SIVs Got Us into Trouble - SIVs to the Rescue?

Feb 19, 2009 at 00:00

We believe that this current quarter will be the worst in terms of contraction for the recession. The rate of decline of real economic activity is expected to be less…

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Securities Analysis for Dummies

Feb 19, 2009 at 00:00

When I suggested to a friend that she sell her stocks a thousand points or so ago because the market was going to fall further, she asked me in a…

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Gold Climbs as Economic Catastrophe Looms

Feb 18, 2009 at 00:00

Last week, when Congress passed its $787 billion stimulus package, the size of the plan caused many observers to forget the water that has already passed under the bridge. Fewer…

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Gold Amid Inflation and Deflation

Feb 18, 2009 at 00:00

Inflation and deflation are both a crisis in money. Which leaves gold as a secure store of wealth against both monetary panics...

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MXN Under Fire

Feb 18, 2009 at 00:00

Mirror, mirror on the wall, what is the most troubled cross of them all? Well, it's actually the Russian ruble. But in recent weeks, there has been another victim to…

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Gold and Silver's Bull Market Correction and Oil's Stuck in a Barrel

Feb 18, 2009 at 00:00

Gold and silver have had one hell of a run in the recent days. Both looked like they were topping weeks ago but recent bad news hit the wires making…

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Equity/Gold Ratio's 40 yr Cycle

Feb 18, 2009 at 00:00

With gold prices only 7% away from their record highs and the main equity indices 45-50% below their highs, an analysis of the equity/gold ratio is amid the many rationalizations…

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'Stimulus' Has Never Worked

Feb 17, 2009 at 00:00

It seems that part of the tout at the top of the mania includes a celebration of whatever central banking or treasury system that happens to be in place. Naturally,…

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Fractures in Euro Currency, Banking Turmoil, Lifting Gold

Feb 17, 2009 at 00:00

For almost a decade, yields on bonds issued by different Euro-zone governments moved close together. By joining the Euro-bloc currency regime, every member state could suddenly reap the benefits of…

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Reviving The Patient

Feb 17, 2009 at 00:00

Five trillion dollars, that's what it's going to cost for the good / bad bank and ballooning stimulus plans. Now that's serious money, not too mention serious inflation by strict…