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Markets

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As I said, the Riskiest Bank on the Street

Sep 18, 2008 at 00:00

Okay bloggers and bloggettes, this doesn't make any damn sense. Why would anyone not want to subscribe to truly independent research is beyond my reckoning. Mediocre independent research is better…

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The Case for Gold and Gold Stocks

Sep 18, 2008 at 00:00

While we invest in many sectors and asset classes, the recent steep selloff in precious metal mining stocks inspired us to write an article focusing in on that particular sector's…

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The Picture Must Get Uglier Still

Sep 17, 2008 at 00:00

Despite the incessant, nauseating calls for a bottom in real estate and banks, financial firms now find themselves in their most vulnerable conditions since the credit crisis began last summer.…

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Silver Mining Share Value Strategy: Revisited Fall 2008

Sep 17, 2008 at 00:00

I have decided to limit this article to cover only those companies that will have substantial silver production in 2009; that is, more that just test mining.

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UK: Increasingly Gloomy Outlook Increases Odds Of A Q4 Rate Cut

Sep 17, 2008 at 00:00

The past two days have presented us with a clear picture both of the stresses facing the British economy and the thinking of the Bank of England's Monetary Policy Committee…

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Global Futures Market Summary

Sep 17, 2008 at 00:00

Gold closed 9-percent higher today, with the December contract settling $64.50 higher at $845 an ounce. After the market closed, gold continued higher in electronic trading, gaining another $20 as…

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Reggie Middleton on Goldman Sachs Q3 2008

Sep 17, 2008 at 00:00

In 3Q2008 Goldman Sachs net revenues declined 51% to $6,043 mn compared with $12,334 mn in 3Q2007 as all the segments witnessed steep decline in their revenues.

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Screwed

Sep 17, 2008 at 00:00

A recap of the scenario: bubble, easy money, inflation in fiat money supply, inflation in commodities and hard assets, inflation, fear of inflation, rising rates, YC inverting, flattening, rising and…

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AIG's Dangerous Collapse and A Credit Derivatives Risk Primer

Sep 17, 2008 at 00:00

While it may look superficially similar to the recent implosions of such investment giants as Fannie Mae, Freddie Mac and Lehman, the takeover and bailout of AIG is quite different,…

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The End of Central Bank Selling?

Sep 17, 2008 at 00:00

We are close to the end of the fourth year out of the five years of the second Central Bank Gold Agreement in which a 'ceiling' was placed on the…