Markets

Dec 26, 2014 at 19:12

As they say, "all good things must come to an end." It's sad when I think about how I always imagined it would last "forever."

Dec 26, 2014 at 16:03

Another December and gold stocks have reached another extreme oversold condition. This was the case precisely 365 days ago and the precious metals complex, led by the miners rebounded strongly…

Dec 27, 2014 at 00:01

Checking the Semiconductor Book-to-Bill ratio (b2b), this all-important forward looker came in pretty decent for November. Per the data we reviewed in an update last week, the bookings, which is…

Dec 26, 2014 at 10:15

The 2000s gold bull has brought a lot of attention to West Africa. This attention has not always translated to success given the unstable geopolitical environment in this part of…

Dec 26, 2014 at 15:37

In his last email of the Year Michael Pettis takes stock of the current state of China's rebalancing.

Dec 25, 2014 at 12:46

As the U.S. equity markets continue to defy gravity, the chasm between those who suggest that U.S. equities are overvalued and those who believe they are undervalued is widening. The…

Dec 25, 2014 at 06:53

Lets start with the US dollar which broke out of its huge base four months ago already. It's hard to believe because we had to wait at least a year,…

Dec 24, 2014 at 14:14

The International Copper Study Group forecast the copper market, after five straight years of deficits, should swing into a 2015 production surplus of roughly 390,000 tonnes - less than a…

Dec 24, 2014 at 12:46

There are many reasons for curious investors such as yourself to follow and care about the economic health of China and India, or "Chindia," as the region is sometimes referred…

Dec 24, 2014 at 12:30

At its 2014 highs, sporting a 1076% gain from the bear market depths of 2008, are traders and investors about to sell out on this e-commerce industry titan? At present,…