Current news and articles
Connecting the Dots: The Ticking Time Bomb of the Strong US Dollar By Tony Sagami Get used to the headlines like the one below. You’re going to hear hundreds of US multinational companies blame their profit shortfalls on the strong dollar. Revenue Miss #1: Lockheed Martin rose sharply after reporting better-than-expected quarterly profits. However, their $11.11 […]
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CEO Went Against the Petrodollar and Dies a Mysterious Death. Who Holds a Monopoly on the Truth? By Marin Katusa, Chief Energy Investment Strategist Last month in these pages, I wrote: Patrick de la Chevardière, CFO of Total SA (which is France’s largest energy company), has publicly announced that Total is looking to finance its
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Oliver Gross Says Peak Gold Is Here to Stay Source: Kevin Michael Grace of The Gold Report (10/27/14) The wave of zero-interest liquidity washing over the financial world could result in a short-term gold bottom of $1,000 per ounce, reports Oliver Gross of Der Rohstoff-Anleger (The Resource Investor). The good news is that Peak Gold is here to stay,
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Things That Make You Go Hmmm: This Little Piggy Bent The Market By Grant Williams About 18 months ago, I had a very pleasant chat with a gentleman by the name of Luzi Stamm.You may detect some measure of surprise in my words, and the reason for that is quite simple: Luzi Stamm is a
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Total War over the Petrodollar By Marin Katusa, Chief Energy Investment Strategist The conspiracy theories surrounding the death of Total SA’s chief executive, Christophe de Margerie, started the second the news broke of his death. Under mysterious circumstances in Moscow, his private jet collided with a snowplow just after midnight. De Margerie was the CEO
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Thoughts from the Frontline: A Scary Story for Emerging Markets By John Mauldin The consequences of the coming bull market in the US dollar, which I’ve been predicting for a number of years, go far beyond suppression of commodity prices (which in general is a good thing for consumers – but could at some point
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By Laurynas Vegys, Research Analyst Gold stocks staged spring and summer rallies this year, but haven’t able to sustain the momentum. Many have sold off sharply in recent weeks, along with gold. That makes this a good time to examine the book value of gold equities; are they objectively cheap now, or not? By way
Blood in the Streets to Create the Opportunity of the Decade Read More »
Outside the Box: Hoisington Investment Management Quarterly Review and Outlook: Third Quarter 2014 By John Mauldin I featured the thinking of Dr. Lacy Hunt on the velocity of money and its relationship to developed-world overindebtedness and the potential for deflation in this week’s Thoughts from the Frontline, and I thought you’d like to peruse Lacy’s entire recent
Dr. Lacy Hunt and John Mauldin with Great Charts Read More »
The 10th Man: The Financial Engineering Market By Jared Dillian IBM went down hard on its quarterly earnings report this week. This made a splash in the news because, well, it’s IBM, and also Warren Buffett owns it, so it was a rare moment of human fallibility for him. But there is a lot more
Robbing Peter To Pay Paul Read More »
By Andrey Dashkov Unlike Jack Nicholson’s character in A Few Good Men, we trust that you can handle the truth. No matter your age, securing a comfortable retirement is a huge concern. Folks want the whole truth about their financial outlook, but straight answers are hard to come by. Both sides of the mainstream media habitually
Afraid Your Money Will Vanish before You Do? Read More »