Global Investing

Financial survival tips for the age of debt

February 25, 2010

From whom would you rather take investment advice:  one of the thousands of bankers or wealth managers who did not see the financial crisis coming or one of the few economists who predicted it?

It’s the dollar

October 23, 2009

Two graphs (from Scott Barber) to remind that what you get from assets depends on the currency:

Start building the bunker

September 9, 2009

They keep telling us that the recession is over so maybe now’s the time to start worrying about inflation. That’s the view many wealthy investors are already taking, reasoning that a little bit of the yellow shiny stuff will provide some comfort as we start piling our cash into wheelbarrows to do the weekly groceries shop.

from MacroScope:

Gold to go

May 20, 2009

Automatic teller machines (ATMs) -- 500 of them -- dispensing pieces of gold will be available around Germany, Switzerland and Austria by the end of this year.

Big Five

May 11, 2009

Five things to think about this week:

VALUATIONS
- The MSCI world stocks index has rebounded 37 percent since March, the VIX fear gauge has hit its lowest level since September 2008, and positive earnings surprises in Europe are marginally outstripping negative ones. But there are serious questions over the equity market’s ability to sustain its rise.

Gold offers double-edged shine

April 29, 2009

It was Goldman Sachs who famously predicted oil prices to reach $200 a barrel last year, but there are a school of bullish investors who forecast a substantial rally in gold.

Attention, girls: Diamonds may not be your best friend

March 6, 2009

Marilyn Monroe, who sang “Diamonds are a girl’s best friend” in the 50s, might be shocked to find out that the value of dimonds has fallen rapidly in the past six months.

The final frontier market

February 24, 2009

As a fallout in emerging markets — once hailed as a safe-haven from the global financial crisis — gathers pace, asset managers are scrambling for newer markets.

Barrels and ounces

September 2, 2008

The price of oil was falling sharply on Tuesday after traders stopped worrying about former Hurricane Gustav’s winds, but by at least one calculation it remains very pricey – that is, its link to the price of gold.Some market watchers argue that there is a long-term relationship between the prices of the two commodities. Roughly speaking, this theory would have 10 barrels of crude oil costing the same as one ounce of gold.  Back in March, for example, gold hit a record of $1,030 an ounce and a barrel of oil brought around $105.Oil