Tag Archives: eurozone

Who could have predicted these oil prices? I’ll tell you.

The following prescient quote is from February 2014: The economies of China and India have slowed, and the U.S. is trending towards energy self-sufficiency thanks to production growth nobody envisioned back then.  The question today is why oil prices haven’t … Continue reading

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Fund flows point to continued strength in global equity markets!

Back in September I suggested that my favourite contrary leading indicator – the weighting devoted to equities by institutional investors – was pointing to an imminent rally in stock markets. Once again it proved robust. But what’s happened since then? … Continue reading

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Move into equities and QUICK! Sell HI & Buy LO!

For the cynics (the ‘wait-and-see’ crowd) this table should be an eye-opener.  Just to recap: On Sept 29th I posted Asset Allocation points to RALLY! On November 17th I recommended Euro-Crisis is just noise – BUY American! Forget the headlines … Continue reading

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Global Markets, Commodities? – Disaster of Biblical Proportions?

There’s no shortage of examples in recent months (last few years actually) that everything ‘financial’ has gone topsy turvy. The flurry of gold companies introducing dividends is a case in point. After all, interest rates in North America are so … Continue reading

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