Tag Archives: US$

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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Who 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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Markets & September Heebeejeebies – Hide or Ride?

What’s an investor to do when everything expected has already come to pass, and it’s time to strategize for the future – but the potential September/October abyss is in the way? Having warned myself months ago about the coming rout … Continue reading

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China? No need for worry in the year of the snake!

It’s the year of the snake, which seems appropriate since everyone is worried about the slowing of the Chinese economy. In previous posts, I’ve described why the economic course of action China has adopted is brilliant – the country’s only … Continue reading

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China will be the next big surprise!

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading

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Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … Continue reading

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Selling bonds to buy stocks? Try door #3 instead!

I have been warning about bonds now for over 6 months. Finally the press is catching on, ensuring that a normal development over the course of a business cycle (whether ignited by natural forces or government intervention) – rising interest … Continue reading

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Rising i-rates: More than bonds will get hammered!

In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading

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Gurus cannot time markets? I’ll tell you who can!

Studies examining former market calls (like checking the rear view mirror) of experts suggest that the ability of ‘gurus’ to predict markets is less than 50%.  Slightly worse than flipping a coin.  In my book I pick on a couple of very … Continue reading

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Why the price of gold skyrocketed and why it’s over!

Everyone is fascinated by the yellow metal.  I’ve been to exploration sites as far north as Nunavut (by the Arctic Ocean) and south to operating mines in Chile.  But determining what it’s worth remains a conundrum to all of us. The price … Continue reading

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