$50bn US micro-stimulus, $2tn for banks, $3tn for wars
President Obama’s $50 billion infrastructure spending plan spread over six years is not worthy of the name of stimulus for a $14 trillion economy. His administration has been far closer to the mark in coming…
Read more »
Time for an autumn rethink on the investment outlook
In August the number of ArabianMoney.Net readers surged by 76 per cent over the previous month, and we recieved a record number of new subscriptions to our newsletter.
The next issue is published on Friday…
Read more »
Gold close to record high as global stocks sell-off
Gold hit $1,240 an ounce today. Investors seem to be increasingly parking money in the yellow metal as a safe haven asset class while turning their backs on stocks. Bond yields are lower than before…
Read more »
Autumn seasonal uplift for gold prices a clear trend
This article is hardly going to thrill gold bugs with new information but the old timers are going to have to get used to new gold investors wanting to learn the ropes. The idea that…
Read more »
US unemployment different this time?
Here are three graphs taken from the Huffington Post showing the true depth of the US unemployment crisis. They seem to point to the conclusion that something different is happening this time from previous recessions.…
Read more »
Marc Faber lectures Abu Dhabi on asset allocation and tips gold
If Marc Faber had to choose one asset class for the next 10 years it woud be gold. Cash and US treasuries would be be his least preferred decennial investment. US equities would be a…
Read more »
Financial astrology targets August 6th
That excellent chartist Clive Maund (www.clivemaund.com) turns out to also be a devoted astrologer, although he does not often apply this to financial markets. However, he cannot resist warning his readers about the August 6th…
Read more »
If Greenspan is right then markets are heading lower
Is Alan Greenspan right to warn of a double dip recession due to the fragility of the US housing market? If the old Fed chairman has got this right then the rally in global financial…
Read more »
Gold extremely undervalued in a typical summer low
Ben Davies, CEO of Hinde Capital, speaks a lot of sense about the gold price outlook in an interview with CNBC, and sees gold prices as undervalued in a typical summer low. But he has…
Read more »
Investment conclusions from Arun Motianey’s SuperCycles
Required reading this summer for investors not wanting to be lured into conventional thinking is the new ‘SuperCycles’ book from former Citi economist Arun Motianey. This is a fresh analysis of economic, business and investment…
Read more »
