David Rosenberg explains away rogue ISM number
Top economist David Rosenberg was quick to explain away the rogue Institute for Supply Management number that sent US stocks sharply higher yesterday. Of course all eyes will be on the non-farm payrolls data tomorrow…
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One last rally for the bond bubble?
Poor old James Bond cannot get the money together to make another movie. Mr Bond is having a tough recession. It has been far better for another Mr Bond, the global bond markets, the largest…
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Third Hindenburg Omen despite Friday’s rally
US stocks rallied on Friday thanks to weasel words from Fed chairman Ben Bernanke after a dismal week with a dip below 10,000 on the Dow. The S&P 500 ended lower for the third week…
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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…
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What does Radical Britain mean for investors?
The West’s most daring government is how The Economist describes Britain under Prime Minister David Cameron. There is a radical agenda to address the debt and public spending deficit, arguably the most vigorous dose of…
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Marc Faber on the Chinese economic slowdown
One of the world’s wisest investment advisers Dr Marc Faber is warning that China may crash bringing the whole world economy tumbling down.
However, he seems less worried about the immediate outlook for US stocks.…
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Why now is not the time to be buying stocks
Stocks are presently in a bearish phase after a long rally and will likely track lower until late autumn, possibly with a nasty crash if investors panic over the economic outlook.
The yield argument is…
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Gerald Celente remains hugely bearish as stocks tumble
Stock market falls this week have left few cheerful about the outlook. But one man who can smile at this outcome and feel his worst suspicions fulfilled is Gerald Celente.
In this interview with Russian…
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Chinese inflation to boost gold prices?
A recent report from Credit Suisse has warned that wage inflation in China is going to put pressure on the profit margins of major Western brands dependent on Chinese manufacturing over the next 12 months.…
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Boom businesses of the future
From my own entrepreneurial background as a partner in the private equity sale of the Dubai dot-com AME Info four years ago and my interest in stock markets, I retain a strong interest in the…
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