Impact Of Germany’s Gold Repatriation

record gold holdingsKeith Weiner: Germany has announced that it plans to take home all 374 tons of its gold stored at the Banque de France, and 300 out of 1,500 tons held at the Federal Reserve Bank of New York.
NYSE:AGQ February 4, 2013 12:11pm

Gold Getting That Old Shiny Look Again (GLD, SLV, IAU, UGL, AGQ)

record gold holdingsThe Daily Capitalist: Nothing really has gone wrong with the fundamental gold story since it reached its current price in the summer of 2011.  This period was, as we remember, one of feigned panic amongst the media that the United States would actually default on its Treasury obligations.
NYSE:AGQ January 17, 2013 6:06pm

Stock Market Investors Have To Fear The Lack of Fear Itself

bullish buyThe Daily Capitalist: Things have come to a pretty pass.  The advance may be growing flat.  I say stocks are risky.  But they say that’s old hat.  Goodness knows what the end will be...  (Apologies to George and Ira Gershwin.)
NYSE:DIA January 15, 2013 4:20pm

Chinese Stocks Break Out

The Daily Capitalist: Many have noted the disconnect between the restrained strength of the recovery of the U.S. economy from recession and the elevation to near record levels of the U.S. stock markets.  A sort of equal and opposite event may have been occurring in China.  
NYSE:EEM December 14, 2012 3:17pm

German’s Incomplete Economic Recovery Supports the Bond Bull Market

The Daily Capitalist: Germany’s national economic statistical repository provides an interesting set of graphs that correlate with the collapsing interest rate structure in that country.  Two-year bunds now yield a negative 0.08% per year.  The 10-year bund yields 1.27%, down from
NYSE:IEF December 10, 2012 12:14pm

Fed Hints That QE Is Here To Stay; Implications May Continue To Be Bullish For Treasury Bond Prices

The Daily Capitalist: The Fed is hinting that quantitative easing is here to stay:  there may be no unwinding of its expanding balance sheet in 2015. reports (LINK):
NYSE:IEF December 7, 2012 4:07pm

What Next For The Stock Market?

The Daily Capitalist: In a recent post, I presented evidence that there is in many circles a great deal of optimism about the future for the U.S. economy.  Evidence for the extent of this optimism continues to accumulate, and not only for the U.S. reports
NYSE:DIA November 30, 2012 1:17pm

Markets: Recent Data Does Not Point To An Imminent Economic Upturn

The Daily Capitalist: In a recent post, I demonstrated that there is a large amount of optimism amongst many Keynesians.  The general consensus was that if only the Fed could be allowed to perform more quantitative easing and thus allow the “fiscal cliff” issues to be deferred to yet a later date
NYSE:DIA November 28, 2012 4:01pm

Why Chinese Stocks Could Be Signaling Lower Lows In U.S. Interest Rates?

The Daily Capitalist: What do Chinese equities have to do with U.S. interest rates?  Perhaps more than one would think.  This is a multi-year chart of the Shanghai Composite (stock) Index:

2008-Type Possibilities More Prominent As France Moves Closer Toward Hard Times

The Daily Capitalist: AEP of the U.K.’s Telegraph shows us why Europe’s problems are now less likely to stop with Spain (NYSEARCA:EWP) or even Italy(NYSEARCA:EWI).  A greater disaster than I previously feared could be hoving into view.  Here are some quotes
NYSE:EWI October 1, 2012 10:59am

The Fed May Fire Multiple Bazooka Rounds: Housing Bubble 2.0 Ahead? (PHYS, GLD, SLV, AGQ)

The Daily Capitalist: Two decades ago, Dana Carvey got laughs by imitating President George H. W. Bush and saying:  “Wouldn’t be prudent”.  Those were “prudent” times- the Perot balanced budget movement, the recurrent tax rises to deal with budget deficits
NYSE:AGQ September 14, 2012 12:23pm

QE3: Is The Federal Reserve Panicking?

Jeff Harding: Here is the Fed Open Market Committee’s announcement of November 25, 2008 announcing the implementation of QE1, a $600 billion bond purchase program:

“Risk On” and “Risk Off” Are Different Now (IWM, INDEXSP:.INX, SPY)

The Daily Capitalist: Three days ago I put up a post arguing for a “risk off” portfolio positioning.  This extends that thinking.
NYSE:IWM August 27, 2012 11:58am

Gold: A Most Civilized Investment (GLD, IAU, SLV, PHYS, SGOL)

Robin Koerner:  On Last Friday, Warren Buffett’s right-hand man and Berkshire vice chairman, Charles Munger, told CNBC, “Gold is a great thing to sew into your garments if you’re a Jewish family
NYSE:GLD May 15, 2012 9:21am

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