Posts tagged with: assets

Surprising many who were expecting a rate cut from the ECB this morning, moments ago Christine Lagarde announced that rates would remain unchanged, with the all important deposit rate unchanged at -0.50%....
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Gold is known as the safe-haven asset, and whenever we see a meltdown in the equity markets or prospects of loose monetary policy, its price begins to explode to the upside. Currently, the gold price has a strong negative correlation...
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Over the course of the last few hours, we have been moving back and forth between being aghast at the market carnage, and all it might imply, and feeling agonizingly anxious about missing out on the rebound sure to be coming....
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There are no safe assets. In 2002 we recommended our investors to hold up to 50% of their financial assets in physical gold. Today in 2020, I consider that up to 100% is the right figure since there are no safe...
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The first part of this article highlighted what we believe is the start of a broad market sector rotation setup in the US and global markets.  This second part will highlight what we believe are excellent examples of sector trade setups for...
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A recent study by Yale economist Paul Schmelzing suggests that global real interest rates “could soon enter permanently negative territory.”...
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The World Health Organization has declared the coronavirus outbreak a global health emergency. What does it mean for the global economy and the gold market?...
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On December 12, Christine Lagarde introduced her goals and vision in her first rate-setting meeting as the new President of the ECB. On the actual policy front, there were no surprises. She remained committed to the path set by her...
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Over the past century, monetary systems change about every 30 to 40 years on average. Before 1914, the global monetary system was based on the classical gold standard....
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The Fed doesn’t have the best track record in predicting the financial crises and economic downturn that they help create…...
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