Spending Patterns Paint Half Truth
By: John Browne Tuesday, March 19, 2013 On March 13th, the Commerce Department announced a 1.1 percent increase in food and services retail sales, doubling a prior Dow Jones survey of economists that...
View ArticleGermany Under Pressure To Create Money
By: John Browne Tuesday, May 7, 2013 Currently, central banks around the world are walking in lock step down a dangerous path of money creation. Led by the Federal Reserve and the Bank of Japan,...
View ArticleFrance and the UK Could Be the Lynchpins of Europe
By: John Browne Friday, January 18, 2013 Over the past two months, Europe’s problems seem to have disappeared from the headlines. However, the new French Socialist government is pushing ahead with...
View ArticleInvesting In a World of Make Believe
By: John Browne Thursday, February 7, 2013 In recent years, a high degree of economic, financial, and political uncertainty has resulted in acute volatility in stocks, real estate, commodities and...
View ArticleUnderstanding Gold Market Dynamics
By: John Browne Wednesday, May 29, 2013 To an extent that reveals a thorough misunderstanding of the market forces, the financial media has failed to consider the different motivations and beliefs...
View ArticleGentlemen, Start Your Presses
By: John Browne Wednesday, March 6, 2013 In his Congressional testimony last week in Washington, Fed Chairman Ben Bernanke took time to downplay the significance of the few dissenting voices on the...
View ArticleGold Glitters
By: John Browne Friday, September 28, 2012 Just a few weeks ago, Mario Draghi, President of the European Central Bank (ECB), announced that he would do anything required to bailout the weakest...
View ArticleFed Puts the Pedal to the Metal
By: Jim Nelson, CFA Friday, September 14, 2012 Yesterday, the Federal Reserve went pedal to the metal on monetary policy by announcing an open-ended bond buying plan. The past few weeks’ rally in...
View ArticleGold and Silver Outlook for July 1-5
During last week, gold and silver continued to trade down. The weakness of precious metals coincided with the depreciation of leading currencies against the USD. Following the recent FOMC meeting, in...
View ArticleEM Preview for the Week Ahead: Policy and Data
(from my colleagues Dr. Win Thin and Ilan Solot)Brazil reports industrial production figures on Tuesday, services PMI on Wednesday and IPCA inflation on Friday. IPCA is seen rising to 6.8% y/y from...
View ArticleGreat Graphic: Italy's Surprise
This Great Graphic depicts the manufacturing PMI for Germany (white), Italy (yellow) and France (green), which are the three largest economic in the euro area. The chart was made on Bloomberg. Not...
View ArticleMining Without a Shovel
By: David Echeverria Monday, July 1, 2013 Mining gold or silver is a very risky business. Operations must contend with infrastructure and logistical challenges, rising input costs, labor issues,...
View ArticleTelecom Offers A World of Opportunity
By: David Echeverria Thursday, January 10, 2013 There can be little doubt that the smart phone is on the top of the current economic pyramid. Rarely in the history of commerce has a single product...
View ArticleCentral Banks, Earnings, and Economic Recovery Data are now Headwinds for...
In the HBO series Game of Thrones, based on the books by George R.R. Martin, the seasons do not run for regular intervals. Instead, summer can last for years at a time, with no clear indication as to...
View ArticleDaily ETF Roundup: XHB Jumps On Construction Data, IBB Pops
Wall Street started off the month of July with a bang, with bullish momentum returning full force on upbeat economic data. Fueling today’s rally, the Institute for Supply Management reported that its...
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Buying Gold Mining Stocks Today Could Be Like Buying Bank Stocks In 2011
In a financial era defined by a more visible hand of the central banks, asset classes are bouncing with great frequency between the emotional poles of euphoria and gloom. As our work tends to focus on...
View ArticleInflation, Deflation, or Discontinuity?
A question that seems to come up quite often is, “Are we going to have inflation or deflation?” People want to figure out how to invest. Because of this, they want to know whether to expect a rise in...
View ArticleJuly 2013 Edition Of ETF Edge Now Available
The July 2013 issue of ETF Edge, the premium monthly ETF Newsletter, is now available to ETFdb Pro subscribers. This issue includes a look back at yet another highly active month on Wall Street,...
View Article4 Reasons The World Is Still Vulnerable To Another Huge Crisis
I liked this piece by Philippe Bacchetta and Eric van Wincoop at VOX regarding the causes of the global great recession. In it, they discuss the factors that led to the crisis and why it was so...
View ArticleSmall Cap Value Report (2 Jul) - SID, PDX, THT, TPT, MSLH, CSG
Good morning. The big news this morning in the small caps world is the suspension of trading in Silverdell (LON:SID) shares, which is said to be pending an announcement. One of the two announcements...
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