James Grant at Forbes offers Interesting Insights about the increasing correlation between Gold and broader stock markets…
Between 1975 and April 2007 the correlation between weekly movements in gold and of the broad U.S. stock market was around zero…..but a funny thing is now happening. One day the Shanghai stock market fell out of bed, and, [...]
Archive for June 2nd, 2007
Investing in Gold !!
Posted in Investing on June 2, 2007 | Leave a Comment »
Idea Gist of Book: “The Dip” by Seth Godin
Posted in Uncategorized on June 2, 2007 | Leave a Comment »
You can do 95% of what you need to do and still fail to be chosen by the market. You can do all the essential things and still not be the best in the world. In fact, most of the time, companies get stuck being average. We do all the work we’re required to do, [...]
Pimco – Investment Advice
Posted in Investing on June 2, 2007 | Leave a Comment »
This is dated April 18, 2007
At PIMCO, we have anticipated the warning signs in housing and positioned our portfolios accordingly. Our duration is above index with an emphasis on the front-end of the U.S. yield curve given our view that short-term interest rates should trend lower. Our overall credit exposure is under-weight with a
Cautious stance [...]
Where are US Interest Rates Headed?
Posted in Business on June 2, 2007 | Leave a Comment »
Northern trust makes some very interesting comments in its May Economic Commentary ….
The “core” U.S. economy – almost 85% of U.S. real GDP – consumer spending, business capital goods spending and housing is in trouble
Exports will surge because of the strong economic growth in the rest of the world BUT exports are only about 11-1/2% of [...]
Idea gist of book “Crash Proof: How to Profit From the Coming Economic Collapse”
Posted in Business on June 2, 2007 | Leave a Comment »
Crash Proof: How to Profit From the Coming Economic Collapse – by Peter D. Schiff of Euro Pacific Capital
Here’s the gist:
The US dollar will collapse pretty soon. Schiff cites the usual suspects— large trade deficit, large private and public debt held by foreigners, decimated manufacturing base in USA. 7 out of 10 chapters are a [...]
