• GoldCore
    01/13/2016 - 12:23
    John Hathaway, respected authority on the gold market and senior portfolio manager with Tocqueville Asset Management has written an excellent research paper on the fundamentals driving...

Archive - Jul 28, 2013 - Blog entry

Phoenix Capital Research's picture

How the Great Global Rig of Post-2009 Will End





 

At this point the Central Bank has one of two options: 1)   Monetize everything OR 2)   Let the bond market fall to where it deems rates are appropriate given the new default risk.

 
 

Marc To Market's picture

Fundamental Keys in the Week Ahead





Dis-passionate discussion of next week's events and data, placed within a somewhat larger context.  

 

thetechnicaltake's picture

Video of the Week: A Noteworthy Negative Divergence





US Equities continue to diverge from the underlying fundamentals and most asset classes.

 

Eugen Bohm-Bawerk's picture

Japan: From Quagmire To Abenomics To Collapse





We take a new look at Japan from the 1980s to today in order to decipher what “Abenomics” might do to this fragile nation. We argue that moving Japan from its current stable, but unsustainable equilibrium, through activist monetary policy risk a run on the sovereign. We present part I and part II here today. We hope you enjoy it.

 
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