Smart Money Europe's blog

Fear is creeping in...

In the current market environment, many investors are positioned in what they perceive to be ‘defensive’ market segments, such as healthcare, telecoms, staples and utilities. To us, this is the wrong choice!

'And don't spend your time lookin' around...for something you want that can't be found'

Approved by our political and monetary ‘leaders’!

Meanwhile, in Athens…

As stock markets massively turned the corner in the recent weeks, most sectors are looking into the abyss again. Even gold stocks were put out with the garbage, while the price of gold keeps leveling aloft $1,500. What’s the deal with these golden equities?!

The first Western downgrade of US government debt is a fact!

Guess who's partying lately?!

Look out below...

Markets around the world are still creeping higher, while economic fundamentals are crumbling everywhere. And there are more signs on the horizon that things about to make a change for the worse: collapsing cattle prices!

While the commodity complex has been on a tear ever since the global recession cooled, there is one commodity that has been going nowhere: Natural Gas! Yet, we have been receiving hints that this game is about to change.

Overnight, we received some very interesting news on what Asian hedge funds are up to...

It's getting hot in here!

With prices of various precious metals hanging in the ropes, even bellwether gold had to take a step back. But if we dig a little deeper, we only see new gold records ahead… in euro!

With all eyes on the commodity sell-off, none of the popular media carousel (except for Zerohedge) was mentioning the euro crash/ dollar rush. This smells like a dollar short squeeze to us: a paradigm shift?