Real Interest Rates

Is Financial Argmageddon Bullish For Stocks? One Bank's Surprising Answer

""We remain constructive on financial assets not because we believe in a sustainable recovery but rather because we do not believe in one, and thus we do not see any viable alternatives to an ongoing financialization, which needs to be facilitated through excess liquidity, avoiding proper price and risk discovery, and thus avoiding asset price volatilities.

What Goldbugs Have Been Waiting For: Goldman’s New Primer On Gold

"We believe that precious metals remain a relevant asset n class in modern portfolios, despite their lack of yield. They are neither a historic accident or a relic. Indeed, by looking at each of the physical properties of an ideal long-term store of value, we can clearly see why precious metals were initially adopted and why they remain relevant today." - Goldman Sachs

Bill Blain: "One Fund I Met Is Convinced Bond Markets Are On The Edge Of A Precipice"

"The fly in the ointment is the bond market. One fund I met is convinced Global bond markets and credit are on the edge of precipice and about to take that terminal step forward. Others fear the unintended consequences of taper and the “End of QE” triggering a reset across global financial asset values – especially across the bond markets." - Bill Blain

GoldCore's picture

Gold is currently up over 15% for the year, silver by nearly 12%. Both offer financial safe havens during times of war. All parties involved in the current geopolitical fracas are big holders of gold. Two of them, Russia and China are enabling the trade of the precious metal for key commodities.

Bill Blain: "This Is What Terrifies Draghi And Other Central Bankers"

"In short… it looks like full employment, rising inflation and signs of growth are going to force normalization, at which point the bond music stops and we all realise financial assets have been dancing naked in the Emperor’s New Clothes lap-dancing bar as the proverbial tide goes out! That’s a prospect that must terrify Draghi and other central bankers."

The Most Important Paper Of The Next Decade

"Whenever I tell people the next big crisis will come from inflation, not deflation, the looks of disgust are worse than when someone says Justin Bieber’s music is not that bad... and I must admit, I have always had difficulty articulating how inflation would manifest... until now!"