Overall, most stock markets and financial assets are over-bought, investors are very complacent...
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Thursday, November 23 - 2006 at 08:07
Despite its correction from $730 to the current level, gold is still up 12% year-to-date compared...
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Monday, October 16 - 2006 at 07:53
There is now a widespread belief that the US housing market is dead and that the economy will...
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Thursday, September 14 - 2006 at 08:11
The upside potential for equities appears to be very limited despite the likelihood that the Fed...
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Wednesday, August 23 - 2006 at 21:10
Personally, I think that at present Two-Year Treasury notes, which yield around 5.1 per cent,...
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Sunday, July 16 - 2006 at 15:29
For our Middle Eastern friends, I believe that for the next few weeks, their extremely over-sold...
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Tuesday, June 13 - 2006 at 09:36
Had I been a lecturer at a university in the past, and if I had, at the time, the opportunity to...
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Monday, May 15 - 2006 at 14:21
Most asset markets including stocks and commodities are extremely overbought, and there is far...
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Sunday, April 16 - 2006 at 16:03
In sum, my view is that holding cash is now not such a bad alternative. I fully expect to be able...
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Thursday, March 23 - 2006 at 12:46
One month ago, I pointed out that investors were euphoric about buying everything. The same still...
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Wednesday, February 22 - 2006 at 09:02
A word of caution: All asset markets (except for the US dollar and US bonds) have been very...
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Monday, January 16 - 2006 at 10:20
From recent US Federal Reserve Board meeting minutes, it would appear that monetary policies will...
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Thursday, December 15 - 2005 at 08:53
In the intermediate term, Mr. Bernanke - in order to improve his reputation as a money printing...
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Sunday, November 20 - 2005 at 15:59
Next time the Fed embarks on its usual money printing exercise, consumer price inflation...
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Monday, October 10 - 2005 at 09:18
What I am thinking is that while the early 1980s represented a lifetime buying opportunity for...
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Tuesday, September 13 - 2005 at 10:28