The aftermath of the COVID crisis and the ongoing Ukraine conflict has been a surge in inflation to level not seen in a long time. From globalization and fear of deflation to friend-shoring and fear of inflation. Looking back at the last 40 years, summer 1982 marked the start of...
In the analytical process of my portfolio approach I highlight these five interconnected points. To simplify! In a strong trend, each tends to confirm the behavior of the other. Ex: strong bull trend will show a great majority of stock trending higher (homogeneity & breadth), Credit spreads compressing, general optimism,...
Obs: if you click on the charts you get a wide picture I like to use the PRING Inflation and Deflation index. Deflation-sensitive stocks include industry groups such as banks, insurers utilities and so forth. These equities tend to outperform when economic conditions are either weak or in the early phase...
You may have come across some info in regard to the Basel III potential impact on Gold price. Here is an article by Mathew Piepenberg via GoldSwitzerland.com, which covers pretty well the changes. The way I look at it is that physical gold price will probably become the main...
Following-up on my December 6th, 2020 post , there was a link about a great work done by Christopher Cole from Artemis Capital (The Allegory of hte Hawk and the Serpent). Here is a great interview he made last year with Danielle DiMartino https://youtu.be/SkfgEZtJ9LA
Back in July and August 2020, I had published updates on the yellow metal since Silver had broken an important resistance. Here is an update of GOLD/ZROZ (US treasury 30 year zero coupon bonds) or..future long term cash! (Above chart) GDX (Gold Miners)/ZROZ. Precious metal investors (Gold Bugs) have been a bit...
The two charts are a just an illustration over time of how I best view the principal driving forces behind the markets. What matters here, are the proportions and their respective empirical evolution. It varies countries from countries but since we all use the same monetary/economic system, the trip is...
COVID 19 has exposed many weaknesses of our system. Mainstreet awareness that things are not working the way it should be, is increasing fast and the clock is ticking. In SGG’s approach, I highlight one question “Do Central Banks have such unlimited power without unintended consequences? In Princes of the...
