bulls

This is not the time to be fully invested but neither is it the time to be side lined. We are in a nervous market where great opportunities present themselves at regular intervals. We recommend holding 25-50% in cash or cash like…

n the short term, one of the only remaining stumbling block in the form of the ongoing default proceedings in Greece seem to be no match for the ongoing positive animal spirit of the equity market. Only a week ago, we got news that talks in…

If I told you that the composition of an average UK equity fund changes by 90% a year, would that startle you? How would you feel if I added that the 20 funds with the highest turnover returned just 4.7% to investors in the 3 years to the…

We have been structurally bearish on equities since Absolute Return Partners was established in 2002. ‘Structurally bearish’ does not imply that we, or our clients, have had no exposure to equities throughout this period. Neither does it…

We’re not taking a victory lap here but think gold is now in the midst of a massive repricing as a legit global currency/store of value. Central banks are buying even at prices north of $1,500 per ounce. These are strong hands and not the…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de, with his take on the so called “Currency Wars” and China's role as a stabilizing factor in the world economy. Moreover,…

The U.S. long bond yield is edging lower with each and every passing day, and now stands below 3.90%. At the same time, we cannot help but notice the huge gap that still exists between 10s and 30s — nearly 100 basis points. There is…

Back in February I posted an article called "The bullish argument for the global economy" highlighting Goldman Sachs' Chief Economist Jim O'Neill's bullish view for the economy. O'Neill believed in February that a economic rebound was…

Marc Faber is a definite bull right now, despite his title as Dr. Doom. In the video below he makes his case for gold miners and for a general equity rally through April. His main points are:

Jeremy Grantham, who is chief investment strategist of Grantham Mayo Van Otterloo & Co and manages over $85 billion is telling clients to get out of cash.  His March newsletter had this to say: Every decline will enhance the beauty…