gold

Gold is up big today and trading like the monetary printing presses are ready to kick into overdrive. We believe the recent Fed speak about QE3, possible BofJ intervention to weaken the yen, and growing expectations that tomorrow’s…

This is pretty funny. (Hat tip Scott)

The elevated volatility levels have made for difficult times for many investors. To simplify the complexity, there is much reference to risk-on and risk-off. We look at the correlations (60-day rolling correlation of the percentage change)…

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…

The following is a brief outline of "Gold and the 'Flations," published in the April 2005 Gloom, Boom & Doom Report. General talk has it that gold is a hedge against inflation. We might take this a step further and conclude that a…

In an interview from late September, Zulauf tells James Turk that he is very much a eurosceptic. The external imbalances in the euro zone make the euro an untenable currency union. Like David Blanchflower, Zulauf remarks how markets are…

Marc Faber told CNBC yesterday that he thinks the S&P500 could fall to as low as 1010 by the end of the ongoing sell-off. Faber also believes gold could fall. However, he believes both markets are oversold and is more keen to buy gold…

Now the market must contend with three macro bears: 1) how much and how Asia slows; 2) the Eurozone debt crisis; and 3) the slowing U.S. economy and employment/political problem. Continued volatility and 1101, 1101, 1101 on the…

One defining characteristic of the current market is time compression. What used to take weeks and months now happens in hours, if not seconds. It’s gotta be the robots and algo trading, no? Do you feel a little like the modern day version…

A quick update to our recent posts on Apple and gold. Apple has broken out of its bullish pennant formation and looks poised to take out the July 26th all time high of $404.50. This is a chip shot from current levels and could happen…