The Art of Speculation
Do you want a more progressive portfolio? Taking advantage of our broad knowledge and experience of every world market and asset class, including those seen as more speculative.
The Art of Speculation Read More »
Price is what you pay. Value is what you get.
20 months in and we wish to provide an update as to how our Model Portfolio has been performing. The following is the original strategy as outlined on this blog as we commenced trading back in February 2016. The portfolio has made 30% profit during this period.
Price is what you pay. Value is what you get. Read More »
Only the Dead Have Seen the End of War
“Only the dead have seen the end of war.” Plato “War is simply economic entropy played out to its final and logical conclusion.” The Impartial Lens 2013 “In the councils of government, we must guard against the acquisition of unwarranted
Only the Dead Have Seen the End of War Read More »
Oil & Gas Industry Dealt the Ace of Trump
President Trump signed executive orders last week, clearing the path for the controversial Keystone XL and Dakota Access Oil pipelines as he moves to expand energy infrastructure in the U.S. The Trump administration is a pro-energy one with former Exxon Mobil CEO Rex Tillerson appointed as Secretary of State and Rick Perry for Department
Oil & Gas Industry Dealt the Ace of Trump Read More »
Russia – From Bear to Bull
From 2014-mid 2016, the economic sanctions placed on Russia led to the devaluation of the ruble which sank from 28 rubles to the dollar to 70 rubles by early 2015. Russia was then hit by the collapse in oil prices which greatly affected the economy as the country is the 3rd largest oil producer in
Russia – From Bear to Bull Read More »
Mulvaney – A Believer in Gold
Incoming President Trump pulled a rabbit out of the hat last month when choosing Republican Congressman Mick Mulvaney as his budget chief. This has largely gone under the radar of the mainstream press bar a couple of articles announcing the decision.
Mulvaney – A Believer in Gold Read More »
China Takes a Seat at the IMF’s Top Table
Global monetary order is evolving as the Chinese Renminbi has recently entered the IMF’s Special Drawing Rights (SDR’s) basket of top-tier currencies which determines currencies that countries will receive as part of IMF loans.
China Takes a Seat at the IMF’s Top Table Read More »
How to Hedge against Poor Monetary Policies
‘The time to repair the roof is when the sun is shining’. – John. F. Kennedy The uncertainty that dominates the global markets is breeding fear which we believe will ultimately send precious metal prices higher.
How to Hedge against Poor Monetary Policies Read More »
India’s Advance
India has recently surpassed China to become the fastest-growing economy in the world. Prime Minister Modi’s new reforms are countering years of anti-capitalist regulations of previous heads of state. We believe that India has the potential to be among the strongest economies over the long-term.