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The Chinese Copper "detour"

There's an old Irish joke about a guy who's lost and desperately looking for the road to Kilearney. When encountering a farmer and asking for the right direction, the answer comes straight : "If you're heading for Kilearney, I wouldn't depart from here". Chinaman's dilemma is identical. The detour ...

Written by Christof Govaerts
On March 29, 2011
Tags : Commodities China

Automatic Pilot

"I don't trust automatic pilot, I wanna be myself when the fall-out comes..."D. Blanchart - "Living in a cockpit". 2008 was a period where world markets suffered a correlated crash with virtually every asset class collapsing in an unprecedented fashion. Can it happen again ?

Written by Christof Govaerts
On March 28, 2011
Tags : Commodities Financial Markets

Is a new gold-standard part of the solution ?

The gold price continues to climb. On a log-scale, gold (in USD) is on a steady upward trend, with some corrections on the way.This could imply several things (some probably simultaneously): confidence in the banking system remains weak ...

Written by Geert Noels
On September 20, 2010
Tags : Commodities

Gold and deflation

Interesting piece of reading from Tocqueville Asset Management 23851330-A-Contrarians-Dilemma

Written by Geert Noels
On December 08, 2009
Tags : Commodities Stocks

Willem Buiter believes gold is worth nothing (zero, nihil)

That's a statement, Willem Buiter in the Financial Times: G old is a six thousand year-old-bubble.

Written by Geert Noels
On November 13, 2009
Tags : Commodities

Veranderen westerse centrale banken hun (verliezende) goudtactiek?

Een onopgemerkt nieuws in al het gekrakeel rond jobs in de Verenigde Staten: Europese centrale banken hebben beslist hun goudverkopen bij te stellen . Al jarenlang verkopen de centrale banken hun goudvoorraden om 'te diversifiëren' en te investeren in 'activa met een beter rendement', zoals (Amerikaans) ...

Written by Geert Noels
On August 08, 2009
Tags : Commodities Stocks

China buys gold that the IMF and others are selling... (update)

As said in previous posts, I question the intelligence of the US Federal Reserve's monetary policy. More generally, I think that the Anglo-Saxon economic and financial policy has been a complete failure . The latest 'aggressive move' includes the complete explosion of budgetary balances and the willingness to ...

Written by Geert Noels
On April 24, 2009
Tags : Commodities China Emerging East

A Golden Bubble

The chart above suggests that gold is in the early phase of a bubble. This implies that the price of the yellow stuff could start to rise more spectacularly in the coming year, to crash back to earth later. Shorting gold therefore would be quite dangerously. National banks around the world have been selling their gold, or leasing ...

Written by Geert Noels
On March 13, 2009
Tags : Commodities

Goud zet bullmarket voort

Welk actief heeft in elk van de 8 afgelopen jaren een hogere waarde aan het jaareinde laten optekenen? Cash en... goud. 2000 -- $273.60 2001 -- $279.00 2002 -- $348.20 2003 -- $416.10 2004 -- $438.40 2005 -- ...

Written by Geert Noels
On January 03, 2009
Tags : Commodities Stocks

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