investing on the waves

Yield curve out of sync with economic momentum Gold/ silver rate, ISM and IFO are pointing to much flatter yield curves than we see at the m...

quities are reacting negatively on higher oil prices, after a long period the opposite happened. This is caused by the market seeing higher ...

BCA had a special on inflation. Economics has not found out if the current situation of excessive money growth, high increase in commodity p...

A commission of republicans and democrats is studying the reasons how the credit crisis erupted (by the way: a nice time line for the credit...

Strategas was in a bad mood that the PE's have gone down so much,while bond yields and inflation are so low. There are too many uncertai...

In the month the first half is better than the second. Especially the first day of the month is excellent, see chart of Bespoke.

Bianco had today un update what the monthly performance of the S&P 500 has been. September is the worst month, November and Decemebr the...

Last week i got a lot of stories that China is a bubble or will become one soon. Chris Watling had one and also John Mauldin in its weekly c...

On the dutch site IEX Cees Smit had a worrying chart about the gold price: according to his twindicator the gold price has gone down too muc...

Standard Chartered extrapolated the growth of the countries in the world to 2030 according to their own expectations. They are 2,5% growth f...

The retail sales are the most important indicator for growth in the US. It leads a bit ISM orders. At the end of 2008 and at the beginning o...

o Chinese equities went down a bit on the 0.5% hike of needed reserves for banks, but at the end of the day the market recovered and closed ...

The analysis of Tilton (GS) puts question marks behind my expectation for a marginal rise of US core CPI based on higher rents. The three ma...

This story is sent to me by a collaegue form the English The Independent, but you see it at many places, also in India (they also dream abou...