
A look at the chart for SLV from September 2007 to August 2008 (11 months) and from November 2010 to October 2011 (11 months) is remarkably similar – almost identical in fact. Therefore, if silver continues to trace out a similar path to what transpired in 2008, what are the possible implications for stocks, bonds, currencies, commodities, and precious metals? Take a look at the following 19 charts for some possible outcomes. Words: 731
October 18th, 2011 | Posted in Asset Allocation,Investing | Read More »
In this hostile financial climate, long-term investors must now give more thought than ever to capital preservation and sustainable growth… and Canada’s fortunes will surprise many. Its uniquely bifurcated economy can serve as a bridge from the developed to the developing world – at least for investors wise enough to cross it. Words: 776
August 13th, 2010 | Posted in Economy | Read More »
There is probably going to be more speculative money flowing into commodity markets again in 2010 but considering the supply/demand situation, we think soft commodities could easily go up 30%+ in 2010 and still not look overly expensive. Words: 436
April 21st, 2010 | Posted in Economy | Read More »
You’ll get a good return from the stock market — in nominal terms — in coming years but in real terms, it’s unsustainable and unrealistic. Oil, gold, and agriculture are going to be the biggest winners when the dollar starts its slide. Words: 825
March 1st, 2010 | Posted in Gold/Silver,Other Commodities | Read More »
One conclusion I think we can agree on is the need to maintain defensive strategies and minimize volatility and downside risks as well as to focus on where the secular fundamentals are positive such as in fixed-income and in equity sectors that lever off the commodity sector, under the proviso that the “experts” are correct on this particular forecast — that China and India remain the global growth leaders. Words: 1380
January 21st, 2010 | Posted in 2011-12 Forecasts,Economy | Read More »