Inflation in Emerging Markets: Systemic Handicap or Short Term Concern
Emerging markets have grabbed a lot of our attention since 2008 and this priority of ours is considerably evident in our newsletters and commentaries since that time. It makes a great deal of sense for multiple reasons. First, many observers got a fresh reminder...A Random Walk Down the Deutsche Lane: From County Banks to the IMF Doorstep
On June 1, the French-German channel called Arte will broadcast a controversial documentary titled “The Octagon System”. The website www.Rue89.com claims that the producer started the project in 2007, but then the channel backtracked, due to its controversial topic,...The Road To Growth: Opportunities in Global Infrastructure
As a sort of preface for our newsletter next month we will briefly touch upon some general sentiments we hold for holding positions in assets that will rise with the expected global infrastructure boom. Figure 1: Global Growth Sources: Past and Future, IMF The table...Inflating into Oblivion: Hard Asset Investments are Just …Precious
This commentary is a continuation of our theme that hard/real assets that are no one else’s liabilities – in contrast to financial “assets” – represent anchors in portfolios. It also serves as a prelude to our upcoming newsletters about infrastructure, international...Market Update
We have seen some serious volatility in the precious metals markets over the past week. It is no secret that we employ them as an anchor for our portfolio strategies. The sharp sell-off in the silver market is a result of the CME (Chicago Mercantile Exchange) raising...Sign Up for Our Publications
