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Counting the cost of ‘Frankenshock’

Counting the cost of ‘Frankenshock’

Counting the cost of ‘Frankenshock’ Matthew Allen Jan 14, 2016 – 11:00 One year ago – at exactly 10:29am on January 15 – a euro bought CHF1.20 worth of Swiss goods and services. At 10:30am, Switzerland’s central bank abruptly pulled the plug on its […]

The Myth Of China’s Currency Manipulation

The Myth Of China’s Currency Manipulation

The Myth Of China’s Currency Manipulation Populists keep the legend alive Five or six years ago, in the green room of the D.C. satellite of Fox News, I met Sen. Lindsey Graham (R-SC). Upon discovering that I once taught economics […]

More on the Capital Cycle

More on the Capital Cycle

We last left off here: follow-the-capital-cycle-as-a-contrarian Gold and the capital cycle_2 Edward Chancellor discusses the fall-off in supply in precious metals which bodes well for FUTURE profits for miners. The future turn in oil prices: http://www.resilience.org/stories/2016-01-12/arthur-berman-why-the-price-of-oil-must-rise Over or mal-investment in the commodity cycle: Commodity […]

How To Determine A Discount Rate

How To Determine A Discount Rate

How To Determine A Discount Rate As I mentioned in Value Investing 101: The Time Value of Money, interest rates are determined by a combination of: The asset’s risk The asset’s liquidity The asset’s maturity The expected inflation rate The “risk-free […]