I just completed a post discussing the pros and cons of the Shiller PE. After reading it I thought, “Geez, as much as I like discussing cyclically adjusted earnings, this is a boring read.” While some of you would like […]
Tag: Real Rates
How Gold Got Its Groove Back
How Gold Got Its Groove Back by Frank Holmes Who says gold lost its appeal as a safe haven asset? After five straight positive trading sessions, the yellow metal climbed above $1,100 on a weaker U.S. dollar, its highest level […]
Poverty Matters for Capitalists – Charles Gave
Poverty Matters for Capitalists by John Mauldin, Mauldin Economics Having taken Thomas Piketty to the cleaners a few weeks back (see “Gave & Gave … and Hay”), Charles Gave now redresses the balance with regard to the issue of economic […]
Dollar & Complacency: Mother of all Asset Bubbles?
Outlook on Dollar, Currencies & Gold by Axel Merk, Merk Investments Take a quick look at the chart: When the stock market goes up almost in a straight line hitting record highs and volatility trends downward hitting record lows, it […]