Global House Price Imbalance
According to The Economist, there are still six global real estate markets that are more than 30% overvalued. Australia shows the largest overvaluation at 61.1%, followed...
Avoid Australian Equities?
The correlation between Australian stocks and Chinese stocks is near a record high. If you are bearish on China, you probably want to avoid...
Dow Industrials vs. Gold
In the last 115 years there have been three secular bull markets in gold versus the Dow. The current secular bull market in gold...
A New All-Time High
A $1 trillion dollar bailout of overly indebted euro-area governments has helped push gold to a new all-time high. The bailout in Europe greatly...
A Wake-up Call for Investors
The Dow Jones Industrial Average fell more than 5% this week. Up until this past week, U.S. stocks marched higher despite the increasing risks...
If Greece Fails, is Portugal Next?
Greek government bond yields have surged to over 16% in recent days. If Germany doesn’t step into to save the Greeks, a default is...
Euro Breaks Through Key Support
Euro breaks through key support level. Next support level will be reached somewhere between $1.25 and $1.30. A weaker euro lessens the probability of...
Pop Quiz
Is the largest stock fund an ETF or a mutual fund?
A Threat to Global Economic and Financial Stability
There is an emerging real-estate bubble in China. Ultra-loose monetary policy in the U.S. and an over-the-top stimulus plan in China, coupled with a pegged yuan, have created optimal bubble conditions.
Investment of the Decade
The investment of the decade and the exodus from Wall Street…