MANIA / CREDIT BUBBLE BULLETIN

Mania   Doug Nolan     This might be the most fascinating market backdrop of my career. Not yet as dramatic as 1987, 1990, 19...

THE MOMENT OF TRUTH FOR THE SECULAR BONDBULL MARKET HAS ARRIVED (ESSAY 1) / MAULDIN ECONOMICS

The Moment of Truth for the Secular Bond Bull Market Has Arrived By John Mauldin “ The moment of truth has arrived for [the] secular b...

EMERGING MARKETS: COUNTRIES RARELY DEFAULT ON THEIR DEBTS / THE ECONOMIST

Emerging markets Countries rarely default on their debts Venezuela is the exception to the rule VENEZUELA is an unusual country. ...

GOLD - WHAT ARE WE WAITING FOR? / SAFE HAVEN

Gold - What Are We Waiting For? By: Kelsey Williams The other shoe to drop? The next big move? Up or down? Gold’s reign as the “n...

A YEAR IN ENERGY: WHAT WE HAVE LEARNT IN 2017 / THE FINANCIAL TIMES

A year in energy: what we have learnt in 2017 By Ed Crooks “These were shadows of the things that have been,” the Ghost of C...

IS THIS THE LONG-AWAITED GOLD BREAK-OUT -- OR JUST ANOTHER PAPER MARKET HEAD FAKE? / DOLLAR COLLAPSE

Is This The Long-Awaited Gold Break-Out – Or Just Another Paper Market Head Fake?     That was fun. Since mid-December gold has beha...

INTANGIBLE ASSETS ARE CHANGING INVESTMENT / THE ECONOMIST

Buttonwood Intangible assets are changing investment Forecasting profits is not as helpful as it used to be WHEN you work as an equ...