Good Time to Buy Chinese Currency: Follow the 'Hot Money' [View article]
If there is a risk of stagflation, PBOC will look to raise interest rates and control it at the expense of growth. It will also cause the rate of funds inflow to slow as investors are usually scared off by the term stagflation... Things can turn around mighty fast as foreign investors get cold feet. Besides the pull out of funds willl be faster as is evidenced in India. Don't follow the hot money because it is very hot already.
Global 'Oil Shock' Rattles World Stock Markets [View article]
1) Gold is not consumed. You can always say I have my gold right here, stashed under my pillow, when you go to bed, you can't say the same of Oil or any of the other currently high flying commodities. 2) Its odd that Bond vigilantes are asleep and in a coma. They will arise with full vigor shortly. 3) Commodities traders beware, there's only so much the world can take. Don't drive the rest of the world into a recession as well. Demand is directly linked to the price at which it can be consumed.
What does this article tell me ? A Global Recession is on the way and its going to be bad, its going to last longer than anyone expects and there are going to be very few safe havens. They will be the usual, Gold and Cash.
Good Time to Buy Chinese Currency: Follow the 'Hot Money' [View article]
Global 'Oil Shock' Rattles World Stock Markets [View article]
2) Its odd that Bond vigilantes are asleep and in a coma. They will arise with full vigor shortly.
3) Commodities traders beware, there's only so much the world can take. Don't drive the rest of the world into a recession as well. Demand is directly linked to the price at which it can be consumed.
What does this article tell me ? A Global Recession is on the way and its going to be bad, its going to last longer than anyone expects and there are going to be very few safe havens. They will be the usual, Gold and Cash.