Buy Sell and Tell Investments

by Arnold Joe

27 May

Inflation hedging: Gold versus Oil

In many parts of the world such as the U.S. and just about any country that manages its currency (e.g. China, Latin America, Russia, OPEC nations etc) have seen inflation continue to climb. With inflation being so high and interest rates being low, the returns available on some fixed income investments (e.g. bonds) have a […]

04 May

How to invest during a stagflation (combination of recession and an inflationary environment)

Should North American investors be investing based on an economic environment that is recessionary or inflationary?
As mentioned previously, the US economy seems to be in a bull market as bad news (such as housing or employment stats) results in rising stock markets. If the market responds to bad news by pushing up the stock […]

21 Apr

Housing weakness contagion spreads; oil demand keeps growing

Recap:
Another US bank reported poor earnings, as Bank of America’s profits fell 77% on $6 billion of write downs. So far this quarter most of the poor earnings have been restricted to the companies with financial exposures i.e. banks.
Commodities:
Interesting stat by the International Energy Agency (EIA) that shows oil consumption by the emerging markets […]

15 Apr

More business bankruptcy, home foreclosures and inflation.

Recap:
Dow was up 60 and TSX was up 112. I’m not really sure why the Dow was up other than Johnson and Johnson posted okay results; I guess investors took it as a positive sign that the market woes hadn’t infected all sectors of the economy. TSX was up probably because oil hit another record […]

11 Apr

Friday 11th - Recap

Recap:
The Dow Jones and TSX were both down 256 and 226 points on Friday respectively probably the result of General Electric posting lower profits q/q and also lowering guidance for the year. This comes only a short time after the company had affirmed guidance in March. Markets are nervous because of the implications that weakness […]

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