27 May
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 […]
Posted in Commodities, Energy, Inflation, Investor implications, Oil, gold, hedge by: arnie
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04 May
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 […]
Posted in Agriculture, Ben Bernanke, Commodities, Economics, Energy, Fertilizer, Housing, Inflation, Inflationary Policy, Manufacturing, Oil, Portfolio, Stagflation, interest rates, natural gas by: arnie
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21 Apr
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 […]
Posted in Agriculture, Housing, Oil by: arnie
2 Comments
15 Apr
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 […]
Posted in Energy, Inflation, Oil, Peak oil by: arnie
2 Comments
11 Apr
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 […]
Posted in Ben Bernanke, Energy, Inflation by: arnie
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