The case for metals remains not that of outright inflation but that of central banks prolonged liquidity drives. Currencies will gain/fall versus one another, but fresh asset purchases will maintain gold and silver ahead. Rising metals remained the consistent play over the past 2 months, supporting my near-term gold outlook
By Morningstar:
By Patricia Oey
While we usually recommend using single-country funds as satellite holdings given their niche exposure, we think iShares MSCI United Kingdom Index (EWU) is suitable as a core foreign-equity [...]
By Caiman Valores:
Since my last Ecopetrol (EC) update there have been news stories publicizing an extraordinary event; Colombia’s Ecopetrol surpassed Brazil’s Petrobras (PBR) by market cap on Tuesday 15th May 2012, to become the largest [...]
By Morningstar:
By David Whiston, CFA, CPA, CFE
We believe current U.S. light-vehicle sales are far below where they should be, and assuming no further supply constraints, we are very optimistic [...]
By Bard Luippold:
“If I were one of these crazy hedge fund guys, with the slick haircuts and fancy shoes and racing stripe shirts, the trade I’d put on is 10-times-leveraged natural gas long versus 10-times [...]