A wider perspective.

Ideas and analysis on money, markets and the world around us.

Market Report: Lift-off!

Gold and silver rallied strongly this week, particularly yesterday (Thursday), following a strong showing in Asian trading. Gold had put on $20 in the Asian session, before putting on another $30 during American hours,…

Read the article

Gold outlook improves

There is a conflation of three related events that materially alter the prospects in favour of a higher gold price. The change in the outlook for US interest rates has probably put an end to the dollar's four-year bull…

Read the article

Shorting the yuan is dangerous

Last Sunday (31 January) Zero Hedge ran an article drawing attention to the big names in the hedge fund community who are betting heavily that the yuan will suffer a major devaluation any time between the next few…

Read the article

Market report: Silver fixed

Gold and silver continued their rise, feeding on the problems facing equities as they try to adjust to the downgrading of the US's growth prospects. There was an attempt yesterday to mark the gold price down from…

Read the article

Surprises in store….

The month of January has been a wake-up call for complacent equity investors. From the peaks of last year stock indices in the major markets have fallen 10-20%, give or take. On their own, these falls could be read as…

Read the article

This is not 2008 – at least not for gold

This is not 2008 – at least not for gold What a difference a month makes. As the market reassess growth and asset prices under renewed volatility – and with a more passive response from Central Banks thus far – the…

Read the article