Turning points? Back into recession methinks… I hope you enjoyed the first round of economic history from 2008 to 2011, I think it is time for round 2. Alan Greenspan was on CNBC l... Continue reading
Recent Irish bond yields explained in plain English. We are not issuing bonds, so the cost of servicing our debt has not magically risen to ‘7%’ because we are not borrowing at that rate, ... Continue reading
Bond Bubble Looming, where does it end? We have been talking about this for a while (28/01/09, 11/03/09, 23/04/09), it was a popular topic on this blog in 2009 but well covere... Continue reading
Gold: Trading over $1,300 “Contradictions do not exist. Whenever you think that you are facing a contradiction, check your premises. You will find that one of th... Continue reading
Kevin O’Rourke talks to CFA Ireland This is the video taken at the Radisson Golden Lane in which Kevin O'Rourke of TCD delivered a talk about 'The Great Depression to the ... Continue reading
Gold prices, very much a dollar story (for now) While we are bullish on precious metals (in particular silver) it is important to remember that many commodities are dollar denominated... Continue reading
Precious Metals: Is Silver the Golden opportunity? Gold prices broke the $1,000 mark again and have been hovering around that mark for some time (today's spot price is $991.91), this is ... Continue reading
Hedgefunds, risk, and finding the silver lining of any dark cloud. Here is a simple question: 'how do you protect or even augment your portfolio returns when markets are crashing or where there is syste... Continue reading
The Final Crash, by Hugo Bouleau (book review & interview) Hugo Bouleau's (pseudonym of the author) book was for me, perhaps the most riveting reading of 2008. I like to underline important sent... Continue reading