Stock Capitalist

Interestingly enough, the US dollar emerged as the safe-haven during the global stock market meltdown . Since 5/11, the US dollar rebounded 6.4% from a low of 109-yen to around 116-yen, while the Euro tumbled 3.8% or roughly 5 … US$ deposits and under-performing US stock markets . The enhance appetite for risk also stimulated strong demand for gold , as a hedge against monetary inflation by the big-3 central banks. But with the Fed signaling more rate hikes in July and …

Interestingly enough, the US dollar emerged as the safe-haven during the global stock market meltdown . Since 5/11, the US dollar rebounded 6.4% from a low of 109-yen to around 116-yen, while the Euro tumbled 3.8% or roughly 5 … US$ deposits and under-performing US stock markets . The enhance appetite for risk also stimulated strong demand for gold , as a hedge against monetary inflation by the big-3 central banks. But with the Fed signaling more rate hikes in July and …

Meanwhile, the Federal Reserve has lifted the fed funds rate sixteen times by 400 basis points to 5.00%, and is expected to lift the overnight loan rate 0.25% to 5.25% on June 29th. …. Are the global stock markets in transition to a bearish market or just undergoing a healthy correction in a longer term bull market ? What’s the outlook for gold and crude oil ? To read our analysis and forecasts, and learn about the basic fundamentals of how markets work for the CRB index , …

Hedge funds could borrow yen at zero percent and invest in the U.S. stock market ; or gold ; or silver; or, after all of these rate hikes, U.S. Treasuries and get 5%. The only real worry was the yen rising in value more than the return on other … In “ Financial War Games,” I talked about the European Central Bank running “stress tests” to see if it could handle a derivative meltdown . We might just be put to the test. Clearly, we are at a serious crossroads of the greatest …

He of late has been shifting out of consumer, health care, oil , energy and war stocks , and is betting more and more on technology. The raising of rates is not over as the Fed is battling to keep the dollar the global oil gold standard …. No, the real siege is coming from smart investors whose capital flight is highlighted by NASDAQ’s recent purchase of 25% of the London Stock Exchange, using borrowed funds from Bank of America, and the New York Stock Exchange Group …