Steel Supports Recovery
One good way to measure the strength of the global recovery is with a steel yardstick.
At 124 million metric tons, global crude steel output last month was up 29 percent year over year due to growing demand, and it was nearly 10 percent above pre-reces...
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Chart of the Week – Chinese Wages
Labor unrest is rising in various forms in China, with industrial workers using their power of numbers to try to secure higher wages and better working conditions. The protests have been peaceful for the most part, though some have involved clashes wit...
An Expert’s View on Yuan Appreciation
Global markets got a nice lift on news that China will allow gradual appreciation of its currency against the U.S. dollar.
But those who closely watch the issue are emphasizing the word “gradual,” as in “don’t expect too much ac...
Finding Gold in the Mainstream
The New York Times dedicated a chunk of last Sunday’s paper to gold as a mainstream investment. In other words, gold is now legit -- no longer can it be dismissed as the asset of choice for fringe types with a cellar full of canned goods and a st...
Finding Gold in the Mainstream
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors The New York Times dedicated a chunk…
U.S. Equity Market Diary (June 21, 2010)
U.S. Equity Market Diary (June 21, 2010) The figure below shows the performance of each sector in the…
The Economy and U.S. Bond Market Diary (June 21, 2010)
The Economy and Bond Market Diary (June 21, 2010) Treasury bond yields were little changed again this week,…
Gold Market Diary (June 21, 2010)
Gold Market Diary (June 21, 2010) For the week, spot gold closed at $1,256.80 per ounce, up $30.10,…
Energy and Natural Resources Market Diary (June 21, 2010)
Energy and Natural Resources Market Diary (June 21, 2010) Strengths U.S. domestic steel mill utilization increased to 74.6…
Emerging Markets Diary (June 21, 2010)
Emerging Markets Diary (June 21, 2010) Strengths Further progress was made in the third round of negotiation between…
How a Drilling Ban Hurts the Little Guys
While the world waits for oil to stop gushing from the ocean floor, a large group of Americans are waiting to go back to work.
Offshore drilling has been shut down since the Deepwater Horizon accident in mid-April that claimed 11 lives and started the ...
Vietnam and Gold
Many Asian countries have strong affinity for gold, with Vietnam apparently at the top of the list. On a per-capita-income basis, Vietnam consumes twice as much gold as India and 10 times that of China.
Vietnam’s gold market has blossomed in resp...
Afghan Riches: Not So Fast
The New York Times recently ran a story claiming that $1 trillion worth of mineral wealth lay under the soils of Afghanistan, and this war-ravaged country could become “one of the most important mining centers in the world.”
It’s an i...
World Spotlight on South Africa
South Africa takes to the world stage as it hosts soccer’s first World Cup to be played on the African continent. For the next 30 days, the eyes of the globe will be watching Rooney, Cristiano Ronaldo, Maicon and Messi battle it out for world soc...
Index Summary and U.S. Equity Market Diary (June 14, 2010)
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index rose 2.81 percent.…
