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Precious Metals
982 posts
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
October 26, 2008
Counterparty Risk Easing: CDS Spreads Decline
According to BCA Research, CDS spreads declined sharply last week, further indicating that normalization of inter-bank lending could develop. CDS…
October 22, 2008
Falling LIBOR Spells Relief
Plop, Plop, Fizz, Fizz, Oh what a relief it is... Finally LIBOR rates have fallen meaningfully, and that…
October 21, 2008
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
October 8, 2008
Interest Rates Cut by 0.50% Around World
Key Central Banks around the globe have announced a concerted cutting of interest rates, by 0.50%, this morning,…
October 8, 2008
European Credit Crisis Deepens Global Selloff
Ongoing credit market turmoil and a rapidly deteriorating economic outlook have hit global equities very hard. Ongoing credit…
October 7, 2008
Euro Down Against Dollar
As pointed out by one of our favourite commentators, Hugh Hendry, CIO, Eclectica Asset Management, Ireland's plans to…
October 3, 2008
Hendry: Ireland's Guarantee will Destroy Euro
We are huge fans of Hugh Hendry, the outspoken and brash CIO of UK based UK-based Eclectica Asset…
October 2, 2008
High Yield Credit Spreads at Record Levels
As of today, credit spreads on High Yield bonds have attained new heights, those not seen since October…
October 2, 2008
Bailout Failure: Voters Rescued
Perhaps the biggest problem with the credit market debacle is that Main Street doesn't get it. Literally. Try…
September 30, 2008
Is There a Bull Market Somewhere?
Not likely, according to PIMCO's Bill Gross. In his most recent Investment Outlook, Gross, reasons and opposes (for…
September 24, 2008
Credit Crisis Observations
Niels Jensen and Jan Wilhelmsen of Absolute Return Partners (www.arpllp.com) produced an informative analysis of the credit crisis…
September 23, 2008
Highs and Lows of the Week
The following chart shows how the ten sectors of the S&P 500 performed this week in the context of…
September 19, 2008
Rob Fraim's Call on Energy
September 17, 2008 - The fall in the price of oil during the past two months may not have surprised everyone,…
September 17, 2008
Few Gain, Many Lose from Frannie Bailout
UK bank shares are having a huge day (above are the 9:20 a.m. (Eastern Time) prices of UK bank stocks,…
September 8, 2008