In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks. Regards, Greg Canavan, Editor, Fat Tail Alliance, The Insider and Fat Tail Investment […]
World Markets: Global Insights into Financial Trends and Investment Opportunities
When concerned with the global economy, it’s important to look beyond the powerhouses that are often in the spotlight, and to look at the various emerging markets operating just off stage.
Today’s biggest emerging markets (BEMs), include Argentina, Brazil, China, India, Indonesia, Mexico, Poland, South Africa, South Korea and Turkey. Not as big, but still making impact, are Egypt, Iran, Nigeria, Pakistan, Russia, Saudi Arabia, Taiwan, and Thailand.
Silver About to Explode Higher
Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.
INVESTORS BEWARE
The US dollar and US bond yields flew higher in preparation for Trump. But have they gone too far now that deals are being made and the worst fears aren’t panning out?
Murray shows you what will unfold if the US dollar and US bond yields start falling fast. One thing that could come out of left field is Japanese Yen carry trade unwinds.
US tech stocks were hammered last time so investors should be prepared.
The Coming Oil Collapse Could Be Bullish for Gold Stocks
Gold keeps running despite the strength in the US dollar. Oil is looking shaky and could collapse below USD$70. A spike in the gold/oil ratio could put a rocket under gold stocks and Murray shows you why.
Jump into This Sector Now
A strong run could be imminent
Your Trumponomics Guide
The big players are already moving huge sums of money around the world in preparation for Trumps arrival. Bond yields are flying higher as the US dollar spikes and oil and copper are on the move.
Murray outlines all the key levels you need to watch as Trump turns the rules of the game upside down.