Silver as an investment

Category Archives: fixed

Here’s How Government Pension Funds Are Trying To Close Their $7 Trillion Funding Gap

Authored by Simon Black via SovereignMan.com, There may perhaps be no other group of investors that’s more DESPERATE today than pension funds. Pensions, of course, are the giant funds responsible for paying out retirement benefits to workers. The idea is that both the employer and the employee typically contribute a set percentage of the employee’s […]

Shocking Admission From Global Head Of Strategy: “Our Clients Have Given Up On Valuation As A Metric”

For all the recent concerns about an “imminent” nuclear war with North Korea (not happening, according to the head of the CIA), which prompted a stunned reaction from Morgan Stanley which earlier today observed the “70% rise in the VIX index over three days, 2% drop in global equities, and more than a few holidays […]

Does Kim Jong-Un’s Strategy Make Sense?

Authored by Federico Pieraccini via The Strategic Culture Foundation, "Looking at the recent North Korean testing of two intercontinental missiles, it may seem that Pyongyang wishes to increase tensions in the region. A more careful analysis, however, shows how the DPRK is implementing a strategy that will likely succeed in averting a disastrous war on […]

What’s Next For The VIX? RBC Explains

Yesterday, as the VIX was setting up for one of its biggest one day jumps in history, we reminded readers just how massive the short-vol overhang was courtesy of the following chart from JPMorgan showing that the net Vega on VIX-related ETFs was at an all time high, suggesting that the risk of a vol-buying […]

Gundlach Is Quietly Heading For The Exit: “Volatility Is About To Go Up”

DoubleLine Capital’s Jeff Gundlach has become one of the most visible critics of market complacency, revealing his purchase buy five- and eight-month S&P 500 put options. Now, the legendary bond investor is touting his bet on a spike in equity market volatility as one of his “highest conviction” trades, according to an interview with Bloomberg. […]

Bitcoin Forked, and Gold and Silver Report 6 August 2017

So bitcoin forked. You did not know this. Well, if you’re saving in gold perhaps not. If you’re betting in the crypto coin casino, you knew it, bet on it, and now we assume happily diving into your greater quantity of dollars after the fork. You don’t have a greater quantity of bitcoins; bitcoin has […]

The Madness Is Back: Homeowners Take Out Mortgages To Buy Bitcoin, Cars And Wine

It’s been about a decade since the term “mortgage arbitrage” made headlines. It’s back. In the clearest sign yet of just how late far the investing cycle the developed world finds itself, the FT writes that wealthy British homeowners are again borrowing against their property to invest in bonds, equities, alternative investments or commercial property […]

In Epic Letter, Elliott’s Singer Rages Against Everything From Passive Investing To “Safe Spaces”

We’ve frequently warned about the myriad of potential risks arising from the massive capital flows from active to passively managed accounts which will eventually, and inevitably, wreak havoc upon the markets.  It is, in fact, this transition which is inextricably linked to the market’s apparent disregard for traditional valuation metrics as it surges to all […]

Is The Dollar Setting Up For A “Rip Your Face Off” Rally Or Total Freefall?

Authored by Charles Hugh Smith via OfTwoMinds blog, There's not much to encourage Bulls in the daily chart of the USD. The U.S. dollar's relentless decline this year poses a question: is the USD setting up for a monster rally, or is it in a slow-motion crash? Opinions vary, of course, as to the possible […]

These Were The Best Performing Assets In July And YTD

July was a great month for virtually all asset classes (at least those tracked by Deutsche Bank) with the notable exception of what, which tumbled after surging previously. As DB’s Jim Reid writes, there was strong performance for most assets in the bank’s sample as various market volatility measures trended lower over the past month […]