-
By Martin Hutchinson |
October 12, 2012
So what will the world look like when the dollar has crashed, and international investors and traders have lost all of their confidence in the greenback? The truth is if that happens it won't be like anything we've seen within living memory.
-
By Martin Hutchinson |
September 20, 2012
With an open-ended promise to buy $40 billion a month in agency-guaranteed mortgage bonds, the Fed Chief turned QE3 into a much larger gift called "QE Infinity."
But the truth is he would have been better off if he had tried the helicopter.
-
By Martin Hutchinson |
September 12, 2012
Realistically, it's pretty unlikely that the U.S. will ever re-adopt the gold standard, both because of the cost and because of the vested interests opposed to it. But most of the benefits of a gold standard can be attained without moving to one.
-
By Martin Hutchinson |
August 28, 2012
It's highly likely South African mine output will be heavily disrupted for several years to come – even if Malema's objective of mine nationalization fails. Like a disruption of oil supplies, disruption of South Africa's output will raise prices.
-
By Martin Hutchinson |
July 12, 2012
Rock solid dividends, low debt, and a hedge against Ben Bernanke and friends make these commodity stocks hard to beat. Or of course, there's always that CD down at the bank.
-
By Martin Hutchinson |
May 23, 2012
Over the last twelve months mining stocks have substantially underperformed the market. When you look more closely at operating numbers, the weakness in commodity shares is easier to explain.
-
By Martin Hutchinson |
April 23, 2012
Last month’s weak unemployment numbers, with only 120,000 jobs created, brought renewed wails that high oil prices were causing a recession. Having heard this refrain so many times, I thought I'd dig a little deeper.
-
By Martin Hutchinson |
April 2, 2012
Singapore is a relatively small economy. But its exalted position in wealth, economic freedom and clean government and business make it a country that is a highly attractive place to invest in. That's why its current modest P/E ratio is so surprising.
-
By Martin Hutchinson |
March 29, 2012
Even gold and silver investors need to diversify. That's why investing in precious metals means more than simply buying the "barbaric relics" that have served as money in the past.
-
By Martin Hutchinson |
January 12, 2012
Yes, I know that markets are irrational. I read Charles Mackay's 1841 classic, "Extraordinary Popular Delusions and the Madness of Crowds" long before it ever became fashionable. Even so, when you think about it, 2011 must set some kind of record.
