Commentary · page 7
- Europe’s Deflation Fear
June 6, 2014 · Border Gold Corp.
The story with the ECB was that all they had to do thus far was wave their metaphorical policy weapon without every firing a bullet.
- Is a Golden Opportunity Finally Presenting Itself?
May 30, 2014 · Border Gold Corp.
There is a bizarre dichotomy between financial markets and the economy.
- Back to the Bond Market
May 23, 2014 · Border Gold Corp.
Gold has not closed outside the range of 1,282 to 1,311 US per oz. since April 14, 2014. It has made the market action over the last six weeks decisively boring.
- A Dose of Reality
May 15, 2014 · Border Gold Corp.
2014 so far hasn’t really panned out as many had anticipated. While financial markets, particularly equities have seen increased volatility, the year of a strong greenback (US dollar) corresponding to a strong US economy is yet to develop.
- Upbeat Economy, Beaten Down Markets
May 3, 2014 · Border Gold Corp.
Equity markets on Friday provided no indication that the April jobs report exhibited the best growth in payrolls since January of 2012, or second best since the US escaped recession in mid-2009.
- What Happened to the American Dream?
April 25, 2014 · Border Gold Corp.
“The inherent vice of capitalism is the unequal sharing of blessings; the inherent virtue of socialism is the equal sharing of misery.” - Winston Churchill…
- Four Years On
April 12, 2014 · Border Gold Corp.
Greece’s return to the bond market was extremely well welcomed, but for the investment opportunity in an environment that will continue to see downward pressure in European interest rates.
- What the Markets are telling us about the Economy
April 5, 2014 · Border Gold Corp.
Friday’s US payroll numbers revealed a key milestone for the US labour market. Private employer payrolls surged to 116.09 million positions, a level not surpassed since January of 2008.
- Yellen’s Task
March 21, 2014 · Border Gold Corp.
The Federal Reserve used their policy announcement and the press conference following the announcement to alter their method of forward guidance.
- "Putin is Playing Chess, Obama is Playing Marbles"
March 8, 2014 · Border Gold Corp.
Financial markets are at the whim of how events will unfold in Ukraine. It is geopolitical tensions that are keeping the markets at bay.
- Manipulation in the Markets
March 1, 2014 · Border Gold Corp.
Bloomberg reported on a study this past week that points to decades of manipulation in the gold market. Whether there is credence to this study is something that is yet to be proven.
- A Diminishing Reach
February 23, 2014 · Border Gold Corp.
There is a stark difference in the financial world today than a few year’s prior. Unsettling news in foreign counties does not seem to have the same effect as it once did.
- A Dollar Tug of War
January 31, 2014 · Border Gold Corp.
A rift if being created as no consideration is yet to be given from the western world. A dollar tug of war is creating a global imbalance.
- A Bumpy Road Forward
January 26, 2014 · Border Gold Corp.
“The experience of the market place of this past week will be indicative of this entire year; I think we are going to be in a world of much greater volatility. That doesn’t mean we end up in a bad place. . . but there will be quite a bit of disruption” -Blackrock CEO Larry Fink speaking at the World Economic Forum in Davos, Switzerland…
- Pricing the Taper
January 17, 2014 · Border Gold Corp.
The monetary efforts employed by the US Fed were experimental policies that have previously never been experienced. It’s very difficult to price something into the markets that we have never seen before.
- Premium for Excellence
January 10, 2014 · Border Gold Corp.
To suggest that the Canadian Federal Government is pushing a weak dollar policy must then imply that in years past they too were opting for a stronger Canadian dollar. At the least the price of the Canadian dollar would suggest that, but unfortunately its nonsense.
- The Biggest Question for 2014
January 4, 2014 · Border Gold Corp.
The biggest question for 2014 is not whether the US stock market will be able to perform a repeat of the exuberant gains achieved in 2013. It does, however, relate to whether stocks will be able to repeat their exuberant gains.
- The Inevitable Taper Part II
December 20, 2013 · Border Gold Corp.
It might have gone against the conventional wisdom to see the markets trade higher on the basis that the US Federal Reserve will begin, come January, to be less accommodative to the US economy.
- Looking at the Loonie
December 8, 2013 · Border Gold Corp.
It’s hard to avoid the topic of the beleaguered Canadian dollar given the swift move down we have seen against its US counterpart over the last six weeks.
- Why it’s Okay to still be Bullish on Gold: The Difference between Short and Long term
November 29, 2013 · Border Gold Corp.
Given the fact that commodities became the easiest pick for investors over the latest decade, we really shouldn’t be that perplexed with the idea of how quickly it has now been shunned by the masses…