Commentary · page 8
- Why the Taper Will Come
November 23, 2013 · Border Gold Corp.
It is not the Fed's goal is to be less accommodative by tapering, but change the medium in which policy is delivered.
- Defining the Yellen Put
November 16, 2013 · Border Gold Corp.
For this economic recovery to continue central bankers are still needed more desperately than ever.
- The Future Fiscal Drain of Obamacare
November 8, 2013 · Border Gold Corp.
The current debate on Obamacare is not over whether the US needs a system of universal healthcare. That debate has passed, successfully.
- A Dollar Tug of War
November 7, 2013 · Border Gold Corp.
Download PDF A little over a year ago when the world was discussing the realms of currency wars and central banks purposely imposing policy in order to devalue their exchange rates with trading…
- Triple Top
November 2, 2013 · Border Gold Corp.
Dennis Gartman on CNBC earlier in the week said this would be the most boring FOMC statement from the Federal Reserve this year. He was correct.
- A Little Further Down the Road
October 18, 2013 · Border Gold Corp.
The most overused expression that has come about since governments in Europe and the US have been unable to compromise on budget negotiations is “kicking-the-can down the road.”
- The Almighty US Dollar
October 12, 2013 · Border Gold Corp.
The Triffin Dilemma, named after economist Robert Triffin, speaks to the balancing act required on the part of the government that stands behind the world’s reserve currency.
- Showdown to Shutdown
October 4, 2013 · Border Gold Corp.
What is going on in Washington is more of a political charade than real budget negotiations; albeit, it is a distraction from the real structural problems created from a two decade period of credit-fuelled surges in consumption.
- Gold: An Insurance against Illiquidity
September 27, 2013 · Border Gold Corp.
The renowned commodities investor Donald Coxe wrote in the Globe and Mail this week on what seems to be an original and profound thesis for gold....
- The Imminent Taper
September 20, 2013 · Border Gold Corp.
Although there are many uncertainties, one thing is clear; despite the Fed’s increased transparency and despite their efforts to provide forward guidance—against all efforts to the contrary they still have the ability to send financial markets for a tailspin.
- Gold and Geopolitics
September 13, 2013 · Border Gold Corp.
These last few weeks have acted as a nice reminder that the fundamentals of the gold trade can span beyond the idea of Quantitative Easing and the US Federal Reserve.
- Jobs and Syria
September 6, 2013 · Border Gold Corp.
The market quietly awaited the August jobs report Friday with premarket trading and futures markets remaining little unchanged ahead of the reading.
- 39 Years Ago Today
August 9, 2013 · Border Gold Corp.
The date was August 9th, 1974 when Richard Nixon resigned the Office of the President of the United States.
- Ahead of Friday’s Job Numbers
August 1, 2013 · Border Gold Corp.
Six years after a recession that rocked the global financial system, there is no shortage of excitement, especially during a season that is known as the “doldrums of summer.”
- One Year Later, the Euro’s still hear and the Zone Lives as One
July 27, 2013 · Border Gold Corp.
"Within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough." ‒ Mario Draghi…
- A Farewell to Congress
July 19, 2013 · Border Gold Corp.
"The economic recovery has continued at a moderate pace in recent quarters despite the strong headwinds created by federal fiscal policy,” was Ben Bernanke’s opening line when delivering what is expected to be his final testimony before the often unpredictable US congress on Wednesday.
- The Bernanke Put Lives On
July 14, 2013 · Border Gold Corp.
Investors who have been salivating for reassurance regarding the outlook for more monetary stimulus from Federal Reserve Chairman Ben Bernanke got their wish this last week.
- Here We Go Again
June 28, 2013 · Border Gold Corp.
One thing has been consistent with the selloff in gold. There's always a really good story to explain why the market reacted the way it did.
- It’s All About Inflation
June 21, 2013 · Border Gold Corp.
The biggest rumour or perception though that QE created was that it would lead to rampant inflation. Such expansive monetary policy would lead to the demise of the US dollar, and one of few assets able to hold value was gold.
- The Fed Plays On
June 15, 2013 · Border Gold Corp.
It’s hard to avoid the topic of how the emerging market funds have been absolutely hammered in the last month over the premature fear of interest rates starting to creep higher in the United States.