While in recent weeks gold slowly dropped in value, Bitcoin rose a stunning seventy-five percent since late September. Both asset classes have thrived on increasing central bank interventions, boosting safe-haven assets. Which one will prevail: physical gold or blockchain-protected Bitcoin?
Exciting vaccine news by Pfizer has pushed precious metals down, especially gold sees safe-haven demand drop heavily under new risk-on sentiment on financial markets. However, long term catalysts for gold have not changed.
The pandemic has boosted the amount of SPAC IPOs this year. Is the current rise in the amount of SPAC IPOs justified or are we looking at yet another symptom of the over-liquidated financial markets?
NanoXplore, the Canada based graphene company has had major advancements this year. The company has completed the commissioning of its 4,000 t graphene plant, which is now the largest graphene plant in the world. And this is just the start.
The pandemic has initiated unprecedented and unlimited amounts of quantitative easing by central banks. Unlike previous rounds of quantitative easing, this time countries also released extremely high amounts of fiscal stimulus. These extreme amounts of governmental expenditures are possible due to unprecedented amounts of quantitative easing, which will have its consequences on the long run.
Lately gold bugs have been going through though times. After months of gold gains a period of consolidation has hurt gold stocks. Amid the gold slide Gold Resource Corporation (GORO) announced some new plans which dragged their share price down further.
Increased volatility can be expected as the FED awaits the struggling Congress to push through new fiscal aid. Several macro indicators point to a drop in liquidity as the VIX Index rises again in September.
Investing in growth stocks can be a perfect way to increase portfolio growth by investing in growing markets. However, this comes at a higher risk, but with the right analysis and fresh ideas the best investing possibilities come to light.
The corona crisis has led to unprecedented lay-offs and a steady unemployment figure of 10 percent. As in every crisis, the most vulnerable get hit the hardest. This has led to delinquency rates not seen in 21 years. In this article The Golden Investor will shed some light on this disturbing data.
Today The Golden Investor will focus on copper, the commodity which often correlates with global economic activity. However, in recent months the corona outbreak disrupted markets worldwide. But even though copper lost over a third of its value in the March sell-off, the material has seen a V-shaped recovery in pricing since.
As economies don’t seem to recover as fast as financial markets have recovered, it becomes clearer that we live in a central bank economy. While several countries still struggle with major outbreaks or an up-rise in cases, we face the biggest global economic crisis in human history.
Richard Schaefer, Vice President Sales and Marketing of the AMG Fonds provides his personal view on the short term and long term growth potential for gold. Especially gold miners have far more room for growth.
After one of the most iconic bull runs of the century, yesterday a rise in corona cases and a horrible outlook for the U.S. economy by the Federal Reserve ended it all with the biggest losses since March. The Golden Investor took his profits and sold all its assets including the majority of the miners portfolio. Nothing is safe as the second corona wave hits the United States. On the very short term The Golden Investor expects more losses.
Lately it has been though for skeptical bears on the stock market. For now we look at some short-selling opportunities of stocks which won’t be able to keep up with the current rise of optimism with sufficient quarterly results.
In this exclusive The Golden Investor article Charmi Shah provides us with an analytic overview of Indian financial policy during crises. In this article Charmi Shah tries to analyze how India recovered from the global financial crisis and the steps that are being taken by the government to overcome the pandemic.
In this article The Golden Investor uses some simple graphs to show the vulnerability of pension funds to carbon-intensive sectors. The current corona crisis will expose this and again, the working class will bear the losses.
The Golden Investor expected some slight rebound before going down again, but the current levels of financial indices portray the largest bull trap in human history.
The Golden Investor remains extremely skeptical on the current QE-measures by central banks. The dependency of quantitative easing of financial markets has come to a point where financial markets are more than ever disconnected from the real economy and are fully driven by financial stimulus of central banks.
Syrah Resources (ASX:SYR) has been in major cash troubles due to falling demand out of China. Combined with high Chinese graphite exports the recent years this has resulted in a huge drop in graphite prices, hurting Syrah Resources and its stock. However Syrah Resources is an essential non-Chinese miner for our road to sustainability.
Walmart (WMT) has proven to be an excellent safe-haven with limited stock price losses during the last financial crisis. Walmart has less trouble sustaining dividend payments during economic downturns. The dominance of Walmart over food suppliers is controversial but very convenient in the next few months.
The last few years the amount of stock buybacks has increased significantly. Last year the amount of stock buybacks exceeded to over one trillion dollars. Even as an investing journal, The Golden Investor is a great supporter of banning stock buybacks.
Investing has never been more interesting than in 2020. Economists and stock markets around the world are afraid of what will come up next. The Golden Investor already knows what’s coming next, a drought in liquidity and a run on gold.
After big corona plays in March The Golden Investor continues to analyze the market and to stay ahead of other investors. After several stock markets saw their biggest losses in history even gold stocks tanked. In today’s monthly outlook we discuss the current catalysts and developments on stock markets.
Amid falling markets the Amsterdam-based Flow Traders soar. But as US-yields turn negative and commodities lose terrain it seems like all investing opportunities fade away. Insert Flow Traders (AEX:FLOW): This liquidity provider makes profit during mass swings on markets.
The Golden Investor continues to follow the outbreak of the novel corona virus thoroughly. Until recently the outbreak seemed centered in South-East Asia and the local spread was limited. Now it seems that the virus has found a way to nestle itself across the globe. Lakeland Industries (LAKE) is one of the biggest suppliers of protective gear in the United States and is making over-hours to catch up with global demand.
Alpha Pro Tech (APT): today announced that the company has booked over $10.4 million in orders for APT’s proprietary N-95 Particulate Respirator face masks since January 27, 2020 as a result of increased customer demand due to the outbreak of the novel Wuhan coronavirus (Covid-19). The stock jumped 30 percent up pre-market.
Recent days gold has seen a pullback after days of declines in oil prices. The Golden Investor thinks gold stock is the right way to go. A Chinese implosion of the economy could have major effects on the world economy and could blow gold stock up.
Amid dampening corona fears and Tesla’s blowup The Golden Investor will try to provide a accurate forecast for the month February. The Golden Investor discuss all main drivers which will determine investor’s portfolios this month. While investors hype over Tesla, The Golden Investor looks at more sustainable investing options for the long term.
Agile Therapeutics (AGRX) awaits FDA-approval for its contraceptive Twirla-patch for women. The approval decision was moved three months later to the 16th of February. Approval would mean this stock could double in share price from the current levels.
The Golden Investor expects further infections will increase the chaos the virus is causing. The SARS epidemic at the beginning of this century caused an indent in Chinese BBP of 1 percent. Oil prices have been going down on the continuing worsening of the Chinese situation. Through all this tumult one asset has been behaving steadily: Gold.
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