ABN-AMRO (ABN:AMS): Bad Performer Could Be A Major Inflation Winner
Even though Dutch bank ABN-Amro just posted a minor loss after swallowing a 480 million euro fine for money laundering negligence. However, considering their low share price at the moment and the inflationary pressure, ABN-Amro could see major gains on the short term.
Turkey Continues To Shoot Themselves In The Foot: Lira Weaker Than Ever
President Recep Tayyip Erdogan’s failure to recognize the importance to keep inflation down is continuously undermining the stability of the Turkish economy. Without independence for the Turkish Central Bank from the government, more weakness can be expected.
Time For TIPS: Inflation Is Already Here
Lately, the stock market’s main fear has been the rise in Treasury yields as vaccine roll-outs continue and seem to be effective. The enormous amounts of governmental spending last year will most likely drive up inflation from the start of the summer far above the 2 percent target rate. Balancing your portfolio is advised as stocks seem to react sluggish to the rising yields.
Rising Yields: What Does It Mean For The Current Bull Market?
Last week stock markets lost pace and investors witnessed their first large losses since October. The rising yield in the bond market spikes fears for potential earlier unwind of stimulus.
Corona Stocks: When Did Investors Take The Virus Seriously?
Exactly one year ago the coronavirus was spreading through China, while there were several earlier signs of the disturbing spread of the viral disease. Today The Golden Investor takes a look at how corona stocks behaved prior to, and during the outbreak.
Redditors Squeeze Out Professional Hedge Funds
As in many states gambling remains restricted, bet puns in those states seem to have found a perfect alternative. The work-at-home environment has inspired many to start investing as bank accounts yield close to nothing, while financial markets reach for all-time-highs. In this ultra-bullish environment small retail investors become increasingly risk-thirsty in their pursue for profits.
Inflation Outlook 2021
After an unprecedented and eventful year, The Golden Investor looks into the future again. Even though the end might be in sight, there is still much economic turmoil to withstand. In this article The Golden Investor tries to qualify the risk for inflation in the near future.
The Golden Investor Portfolio Performance 2020
Almost a whole year has past since the start of The Golden Investor, so it is time to take look at how the stock picks of The Golden Investor have performed in this extremely abnormal year.
Perion Network (PERI): Israeli Advertisement Company On The Verge Of A Big Surge
After the renewed partnership between Perion Network (PERI) and Microsoft (MSFT) and an increased guidance for Q4 revenue, Perion Network (PERI) stock surged. The Golden Investor thinks their is still more room for growth after the revival of this Israeli tech firm that overcame previous corona losses with great magnitude.
Ping Identity (NYSE:PING): Tech-Stock Worth To Consider After Recent Sell-Off
After the recent sell-off Ping Identity (PING) seems to be reasonably priced at these levels. The stock recovered slightly since their harsh sell-off following their positive, but stagnating revenue in their Q3 report. The Golden Investor thinks this provides the opportunity for investors looking for reasonably priced tech-stocks.
Bitcoin Versus Gold: Winners Of Failing Fiat Currencies
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?
Gold Sell-Off Is Buying Opportunity For Long Term Investors
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 SPAC-Boom: Empty Shells Selling Dreams Or Hidden Gems?
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 (CVE:GRA) Update: On The Hunt For End-Market Solutions
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.
Why The Corona Quantitative Easing Is Different And Will Lead To Inflation
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.
Gold Resource Corporation (GORO): The Ultimate Gold Bet After The Recent Sell-Off
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.
Stock Market Outlook: Fall Volatility Expected
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 Expanding Markets, Future Growth Stocks
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.
Housing Market Bubble Is Shivering And Might Pop Before Election Day
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.
Copper: Supply and Demand Moving In Opposite Directions
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.
The Central Bank Economy Undermined By Gold
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.
Gold Is On Its Way To A New All-Time High, But Gold Miners Are Cheap And Might Outperform
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.
Stock Market Outlook: June Forecast
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.
Short Selling Possibilities For Bears
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.
The Indian Economy In Time Of Crisis: An Analysis
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.
Pension Funds In The Netherlands: Expect More Cuts Soon
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.
Stock Market Outlook: May Forecast
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.
#QE4EVER, The Broken Glass Fallacy Of Central Banks
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): World’s Largest Graphite Producer In Trouble
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): Crisis-Proof Budget Retailer Is A Proven Safe Haven Investment
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.
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