Gold Gains as Trump Shocks Markets by Doing What He Said He’d Do - Bloomberg
President Donald Trump’s policies have brought gold back to life. Source: Gold Gains as Trump Shocks Markets by Doing What He Said He’d Do - Bloomberg
End of Month January 2017 Update
The Fund was up 3.47% for the month of January versus the S&P 500 up 1.77%. As a reminder these are preliminary results and Fund Associates provides the official results. As usual we are…
Donald Trump is a disaster for Brexit
Britain could defend free-trade far more effectively with the EU’s bulk behind it — and could also start to explore the possibilities for more EU defence co-operation. As it is, Britain has been…
Bond markets set for a taste of the 60s as inflation picks up | Reuters
Inflation has a habit of creeping up on you. Just ask historians. From rates below zero less than a year ago, inflation across the developed world has risen in recent months toward central bank…
How Europe can avoid falling into Trump’s trap
Does President Donald Trump want to destroy the EU? We cannot answer this question definitely, but the signals he has sent out suggest the bloc should take the potential threat more seriously than it…
France, Germany and the Netherlands: The elections that could derail the EU in 2017 - France 24
After Brexit rattled the European Union in 2016, a string of high-stakes elections in France, Germany and the Netherlands – along with possibly Italy – could bring even greater uncertainty to the…
Portfolio holdings 1-27-17
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Trump’s Border Tax Threat May Weaponize the Dollar - Bloomberg
Morgan Stanley foresees a smaller rise in the dollar in the event of a 20 percent border-adjustment tax, rather than a one-time 25 percent appreciation of the dollar, as implied by textbook theory.…
Why Trumps "Border Tax Proposal" Is The "Most Important Thing Nobody Is Talking About" | Zero Hedge
Why Trumps "Border Tax Proposal" Is The "Most Important Thing Nobody Is Talking About"by Tyler DurdenDec 20, 2016 10:21 PM263SHARESTwitterFacebookRedditWhile the market, and various pundits and…
Thanks to Trump, the Doomsday Clock Advances Toward Midnight - The New York Times
This is the closest to midnight that the clock has been since 1953, when it was moved to two minutes to midnight after United States and the Soviet Union tested their first thermonuclear weapons…