Gold’s run done?

Gold compared to the S&P 500, 2002 to 2012

Gold has been getting hit hard over the past week since the most recent FOMC minutes indicate few signs of Quantitative Easing, part 3. In fact some are reporting that gold traders now are turning bearish for the first time in 2012. The chart above [...]

The 2012 Currency Wars

Developing market currencies compared to the US Dollar, YTD, 2012

With the outset of the 2007 Credit Crunch we saw a massive deflationary wave sweep across most of the developed nations. In response the United States sharply devalued the Dollar by a combination of record low interest rates and Quantitative Easing. The US Dollar [...]

Where is your money in 2012 (pt 2)?

MIST stock markets compared to S&P 500, year to date peformance as of March 28th 2012

Yesterday I posted the year to date (YTD) performance of the Brazil, Russia, India and China against the S&P 500. We saw that in spite of the hype about the US markets, two (Brazil and Russia) had outperformed [...]

Money is moving into the MIST nations …

MIST nations – Mexico, Indonesia, South Africa & Turkey, 2009 to 2012

Remember all the hype about the BRIC nations – Brazil, Russia, India & China? So last century guys. Going forward the money seems to be moving to the MIST – Mexico, Indonesia, South Africa and Turkey – nations.

The chart [...]