Rising interest rates, inflation and Mama Gold

During the last month T Notes and Bond yields have been rising a bit. In this context Gold renewed its slow and grinding correction that started early August last year. “Inflation is here”, is one of the most tweeted messages on Twitter nowadays. Gold bears are getting more confidence that Gold is heading lower as … Continue reading Rising interest rates, inflation and Mama Gold

Are renewable energy companies the ‘new Kellogg company’? Aspects of a new broad commodity bull market

The longer you are participating in the financial markets, the more you going to see thru narratives that come and go. People always look for reasons why trends occur. That’s part of human nature. Often there are several narratives competing against each other causing confusion among traders and camps debating each other. The more popular … Continue reading Are renewable energy companies the ‘new Kellogg company’? Aspects of a new broad commodity bull market

How peak government shaped the renewable energy day dream

The word ‘peak’ has been a favorite to place in front of commodities as oil, gold and more. There are plenty things written about peak oil, peak gold and many more. Peak oil or peak gold  is suggesting scarcity by a destruction or serious shrinking of supply of a particular commodity. Now comes the irony: … Continue reading How peak government shaped the renewable energy day dream

The inevitable fate of corporate bonds; the day comes to show it are emptied bags

Corporate bonds are bought by investors for the purpose to supplement their income. Bonds are an important category of the fixed income market. This is a good  time to take a look at why companies are borrowing money by selling bonds. The graph below shows in the first quarter of 2020 there’s an execrated phase … Continue reading The inevitable fate of corporate bonds; the day comes to show it are emptied bags

Insights on renewable energy and oil that you won’t hear on mainstream media.

I came across an interview of Art Berman, an oil expert by George Gammon worth listening. Some important insights are discussed about oil that you won’t hear via highly politicalized mainstream media touting solar, wind and electric cars as ultimate longer term solutions.   First I share some of my own thoughts. Energy supply and … Continue reading Insights on renewable energy and oil that you won’t hear on mainstream media.

The madness of ‘zero sum game’ world

Ongoing government and central bank interventions has transitioned the economy and financial markets into zero sum games. It means that profits are private but losses and risks are transferred to the public. Profits are made at a high cost, by putting society in a position of  disadvantage. These are no longer markets based on exchange … Continue reading The madness of ‘zero sum game’ world

The ultimate Socialist Paradise of Free money

If there was still any doubt that western socialist governments are not in a bubble yet, well I can say that there’s no reason left over to keep that doubt alive. They are into a big bubble!  In socialist paradise they usually sell you that education, health care, and other welfare programs  are free. Even … Continue reading The ultimate Socialist Paradise of Free money