woensdag 30 december 2020

Food Inflation

If there is one evidence of inflation, then it's in food. All have been going higher since the stimulus in March 2020. The population hasn't been growing that fast, it's all because of money printing.
















dinsdag 22 december 2020

Global Negative Yielding Debt

Global negative yielding debt hits record high. Should be positive for gold.


 

maandag 21 december 2020

Copper Deficit to Grow

It is expected that the copper price will rise in the coming decade. To bet on this you can buy Nova Royalties, Oroco Resource or Deep-South Resources.

 


vrijdag 18 december 2020

China is Booming!

China power consumption for November 2020 was up 9.4%, a record high for the year.




donderdag 17 december 2020

Corporations are flooded with cash

 Corporations have record amounts of cash, which will spur more buybacks.

Earnings are expected to balloon.




woensdag 16 december 2020

dinsdag 15 december 2020

Yardeni Ups Forecast on the Economy

Yardeni upped his forecast again from 4000 on the S&P500 to 4300 on the S&P500.

Old:


New:



U.S. Treasury Maturity Schedule

We know the Fed won't let these mature, because then they would have losses at rising bond yields. These will need to be rolled over at higher bond yields. Or they need to print more money to buy them up.

For more info read my article



maandag 14 december 2020

Bank Stocks Vs. Yield Curve

The yield curve decides the net interest margin for banks. A rise in the yield curve will make banks more profitable and leads to a rise in the share price of bank stocks.



zaterdag 12 december 2020

Gold Mine Production Outlook

 According to Barrick Gold, gold mine production is about to decline. We'll see.



woensdag 9 december 2020

donderdag 3 december 2020

Bitcoin Vs. USD

 There is an inverse relationship between Bitcoin and the U.S. dollar.

woensdag 2 december 2020

Oil Inventory Vs. Oil Price

 When oil inventories rise, this means there is a glut in oil. The oil price will go down.


Macro-economic indicators from the EIA should be monitored.
Make sure to check the uranium price because uranium is a leading indicator for oil.
Make sure to check the GDP outlook from the Atlanta Fed.

dinsdag 1 december 2020