Russell Clark,
Portfolio Manager
May 2017 Gold, Bonds and Asian Currencies

"The upshot of this is that gold looks better than treasuries.  However, it should be pointed out that this does not mean gold is a buy.  It only states that gold could do better than treasuries in these market conditions.”

> Read more

Market Views

Tag: | Bonds  (13) | | Commodity  (10) | | Currency  (24) | | Emerging Markets  (20) | | Equities  (8) | | Industry  (20) | | Japan  (27) | | Macro  (33) | | 2017  (9) | | 2016  (22) | | 2015  (25) | | 2014  (17) | | 2013  (12) | | 2012  (9) | | 2011  (2) | | All (96) |
 
> Gold, Bonds and Asian Currencies Russell Clark May 2017
> The Coming Iron Ore Deficit Russell Clark May 2017
> The Capital Destructive Nature of the US Shale Industry Russell Clark May 2017
> Emerging Market debt looks more attractive than US high yield Russell Clark May 2017
> The End of Chinese Yuan Bear Market? Russell Clark April 2017
> Japan - On-the-Ground Observations – Zombie Borrowers and Real Estate Downturn Shannon McConaghy March 2017
> A Bull Case for Europe Stephen Roberts March 2017
> Mall Rats Russell Clark March 2017
> The End of the Bear Market for Iron Ore Russell Clark January 2017