Trump is an immediate negative for markets around the world, as seen already in Asia. Immediate winners are gold, Treasuries and the Yen; but losers include the US Dollar, Mexican Peso, oil, climate change and equities. Since 1948, the Dow has typically fallen under a Republican. But if Trump’s presidency echoes Reagan’s leadership, markets may […]
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Tag Archives: gold
Failure of Eurozone policies will lead to full QE; positive for shares
April 11, 2013 
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Europe has given investors little to cheer about this year. After the soothing words about doing what it takes to support the Euro and EU, Eurozone problems seem to be getting worse in 2013. 12% average unemployment across the region – rising over the past year – calls current economic policy into question. Yet, the […]
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Behavioural Edge 