Equities the Way to Benefit from Gold's Strength: Henk Krasenberg

Henk J. Krasenberg, analyst and founder of the European Gold Centre and author and publisher of the GOLDVIEW newsletter, sees no lack of potential among small-cap equities, especially for investors willing to look beyond the U.S. borders. He offers names in Europe and Africa—what he calls “the poorest and richest continent”—and reminds us . . . → Read More: Equities the Way to Benefit from Gold’s Strength: Henk Krasenberg

Guide to the Eurozone crisis

How did it happen?

The worst financial crisis in the western world for nearly 80 years broke in September 2008.

It required banking/financial systems to be supported and recapitalised by governments across the EU and in the US.

In June 2009 it became apparent that the peripheral countries of the Eurozone (Greece, Portugal, Spain . . . → Read More: Guide to the Eurozone crisis

Crunchtime in the Eurozone

I am handing the mike to my good friend and colleague Edward Hugh who has penned what I consider to be the most accurate analyses to date of the issues facing the European continent.

With fiscal union off the table, there are basically three possibilities. The first is to stay more or less where . . . → Read More: Crunchtime in the Eurozone

Random Shots - All Back to Square One?

Starting a new job and settling in a new city/flat has proved a little more unsettling for my blogging efforts than I had expected. Anyway, what better time to return to the fray when the SP500 completes its worst run in a long time returning to levels not last seen since March where . . . → Read More: Random Shots – All Back to Square One?

The Welfare State and the Future of the Eurozone

The $140 billion rescue package to Greece is a milestone in the European Monetary Union. A lively debate on recent macroeconomic imbalances in the weakest economies of the Euroarea – Greece, Italy, Spain and Portugal – in the Eurozone has reopened the old debate on whether the Eurozone is an optimum currency areas (here, . . . → Read More: The Welfare State and the Future of the Eurozone

The European Bay of “PIIGS”

The Economist published a fascinating overview (link) of the macroeconomic indicators in Europe’s most vulnerable economies in the current debt crisis (Portugal, Italy, Ireland, Greece, Spain).

Drawing the Right Lessons From an Obscure Tale of Obscure Interest rate Swaps

The Eurozone’s current problems are not mainly a result a of prolifigate and reckless spending of government resources in the Eurozone periphery [1]. Even nobel laureate Paul Krugman has begun to forcefully push this argument arguing that the real source of the malaise is the steady build up internal Eurozone imbalances. I only conditionally . . . → Read More: Drawing the Right Lessons From an Obscure Tale of Obscure Interest rate Swaps

The Euro Crisis

Paul Krugman has blogged an interesting analysis of the anatomy of the recent economic crisis in Europe (link).

Europe’s difficult macroeconomic situation in the aftermath of the financial and economic crisis has exacerbated rising fiscal deficits and public debt alongside strong deflationary pressures. These pressures were triggered by the highly negative output gap – . . . → Read More: The Euro Crisis