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

The Denial on Housing in Spain

I am sure many of my readers will have caught this Bloomberg piece earlier this week, but if you haven’t it is a brilliant piece of journalism by Bloomberg reporters Sharon Smyth, Neil Callanan and Dara Doyle. The story takes us to Spain and Ireland and the former’s denial with regards its housing market.

. . . → Read More: The Denial on Housing in Spain

Time Unlikely to be a Healer for Portugal's Economy

In a strict sense, the answer to this question has to be no and indeed the most recent turn of events have put Spain back in the spotlight much to the chagrin no doubt of the EU and IMF. Simply put, Portugal is manageable but Spain may turn out not to be. In this . . . → Read More: Time Unlikely to be a Healer for Portugal’s Economy

Random Shots - Is it Over Yet?

It was telling that just as the ECRI and other notable research outfits decided to push recession button on the US economy the data flow became notably more positive. This could be a sign of the times that the cycle is just too volatile for even capable analysts to call or it could simply . . . → Read More: Random Shots – Is it Over Yet?

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?

Vámonos - Voting with their feet in Spain?

As the proverbial line seems to be running out for Greece, I thought that I would look at a slightly longer, although no less important, issue in the context of Spain; more specifically the trend in net migration. While much of the focus on Spain’s membership of the Eurozone has been (rightly) centered on the . . . → Read More: Vámonos – Voting With Their Feet in Spain?

Can the Eurozone Survive?

The ongoing difficulties in overcoming the persistence of debt-to-GDP ratio in EU countries highlight the question whether the European Monetary Union can survive the set of shocks which prevailed since the 2008/2009 economic and financial crisis. Recently, European Commission has presented the 2010 review of public finances in EMU (link), suggesting that macroeconomic outlook . . . → Read More: Can the Eurozone Survive?

Bailout in the Air

With apologies to John Paul Young …

Bailout in the air

Everywhere I look around

Bailout in the air

Every sight and every sound

And I don’t know if it’s just the Irish

Don’t know if we can afford it

But it’s something that I must believe in

And it’s there when I look . . . → Read More: Bailout in the Air