To recap my previous post, the U.S dollar remains in a downtrend and commodities continue rising despite some weakness this week. With the possibility of increased inflation on the horizon, commodities are well positioned for a sustained bull market in the years to come. China continues to drive demand for metals and soft commodities around Read More
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View from Crystal Bay: Forget FAANG, What’s Going on in Asia?
Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More
The Rise and Fall and Rise of Commodities – A story bound to be told again.
Commodity prices have been in a long-term downtrend while stocks have soared for much of the past decade. Given that we are twelve years into this bull run in stocks and historically asset class returns have always reverted to the long-term mean, one might ask: is this the time to buy commodities? A major factor Read More
View from Crystal Bay: A $400 Hot Chocolate Tax?
Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More
The Endless Search for Yield
As negative yielding global debt breaks a new record by surpassing $17 trillion, investors have never had more difficult conditions in the pursuit of yield, let alone positive yields on a real basis. In this endless search for yield, investors are being pushed further out on the risk curve of investing in high yield bonds and Read More