Tuesday, January 23, 2018

Why it may make sense to own some Cash now

"Cash is the asset class that is most neglected at the present time. Everybody wants to hold real estate, stocks, crypto currencies. I would say why dont you hold some cash."

via GoldSeek radio

Thursday, January 18, 2018

Wednesday, January 3, 2018

Possible to see volatility to the downside in 2018

"Asset markets enjoyed a superb 2017. It is doubtful that in 2018 all asset markets will appreciate in concert as they did in 2017. Rather, I expect that some diverging trends among asset prices will emerge and that the expected change in leadership will bring about some painful downside volatility."