A risky gold position

Quick thought on gold prices correlation with risky asset recently.  As I active watch the markets recently, between US Treasury, gold, advanced countries listed equity, forex Mundo pairs.  I’ve reached some preliminary conclusions on gold price’s behavior.  I don’t know when these characteristics would change (and when they change they would …

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Don’t panic on gold

Just a sudden thinking during a few minutes before London opens, I think people spent too much time talking on gold. Just looking at the gold prices, it’s terrific: all of the fears floating around, safe hard assets accumulating, influx into the US money market in the short-term and not-known-place-yet …

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Is US system a mega Ponzi scheme?

Recently I think about the idea of my Professor, Tom Nguyen, of whether US is a mega Ponzi scheme. The main argument is: US almost always pays old debts with new debts (and an increase in debt ceiling), moreover, default is not an option toward US’s debts. I did keep …

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Feeling the world closer, everyday.

Every day I start my work, the world looks like this: [Skype] Nov 18, 2010 [8:04:21 AM] US’s inflation was not as high as expected [8:05:41 AM] this showed how strong the recovery in US had taken place [8:06:30 AM] exhausted, get sick of ….. seems to be the common …

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