The Gold-Oil Ratio, What Is It Telling Us?
The gold-oil ratio is a good indicator of the health of the economy, a low ratio indicates a healthy economy; whereas, a higher ratio indicates an economy in distress.
Shiller P/E ratio and US 10-Year Treasury Yield
With COVID-19 intensifying in the biggest economy in the world, we are experiencing an extraordinary period of volatility.
Housing Prices vs Inflation
Housing Prices vs Inflation Generally, several economic factors influence housing prices, with the biggest one being inflation. Economically speaking, inflation can be described as the rise in pric
A lower oil price is to be expected
A lower oil price is to be expected This opinion piece is based on an interview that Erik Townsend, host of Macro Voices podcast, had with Art Berman, an American Petroleum Geologist. Art Berman c
Gold in a time of crisis – our safe haven
“Gold is a way of going long on fear” – Warren Buffet The Coronavirus pandemic has seen a global health crisis turn into an economic one. It remains uncertain as to when the world will
How to hedge Diesel
In a world that has traded like a rollercoaster, in the past couple of months, companies that are exposed to the fuel price will have kept an eye on the Oil Price in the hope that it weakens leadin
The Fall of The Euro
The Rand has staged a remarkable comeback in the past week and a bit as it gained more than a Rand against the US dollar. The question is, what has led to the Rand or EM’s for that matter per
Are we looking at a global solvency crisis?
The Rand has staged a remarkable comeback in the past week and a bit as it gained more than a Rand against the US dollar. The question is, what has led to the Rand or EM’s for that matter per