Contrarian Investors’ Journal

Is gold going parabolic?

Contrarian Investors' Journal Editor — Tue, 08 Dec 2009 10:00:13 +0000

No doubt, as gold prices run up in the latter half of 2009, a lot of commentators are saying that gold is in a bubble territory. Their justification for such a claim is that when an industrially...

What happened to gold prices?

Contrarian Investors' Journal Editor — Sun, 06 Dec 2009 08:54:51 +0000

On Friday, gold prices suddenly took a tumble of around 4% on high volume. The so-called narrative by the media of what happened goes like this (take care to read Mental pitfall: Narrative...

Will there be a commodity price crash?

Contrarian Investors' Journal Editor — Thu, 03 Dec 2009 11:28:22 +0000

Remember, back in January 2007, in Analysing recent falls in oil prices—real vs investment demand, we discussed about the difference between investment and real demand for a commodity, What makes up...

What to do for potential first home-owner?

Contrarian Investors' Journal Editor — Tue, 01 Dec 2009 11:45:37 +0000

Recently, we had a conversation with a young bloke who is currently renting. He has a strong desire to buy a house that he can call it his own home. In other words, he is a potential first...

Next stop after Dubai

Contrarian Investors' Journal Editor — Sun, 29 Nov 2009 12:02:51 +0000

As all of you would have known by now, news of a likely default by Dubai World, a sovereign wealth fund of Dubai, had the effect of a screaming “BOO!” to the global financial markets....

Is the Chinese economy a house of cards?

Contrarian Investors' Journal Editor — Thu, 26 Nov 2009 10:28:30 +0000

When you trawl through the mainstream media, blogs and pundits’ opinions, you will notice that there’s increasing reservation on China’s ‘impressive’ economic growth....

First steps towards currency and trade blocs?

Contrarian Investors' Journal Editor — Tue, 24 Nov 2009 12:21:36 +0000

By conventional wisdom, government debt is supposed to be the safest form of debt because governments cannot default on debt repayment due to their powers of taxation and monopoly on creation of...

Permanently low interest rates for Uncle Sam?

Contrarian Investors' Journal Editor — Sun, 22 Nov 2009 11:50:17 +0000

Imagine you owe a lot of credit card debt. And also imagine you have a prodigal son who blew lots of money away in gambling debts and asked you for a bailout. So, you borrow more from your credit...

Which asset class for the next financial markets panic?

Contrarian Investors' Journal Editor — Thu, 19 Nov 2009 12:16:45 +0000

If you still have lots of spare bullets in your investing arsenal (i.e. lots of spare cash free for investment), it is very tempting to use them up in fear of missing out on further rally. But if...

What will be the next market panic?

Contrarian Investors' Journal Editor — Tue, 17 Nov 2009 12:00:31 +0000

It is an open secret that the zero interest rate policy (ZIRP) by the Federal Reserve is fuelling a carry trade bubble as described in Return (and potential crash) of the great Aussie carry trade. In...