US large-cap blue-chip stocks are still the place to be

In December last year I outlined a number of factors that were bullish for US stocks, and said that they would continue to be the primary beneficiary of Fed policy and other favourable macro forces. My bullish outlook has not changed, and this article explores more reasons to be bullish on large-cap US equities.

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What’s next for the Dollar and Currencies? Updated Merk Outlook August 2013

In the short to medium term, the U.S. dollar and currencies are heavily influenced by the actions of the Fed. As the Fed may be reading tealeaves as much as anyone else, we may be facing particularly high policy uncertainty that, in turn, reflects on elevated volatility in the bond and currency markets. The good news is that this may yield opportunities for the prudent investor.

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Alcoa lags the rest of the Dow signaling global economic weakness

Since 1 November 2011 the Dow Jones Industrial Average has risen by 31.19%. Over the same period however, Alcoa, the world’s leading producer of aluminium, has fallen by 15.98%. With the Dow making new all-time highs, the question is, why is one of its oldest components still trading at the same level it was in 1989?

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How to profit from higher platinum prices

Over the next few years the demand for platinum for use in jewellery, auto, and other industries, is expected to continue to rise. Meanwhile, thanks to political uncertainty, declining ore grades and escalating production costs, supplies continue to fall. This creates a potential opportunity for investors.

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The final countdown

Following the bursting of the credit-bubble five years ago, governments refused to accept the necessity of a period of economic re-adjustment and economic progress has been suspended ever since. The consequences of this are to make the adjustment unnecessarily drawn out and needlessly painful, without offering a better outcome.

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Palladium rises 12.9% in one month & the powerful uptrend looks set to continue

Since writing about the excellent potential of palladium on 9 January, the part-precious, part-industrial metal has risen by 12.9%, and the powerful uptrend looks set to continue.

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Eurozone: Problems continue to fester behind the “everything is fixed” facade

Contrary to recent popular opinion, the Eurozone crisis remains far from resolved. It may well be that we can get through 2013 without a flare up in the regions sovereign debt crisis, but the problems continue to fester behind the “everything is now fixed” facade.

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A Conversation With John Llewellyn: Part II

In his latest Amphora Report John Butler has an interesting discussion with economist John Llewellyn. Some of the key macroeconomic areas they cover include: the troubling trend of financial repression, the survival of the euro, the debt and demographic issues in Japan, the coming currency crisis, and more…

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A Conversation With John Llewellyn: Part I

In his latest Amphora Report John Butler has an interesting discussion with economist John Llewellyn. Some of the key macroeconomic areas they cover include: the troubling trend of financial repression, the survival of the euro, the debt and demographic issues in Japan, the coming currency crisis, and more…

Read more...