Earlier this year I warned readers that December could prove to be an exciting month. As the dust has settled, we are able to draw some conclusions. The ECB cut its deposit rate (from -0.2% to -0.3%), while the Federal Reserve hiked its policy rate (from 0.25% to 0.5%). Both were within my line of expectation. However, it wasn’t the most important observation to be made this month.... »
Central Bankers Are the Drug Dealers of an Addicted Market, While You Get to Pay the Bill
December 21 2015
Olav Dirkmaat
The Week After: The Hidden Surprise of the ECB Press Conference
December 14 2015
Someone knocks on your front door. You answer the door, and a well-dressed gentleman stands before you. He introduces himself and tells you: “Between now and 4 or 5 years, I will visit you again. I’ll walk into your home and take at least 10 percent of the cash you have at home.” He then wishes you a great day and walks away. Keep this scene in the back of your mind as you continue reading.
... »
Edin Mujagić
Do You Believe the Volkswagen Scandal Will Blow Over? Then Platinum Provides an Opportunity
December 7 2015
It is unlikely that you have missed it: in September, it was revealed that Volkswagen had been rigging its software in diesel cars for the past years. And guess what? It just so happens that the largest demand for platinum originates from the (Western) European diesel car market. So, does this
... »Olav Dirkmaat
In Early 2016, Inflation Will Rise
November 30 2015
It’s over. With that, I mean the danger of deflation, or low inflation. It is highly likely that inflation will rise in the first months of 2016. Why? It has to do with the oil price, mathematics and the way in which inflation is calculated.
... »Edin Mujagić
