Recovery – Who are We Kidding?  10/04/2012

The global economy is healing, so we are told. Yet, the moment the Federal Reserve (Fed) indicates just that – and thus implying no additional stimulus may be warranted – the markets appear to throw a tantrum. In the process, the U.S. dollar has enjoyed what may be a temporary lift. To make sense of the recent turmoil, let’s look at the drivers of this “recovery” and potential implications for the U.S. dollar, gold, bonds and the stock market...

Read
MerkFunds

GEAB N°89 - Contents

- Published on November 15, 2014 -

Global systemic crisis 2015 – The dynamics of the future distance Europe from the rationale of a Western camp war
What Alibaba’s stock exchange IPO tells us
Chinese-style globalization resumes
Europe-Russia: how much longer will we be the fall-guy?
Europe in full denial of reality
EU-Russia energy dependence
Towards an unblocking of the Ukrainian crisis
Read public announcement

The curtain is rising on the shale oil scam
Revolution or scam?
Fracking and covering the tracks
From a global petrodollar market to a closed Western petrodollar submarket
The oil industry crisis2015 : major risk in the oil markets
2015 : major risk in the oil markets
Subscribe

Decoding: The flow of money
The carry-trade
Easy profit…
… risky profit
Emerging markets
Japan and Europe as the saviors of the Dollar
Consequences
Subscribe

Investments, trends and recommendations
Currencies
Oil
Subscribe

Global Eurometer
Results and analysis : Roundup remarks November 2014
Subscribe