TAKING ANOTHER LOOK AT STOCKS, BONDS, GOLD AND GRAINS $SPY $GLD $SLV $GDX $GDXJ $TBT $ANV $LNG $RSX $YNDX $CCJ
There’s a lot going on these days. Crimea, a region of Ukraine, will hold a referendum this weekend on whether or not to join Russia. A secondary concern is bad data from China. Gold is rocketing, stocks are swooning and bonds are rising on jitters. But let’s take a deep and breath and take another look at all that’s going on.
Taking a step back
Here’s my take on what’s going on in the world.
- It has been quite some time since I made my call to short China. See China super cycle is over and my other writings. Since then, slowly but surely a majority of analysts have come to the same view.
March 16, 2014