20 October, 2020

PM Newsletter • October 2020

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In the September Newsletter we looked at the dollar as investors and concluded that it would rise in the short term but decline in the medium-term. In this Newsletter we will deal with a more long-term theme that might strengthen the traditionally inverse relationship between the yellow metal and the greenback.

07 September, 2020

PM Newsletter • September 2020

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The last time we dealt with the US dollar was in our July 2019 Newsletter. At that time, the trade war with China was already well advanced and, to make sure Europe did not feel left out, President Trump started to lambast Europe for manipulating the Euro lower.

14 April, 2020

PM Newsletter • April 2020

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It is a happy coincidence that I am writing this Newsletter on the day before this rather singular Easter given the symbolism associated with this holiday. In fact, for Roman Catholics Easter celebrates the Resurrection of Christ and the overcoming of death. For the more pagan-inclined, Easter is the rite of spring and the re-birth of nature.

20 January, 2020

PM Newsletter • January 2020

By |2020-01-20T14:01:58+01:002020/01/20|Categories: Newsletter|Comments Off on PM Newsletter • January 2020

The new year certainly started with a bang! Rather, two bangs: The equity markets continued their ascent on the first trading day of the year, but on the second day (the 3rd) US President Trump ordered the assassination of Iranian General Qassem Soleimani.