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Tag: gold

Inflation Expectations, Global Liquidity & Gold

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Author LXV ResearchPosted on May 8, 2020May 8, 2020Categories Premium ContentTags gold

Loan Growth, US Dollar Liquidity Dynamics and Gold

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Author LXV ResearchPosted on December 13, 2019December 13, 2019Categories Premium ContentTags $GLD, gold

A Mix of Macro Charts

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Author LXV ResearchPosted on November 21, 2019November 21, 2019Categories Premium ContentTags bonds, europe, gold, Inflation

Inflation, Earnings Yields, Stock Prices and Gold

We examine the relationships between inflation, stock prices, valuation multiples, real yields and gold. 15 Nov 2019.

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Author LXV ResearchPosted on November 15, 2019November 15, 2019Categories Premium ContentTags $GLD, $SPY, gold, Oil, valuation

Safe Haven Bid: Ahead of Itself?

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Author LXV ResearchPosted on August 26, 2019August 29, 2019Categories Premium ContentTags $GLD, $TLT, $USO, gold, Oil

Thought Experiment: China Oil for Gold Contracts

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Author LXV ResearchPosted on September 14, 2018September 15, 2018Categories Premium ContentTags China, gold, Oil

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Free Content

  • “They Are Not Our Teachers.”
  • Existential Crisis in Europe: Through the Lens of Healthcare
  • Vertex Pharmaceuticals $VRTX
  • Thoughts and Investment Ideas for 2020
  • The January Effect
  • Tribalism and Consistency in a Volatile Market
  • Three Macro Charts
  • Clustered Volatility and the “Momentum Massacre”
  • Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
  • Cheap vs. Expensive | The Threat to Incumbents
  • Durability of the US Bull Market
  • Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
  • European Growth Surprise
  • Where do we go from here? Credit vs. Duration
  • Environmental Concerns: Ideas on the Long Side
  • Investment Themes and Considerations for 2019
  • Charts and Updates
  • The Hawks Have Not Left the Building
  • US vs. Europe: A Closer Look at US Outperformance
  • Late Cycle Signals and Yield Curve Dynamics

Premium Content

  • The P/E Ratio: We don’t care / Investment Idea
  • “If you think you understand, you’re not paying attention”
  • Liquidity
  • Tech Follow-Up / Investor Predicament
  • Tech Observations / Notes on Private Debt
  • Tech Earnings Bonanza / The “Pre-Election Spending Spree” / Inflation Charts
  • Subtle Shifts in the Market
  • Complexity/Market Perspective
  • Commodities Follow Up
  • Virtue Signalling | Commodities Charts
  • When to Sell?
  • Where Opportunities Are
  • Making Markets Move
  • Inflation Revisited and China Macro Charts
  • Tactical Charts
  • Neurocrine Biosciences $NBIX
  • Inflation Expectations, Global Liquidity & Gold
  • Tactical Thoughts: Caution is Warranted
  • Charts: Energy and Global Banks
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