Итоги и инвестиционные идеи недели (25-30 марта)

На фоне последних решений по Кипру и скатившейся в рецессию экономики еврозоны, экономическая ситуация в штатах выглядит довольно неплохо. Это отражается и на динамике фондовых индикаторов. Американские биржи завершили короткую неделю на своих исторических максимумах даже вопреки публикации не дотянувшей до прогнозов макростатистики. С точки зрения технического анализа на...

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Buffett on Gold

Recently in Fortune, Warren Buffett devotes a few paragraphs to gold and the 'fools' worshipping it. He explains why gold is generally a lousy investment, even if its price in dollars goes up from time to time. If you molded all the gold in the world into a cube, Buffett claims, it would be about 68 cubic feet or 21 m³. This is a little shorter but considerably wider...

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Итоги и инвестиционные идеи недели (18-24 марта)

В видео-обзоре вы узнаете, как ситуация на Кипре сказывается на психологии инвесторов и почему в таких условиях активно инвестировать в российские фонды было бы опасно и необдуманно. Автор: Вероника Тишкова    ...

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Investing in Platinum

Platinum is much scarcer than either gold or silver.  Consequently, its price tends to run significantly higher than these two metals during periods of economic stability.  In periods of uncertainty, the price can fall below that of gold due to its relatively elastic demand.  The main driver of its price is demand, as mine production is markedly...

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Ford - A chartist perspective

We generally do not analyse individual stock for clients or agents. However, we were posed with an interesting idea from one of our agents regarding Ford (F). The stock currently trades with a P/E ratio of less than 10. The agent was wondering if this looked like a entry level for a buy on Ford. Below is our analysis on what might make Ford an interesting buy from a charting...

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Cyprus - Small Island in Big Trouble

Cyprus: lovely island of sun, sea, sand which, you may have noticed, has been in the news for other reasons this week. As things stand, senior Cypriot government officials are in Moscow attempting to stave off an economic crisis which affects not only this small Eastern Mediterranean island, but Europe's entire financial system. I don't want to dwell on the politics of...

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Почечная достаточность

С 2006 года каждый второй четверг марта во всем мире отмечается День почки - Всемирным днем борьбы с заболеваниями почек. Мероприятие не настолько веселое как Рождество или Масленица, но не менее важное. Согласно данным статистики сегодня в мире более 500 млн человек имеют ту или иную патологию почек, а это каждый 10 житель планеты.  А ведь помимо основной болезни,...

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The great rotation or just more spin?

When I met with the inimitable Jeffrey Gundlach in Berlin last autumn, little did I know that the Barron's crowned 'king of bonds' was about to do a 180 degree turn and focus on the equity markets by launching a troika of US funds. Of course, thinking back, the signs were there.  He talked down expectations of growth in his bond funds and was generally bullish about...

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Harvard Management likes ETFs

Harvard Management Company, investment manager of the largest U.S. university endowment plan, has been one of the more active users of ETFs among university endowments. The investment firm uses ETFs to access emerging markets funds.In its recent statement of holdings, HMC owns about 20 ETFs - not surprising. It has, however, slashed its exposure to emerging markets ETFs in...

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