Thursday, March 30, 2023

Forbes: Investors Flee Gold ETFs Sending Price Down 5% In February.

By SIMON CONSTABLE

Gold prices took a tumble in February after investors pulled almost $2 billion from bullion-backed exchange-traded funds, new research shows.

Still, the recent tension in the banking system has helped steady the market for the yellow metal. Read more here.

via Wikimedia Commons


Forbes: Recession Now Far More Likely. Blame The Banks

By SIMON CONSTABLE

After more than nine months of waiting, the much-heralded U.S. recession may actually happen. Still, it's not guaranteed. Read more here.



 Public domain, via Wikimedia Commons
 

Thursday, March 16, 2023

#France: The tactical garbage strike in Paris and the strategic thinking pensioners vs. Macron. John Batchelor, Briefings Magazine.

 By SIMON CONSTABLE


Listen here.

Barron's: This Summer Could Be a Scorcher, Lifting Wheat Prices

By SIMON CONSTABLE

Expectations of an unusually hot and dry summer, combined with the impact of the war in Ukraine, will likely send wheat prices surging by around 20% from current levels as early as April, experts say.

“Drought will return and hurt spring wheat, not only in the U.S. but other places,” says Shawn Hackett, president of Hackett Financial Advisors, in Boca Raton. That, in turn, could lift prices. Read more here.

Busted T-72BA near Starobesheve in East Ukraine


Tuesday, March 14, 2023

Briefings Magazine: The Hidden Benefits of Mass Disruptions

Tech hasn’t had a big wave of extinction since 2001.

By SIMON CONSTABLE

There’s no doubt about it. Consumer-tech companies such as Meta, Apple, Google, Netflix, and Amazon came of age over the last decade or so. Some grew from dorm rooms or garages into corporate behemoths at warp speed and hired experts by the boatload. Collectively they gained colossal publicity and political influence. Then came 2022, with plummeting stock prices. So began the hiring freezes and eye-popping layoffs.

Should we be concerned? Perhaps not. Tech’s always been a rough-and-tumble place, embracing an ongoing cycle of innovation, disruption, and destruction. Each cycle is similar, but each has its unique quirks. Read more here.



Wednesday, March 8, 2023

Citywire: Things are changing fast for exchange-traded fund investors

By SIMON CONSTABLE

Since the launch of the first US ETF three decades ago, index-tracking funds have been the mainstay of the ETF world. And while active funds have been ‘stuck in neutral’ the past while, they are now on course to make a booming comeback, experts say.

‘For a long time, active funds were stuck in neutral,’ says Aniket Ullal, head of ETF data and analytics at New York-based research company CFRA. ‘[But] there is now a focus on active – and yes, it’s a long-term thing.’ Read more here.


bfishadow on FlickrCC BY 2.0, via Wikimedia Commons


Monday, March 6, 2023

WSJ: One Way U.S. Students Can Save Money on College Tuition -- Head to Europe

By SIMON CONSTABLE

A college degree and drowning in debt don’t have to be synonymous. 

College tuition in the European Union tends to be far less than in the U.S., not only for locals but for students who come from outside the EU as well. Indeed, both undergrad and graduate-school degrees in Europe often can be earned at a fraction of what it costs in the U.S. Read more here.

Colin Smith, CC BY-SA 2.0 
<https://creativecommons.org/licenses/by-sa/2.0>,
 via Wikimedia Commons



WSJ Financial Flashback -- VISA's 2008 IPO Broke Records

By SIMON CONSTABLE 

Exclusively in the print edition of The Wall Street Journal