Global Macro Investor & One of Top 3 Global LinkedIn Influencers on Economy and Finance, Mumbai
He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.
US dollar’s long-term correlation with Budget deficits
If other countries are also printing money, then the US dollar can only fall against tangible assets.
People are seeing ‘inflation‘ in real goods
My worry is that, policy makers might be pushed into ‘pre-emptive’ tightening due to these concerns.
This is the biggest ‘risk on’ currency pair in the world
Dollar breaking down against South African Rand (ZAR) is massively bullish ‘commodities’.
The amount of investments required are just breathtaking
Wood Mack (Reuters) said mining companies would need to invest $1.7 trillion over the next 15 years to meet the demand for a shift to the low carbon world that countries have been signing up to.
The world’s largest gold ETF, the SPDR Gold Trust, reported inflows of nearly six tons on Friday, its most pronounced daily inflow since mid-January.