FIT July 10

Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs

July remains bullish as low interest rates fuel stock returns and gold gains. Russia can be viewed as a high dividend value opportunity if oil prices can remain elevated, and natural gas prices stabilize. A note from Merrill Lynch outlines the demand for hydrogen fuel cells that support natural gas (UNG) prices. China continues to Read more ➝

COVID and gold

COVID Emergency Funds, the Price of Gold, and the Stock Market

Having one’s cake and not eating it. When I came to Russia, my first summer was hot and sunny and I took to cycling, exploring the city’s cycle paths, one of my favourites being the one that runs along Bolshaya Nikitskaya up to the Garden Ring. For those unfamiliar, the Garden Ring is a ring Read more ➝

waterfall

The Battle with COVID-19

One of the fastest and most furious declines in stock market history has taken place . While similar declines have occured, they did not come as rapidlynor straight off a new all-time high. we cannot know if we have hit bottom yet – bottoms are only visible with a bit more hindsight. So speculating on the timing of a rebound, rally and recovery needs some leadership response.

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