'Credit Suisse: It's Time to Hedge With Gold and ViX'the VIX being the fear index hedge trade.
However Credit Suisse is still tipping its emphasis to the leading
paper currencies of the world as hedges or safe havens, like the
US dollar and the temporaily strong japan yen as it repatriates back
to japan, strengthening it,
because
no wants to admit that gold is really a currency now and the leading
currency in the world,
or
that the world economies and currencies are failing relative to gold's
safe haven trade, and going south in the wrong direction.
Plus my reflection, how can the world recover and pay off its huge
debts if the world's economies and currencies are going in the
wrong direction???? What does that say about the gov'ts and central
banks policies in the world, the last 8 years, other than that they have
been incompetent, wrong and failed.
That is, the nixon led eastern republicans keynesianism type the last
46 years or so since 1971 has failed and indebted the US led west
and world, to death. Not that the previous kennedys based keynesianism
has failed. But it's not as if that non from any party or faction of parties
like the liberal democrats, democrats in general, or either republican
factions, the eastern republicans or far right led by Trump right now,
are
saying we have to revive the earlier kennedys' keynesianism version.
Everyone is or will be saying throw out keynesianism in general
and return to robber baron keynesianism and balance budgets. Which
in my mind is what nixon led northeastern keynesianism type has
always been, because has deliberately made sure it would be
excessive, indebt to death and fail. With hard nose robber baron
capitalist libertarianism being the recipient of that failure.
Listing the important comments from the Credit Suisse article:
https://www.marketslant.com/articles/credit-suisse-its-time-hedge-gold-and-vix Real bond yields are zero because inflation of 2.5% are matching
bond yields, but no one wants to put bond sales into gold, admitting
the US and world economies and currencies are correcting/failing
and gold is becoming the real currency and protection of the world
- Suisse bank is not saying to buy gold yet as risk hedge but VIX itself,
the fear index, but easily could be saying that - those who are looking
at relative strengths of paper currencies against one another are
missing the point and dynamics in the world economies and finances
right now - Gold will be the last value hedge standing because it's
the strongest currency standing despite the US's dollar temporary
looking better than the other paper currencies out there, that gold is
really beating out as money, but technically isn't recognized as money
yet
- despite the last quarter of 2016 being disappointing, Gold was up
against EVERY major currency last year. How can an inanimate yellow
inert pet rock do that unless it is a competing currency?-Soren K -
when you look at how well Gold has held recently in spite of USD
strength, we ask: Is this the usual Gold 'safe haven' trade that ends
in a washout at some point, OR Is this another step forward in the
fundamental recognition of Gold as thee competing currency - despite
the last quarter of 2016 being disappointing, relative to the US dollar
as the strongest currency but Gold not seen as a currency yet, gold
was really and is really, the strongest currency out there. How can
an inanimate yellow inert pet rock do that unless it is really thee leading
currency out there?- Soren K
-equities are not looking good if institutions are getting money out of
them while private investors are getting their money into them - Credit
Suisse expected that by June or July of this year, U.S. inflation would be
around 2.5 percent, in line with the current yield on the 10-year U.S.
Treasury bond making real yields zero and money leaving bonds but
to go to equities not gold, since no one wants to admit that gold is the
leading currency out there and economies and currencies are failing
and going south