Swen Lorenz

Crimean storm in a teacup throws up a buying opportunity for Russian equities

While the world has been very vocal in terms of the promised and actual sanctions against Russia, Vladimir Putin seems…

OVERNIGHT MARKETS ROUND UP – 01/04/14

We look set for a volatile day of trading on global stock markets as manufacturing PMI figures are released from…

The return of Irrational Exuberance!

For those readers that weren’t around in the 1990’s, from an equity perspective, the latter half were crazy years! With…

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Speculative Oilers: Bowleven, Xcite Energy, Falkland Oil & Gas, Gulf Keystone – when does the pain end?

  It would appear that now Xcite Energy is starting to “do a Gulf Keystone” in terms of a renewed…

Anthony Davian the “mini Madoff”, Twitter and the ever gullible investing public…

Ever heard of one Anthony Davian? No, neither had we until last week. But this 34 year old “fund manager”…

Titan – The gold:silver ratio revisited – is it signalling another impending sharp rally in both precious metals?

A few weeks ago we wrote a blog on the GSR or Gold:Silver Ratio, and which you may recall is…

chart du jour – seasonality v presidential cycle

April is historically the strongest month throughout the year, posting on average a whopping return of 2.5% for the month.…

OVERNIGHT MARKETS ROUND UP – 31/03/14

Asian markets started the week in positive territory, pinning high hopes on China stimulus. With recent data showing the Chinese…