Monthly Archives: May 2009

Long Gold, Short Dow

By Orpheus | Published: 12 May, 2009
Now that Gold has pushed up above 900 and GOLD-DOW performance cycles are pointing higher. We would like to see a clear turn back below 900 to be negative. The overall industrial metals case seems to be topping, another reason for us to believe short equity, long Gold pair might be at least worth a perspective watch the week ahead.
Posted in Cross Pairs | Leave a comment

The BRIC Model From A Japanese Perspective.

By Orpheus | Published: 11 May, 2009
Starting with the fundamental idea of an “emerging market economy”, it's role, utility and dynamics in the current global set up as a balancing economic block, the paper analysis Goldman Sach's emerging BRIC’s countries model in context of the pre and post 2008 financial crisis. The paper looks at micro and macroeconomic valuations, currency and the economic cycles to illustrate changes in the four economies. Using Japan as a developed economy, the paper also makes a comparative approach and tries to forecast the economic development of the block and respective relation among these countries.
Posted in Cross Pairs, Cross Region, Research Papers, Russia | 1 Comment