http://thehardtrade.com Mon, 30 Jan 2012 18:45:37 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 http://thehardtrade.com/strategyallocation/portugal-and-yields-and-iran http://thehardtrade.com/strategyallocation/portugal-and-yields-and-iran#comments Mon, 30 Jan 2012 18:45:37 +0000 http://thehardtrade.com/?p=8550 Viewing the remainder of this article requires a Subscription]]> http://thehardtrade.com/strategyallocation/portugal-and-yields-and-iran/feed 0 http://thehardtrade.com/general/the-hunt-for-yield http://thehardtrade.com/general/the-hunt-for-yield#comments Thu, 26 Jan 2012 17:16:12 +0000 http://thehardtrade.com/?p=8546 Viewing the remainder of this article requires a Subscription]]> http://thehardtrade.com/general/the-hunt-for-yield/feed 0 http://thehardtrade.com/strategyallocation/all-eyes-should-be-on-iran http://thehardtrade.com/strategyallocation/all-eyes-should-be-on-iran#comments Mon, 23 Jan 2012 17:17:28 +0000 http://thehardtrade.com/?p=8541 Viewing the remainder of this 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+0000 http://thehardtrade.com/?p=8505 Viewing the remainder of this article requires a Subscription]]> http://thehardtrade.com/strategyallocation/just-because-its-a-new-year/feed 0 http://thehardtrade.com/commoditiesfutures/you-cant-hang-it-on-your-wall-but-its-probably-better-than-art http://thehardtrade.com/commoditiesfutures/you-cant-hang-it-on-your-wall-but-its-probably-better-than-art#comments Mon, 02 Jan 2012 00:08:13 +0000 http://thehardtrade.com/?p=8462 Viewing the remainder of this article requires a Subscription]]> http://thehardtrade.com/commoditiesfutures/you-cant-hang-it-on-your-wall-but-its-probably-better-than-art/feed 0 http://thehardtrade.com/currency/quants-and-currencies http://thehardtrade.com/currency/quants-and-currencies#comments Wed, 21 Dec 2011 20:00:32 +0000 http://thehardtrade.com/?p=8498 Viewing the remainder of this article requires a Subscription]]> http://thehardtrade.com/currency/quants-and-currencies/feed 0 http://thehardtrade.com/commoditiesfutures/paul-brodsky-and-qbamco-on-gold http://thehardtrade.com/commoditiesfutures/paul-brodsky-and-qbamco-on-gold#comments Wed, 21 Dec 2011 14:31:59 +0000 http://thehardtrade.com/?p=8495

• Real interest rates (nominal rates less CPI) are negative across the majority of the largest developed and emerging economies, implying that a stable or rising gold price has positive carry.

• When valued in terms of Enterprise Value per Gold Ounce (EV/Gold), in-ground bullion may be owned for as little as $30/oz through shares in operating companies already in production (we will distribute a more in-depth analysis of this to Fund investors later in the month).

I would encourage you to read the entire piece to get a quick summary of the dynamics in the gold market.]]>

• Real interest rates (nominal rates less CPI) are negative across the majority of the largest developed and emerging economies, implying that a stable or rising gold price has positive carry.

• When valued in terms of Enterprise Value per Gold Ounce (EV/Gold), in-ground bullion may be owned for as little as $30/oz through shares in operating companies already in production (we will distribute a more in-depth analysis of this to Fund investors later in the month).

I would encourage you to read the entire piece to get a quick summary of the dynamics in the gold market.Viewing the remainder of this article requires a Subscription]]> http://thehardtrade.com/commoditiesfutures/paul-brodsky-and-qbamco-on-gold/feed 0