About Investing In An Unbalanced World“Investing In An Unbalanced World” is written and maintained by the investment team at Bienville Capital Management, LLC. We created this blog as a medium to share our views and insights on investing, policies, economic history, geopolitical events and other factors impacting the market.
Monthly Archives: April 2011
I stole a couple of charts from a presentation Cullen recently gave to the CFA Society in Alabama and posted them below (presentation to follow shortly). There is no disputing that QE has inflated equity prices (see chart below of the M1 … Continue reading
Silver has gone parabolic since last August climbing a staggering 175%. The gold/silver ratio has moved from 66 to 31 highlighting the massive the out-performance to gold. One way to visually see how violent this move has been is to look at how far silver … Continue reading
Per Variant Perception, the ISM at 20-year highs yet Fed is focused on lagging indicators (i.e. core inflation). Momentum is slowing and the ISM is by nature mean reverting – it is changes that tend to lead to stock market … Continue reading
Quote of the Month “I can’t eat an iPad.” – Attendee response to NY Fed President William Dudley’s speech suggesting inflation is not a concern since consumers can buy an iPad 2.0 at the same cost as the original iPad … Continue reading