The Continental Economics Institute Investment Page
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| The CEI Quarterly Global Asset Allocation Updated November 19, 2011 Back in August we wrote: The problem when "taking profits" is where to invest the proceeds. Assets that earn interest come with a currency component which makes them precarious. Currently, there are no safe places anymore. In the face of either hyperinflation or state bankruptcy we suggest to have some fun. Spend your profits. Enjoy yourself while you still can. Go, visit Greece. The same holds today. We're postponing investment and are having a good time. There are more negatives than positives at the moment Negative: US dollar bonds, Japanese government bonds, euro stocks, euro bonds, US stocks Neutral: Natural resources, agriculture, oil Bullish: Russia after sell-off Bearish: Paper assets Special Situation: Gold, precious metals, commodities may face temporary sell-off. Automobile industry, Germany, Japan - turning for worse Possible Surprises: Euro split, US double dip, China bust Major Risks: Social unrest, mega crash Uncertainties: Europe, China, Middle East Low probability/high impact event: beware of the unknown unknowns For more information and individual consultation go to Contact |
Hot Topics Real estate and agricultural land in Latin America en in Brazil in particular For more information contact |
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| The Continental Economics Institute Currency Review World Economic Outlook 2012 The year 2011 will be remembered as the year of the European sovereign crisis. This crisis is not yet over. On the contrary: The risk for 2012 is that the European crisis will spread across the globe. The stagnation in Europe and the United States will continue. Along with Japan the major world economies are in crisis. Step by step this crisis is also affecting emerging markets... More |