CPI Financial

• Saturday, May 18 2013 Precious Metals Report: Good week for palladium, bad for gold
• Monday, May 06 2013 From Russia with love and alpha!
• Saturday, May 04 2013 Precious Metals Report: The China Syndrome
• Thursday, May 02 2013 Initial thoughts on the ECB rate cut
• Monday, April 29 2013 Macro Ideas – My macro passage to Indian debt
• Thursday, April 25 2013 What's in a credit rating?
• Thursday, April 25 2013 Reflections on Japan
• Monday, April 22 2013 The Enigma of North Korea
• Saturday, April 20 2013 Precious Metals Report: Reasons to be cheerful...
• Saturday, April 20 2013 Gold’s slump offers opportunities

• Tuesday, April 16 2013 Gold: Exit, pursued by a bear?
• Monday, April 15 2013 Is Italian risk set to escalate?
• Sunday, April 14 2013 Ding Dong! Which witch is dead??
• Saturday, April 13 2013 Precious Metals Report: Gold under pressure
• Tuesday, April 09 2013 Wall Street -- A growth scare in global market?
• Tuesday, April 09 2013 What to do when growth is too slow
• Sunday, April 07 2013 Precious Metals Report: Gold showing little resistance to price weakness
• Tuesday, April 02 2013 Cyprus and West Europe's money
• Sunday, March 31 2013 Precious Metals Report: Euro zone offers no reassurance to depositors
• Thursday, March 28 2013 Cyprus: Too small to matter?

• Tuesday, March 26 2013 Europe's Woes Disrupts Markets
• Monday, March 25 2013 Cyprus and Europe’s black swans
• Sunday, March 24 2013 Will the BRICS Announce a BRICS Development Bank?
• Saturday, March 23 2013 Precious Metals Report: Europe centre stage, spotlight on Cyprus
• Thursday, March 21 2013 The price of confiscation
• Monday, March 18 2013 For all maternity...
• Monday, March 18 2013 Cyprus bailout a major game changer
• Monday, March 18 2013 The German question in world finance
• Wednesday, March 13 2013 Africa - a continent 'rocking with opportunities'!
• Tuesday, March 12 2013 The future of the great European project

• Sunday, March 10 2013 Stick to themes or get used to volatility
• Wednesday, March 06 2013 What does the sequester mean for investors?
• Tuesday, March 05 2013 Are we nearly there yet?
• Saturday, March 02 2013 Precious Metals Report: A bear in the woods?
• Thursday, February 28 2013 A barrel of oil for a bushel of wheat
• Wednesday, February 27 2013 Whatever happened to the 'boring' Governor of the Bank of England
• Tuesday, February 26 2013 Are we in a currency war?
• Tuesday, February 26 2013 Shouldn’t the stock market track the real economy?
• Monday, February 25 2013 Global markets and the risk angst
• Sunday, February 24 2013 Precious Metals Report: A buying opportunity in gold?

• Thursday, February 21 2013 Currency wars and the 'threat' of shale
• Wednesday, February 20 2013 Mixed global growth warrants a focus on emerging markets
• Monday, February 18 2013 The Euro's woes and currency ideas
• Saturday, February 16 2013 Precious Metals Report: Safe haven no longer?
• Saturday, February 16 2013 The Red Dragon Rises
• Tuesday, February 12 2013 Dividend-payers should prosper in a slow-growth environment
• Tuesday, February 12 2013 Currencies -- The macro case for Euro 1.30?
• Thursday, February 07 2013 Risk rally, with a hint of caution
• Tuesday, February 05 2013 Decent US economic data powers stocks forward
• Monday, February 04 2013 The bullish case for Brazil’s banks