Europa: Kredit-Risiken der Banken steigen explosionsartig an

Werfen Sie einen Blick auf einen vielsagenden Chart:

Quelle: bloomberg.com

Neues Interview mit Investoren-Legende und Rohstoff-Guru Rick Rule

Wie immer hörenswert - credit to Sprott:

Maplecroft, nationale Länder-Risiken: Myanmar mit den größten, positiven Fortschritten

Maplecroft verkündet ein Update des viel beachteten "Risk Atlas". Nachdem die 'Länder-Risiken' im globalen Minen-Sektor eine sehr relevante Rolle eingenommen haben und zu den 'Top 5 Risiken' der involvierten Gesellschaften heutzutage gehören, lohnt es sich immer einen genauen Blick auf die Lokalisierung der Hauptprojekte und Minenoperationen zu werfen.

Business environment improving in Myanmar, Mozambique and Senegal – Legal and Regulatory Risk Atlas

08 Januar 2014 

Myanmar has been identified as the country making the greatest improvements to its business environment for 2014. Strides have been made through reforms to address issues such as corruption; rule of law; the regulatory framework; respect for property rights; and corporate governance, reveals Maplecroft’s annual Legal and Regulatory Environment Risk Atlas (LRERA). Senegal, Guatemala, Mozambique and Rwanda, meanwhile, are among the countries with best performance over the last five years.

The fifth annual Legal and Regulatory Environment Risk Atlas includes 21 risk indices developed to enable companies and investors to monitor the ease of undertaking business in 173 countries. Since 2009 some of the biggest increases in legal and regulatory risk have been experienced by foreign investors in Argentina, Bahrain, Bangladesh and Egypt. Maplecroft states that the business environment in these countries is being curtailed by factors such as a lack of respect for the rule of law and property rights; weak investor protection; increasing regulatory burdens; and poor governance resulting from instability..

Link: http://maplecroft.com/portfolio/new-analysis/2014/01/08/business-environment-improving-myanmar-mozambique-and-senegal-legal-and-regulatory-risk-atlas/

Quelle: maplecroft.com

Artikel WSJ: Geheime Schattenlager bedrohen den Metallmarkt

Alte Thematik mit großem Sprengstoff: Die "Schattenbanken" des Rohstoff-Sektors. Der komplette Rohstoffmarkt ist zu einer gigantischen Spiel- und Spekulations-Wiese verkommen..

Geheime Schattenlager bedrohen den Metallmarkt

Von TATYANA SHUMSKY 

Das Metall dieser Welt verschwindet nach und nach im Verborgenen. Banken, Hedgefonds, Rohstoffhändler und andere Marktteilnehmer ziehen Abermillionen Tonnen Aluminium, Kupfer, Nickel und Zink ab und schaffen die Werkstoffe in Geheimverstecke, die auf dem gesamten Globus verteilt sind..

Link: http://www.wsj.de/article/SB10001424052702303345104579284321571882300.html?mod

Interview mit den zwei legendären Investoren, Milliardären und Gründern von Sprott

Hörens- und lesenswert. Big THX & Greetings an dieser Stelle für die großartige Recherche- und Kommunikations-Arbeit in 2013 von Tommy and Tekoa.

Rick Rule: “Every Billionaire I Know Took Bets Contrary To Conventional Wisdom At The Time That Were Highly Risky”

I had the opportunity recently to reconnect with legendary resource financier and investor, Rick Rule, Chairman of Sprott U.S. Holdings.

It was a fascinating conversation, as Rick indicated the resource market is exhibiting all the classic signs of a major bottom, to which investors face downside risks of about 50%—juxtaposed against upside potential of 10 times or more. He further commented on the single trait which separates millionaires from billionaires, after having personally gotten to know over 20 during his lifetime..

Link: http://bullmarketthinking.com/rick-rule-every-billionaire-i-know-took-bets-contrary-to-conventional-wisdom-at-the-time-that-were-highly-risky/

This Is The Type Of Market That Makes Billionaires…

Due to the significance of the next few weeks’ market action, today’s Sunday note to blog subscribers is posted below…

Following another month of choppy price action in gold, the metal was driven down this week in response to a trivial $10B taper announced by the U.S. Fed. General equities ironically surged to new all-time highs, yet again..

Link: http://bullmarketthinking.com/this-is-the-type-of-market-that-creates-billionaires/