During many seminars, I point investors to the fact that real interest rates are the main driver behind the gold price. A real interest rate is the interest rate corrected for inflation. It shouldn’t come as a surprise that gold performs well when interest rates lag behind the rate of inflation. What will happen to the gold price now?... »
Positive Real Interest Rates for The First Time since 2009: What Are the Implications?
October 27 2015
Olav Dirkmaat
Is Your Investment Portfolio Recession-Proof?
October 20 2015
Earlier, I wrote that it is (increasingly) likely that we’ll face another recession (in the articles here, here and here). Do you remember what happened back in 2008? You have probably seen a large part of your wealth vanish into thin air. Is your investment portfolio recession-proof this time around?... »
Olav Dirkmaat
Remarks on the European Refugee Crisis and the Fall of the Roman Empire
October 13 2015
In writing this article, my goal isn’t to proclaim a political or ideological opinion about the European refugee crisis. Rather, I want to know what the future has in store for us. Today, I want to show how some (sincere) 'do-gooders' have no idea how they are 'helping' Europe towards the verge
... »Olav Dirkmaat
In 1998, This Investor Made the Best Decision of His Life
September 28 2015
Everyone told him that he was nuts. As stock prices went through the roof, everybody was talking about the "New Economy". Tech companies were making headlines every day. The "digital revolution" would lead to ever-increasing stock prices. Even the local shoe shiner was giving stock tips.
... »Olav Dirkmaat
