Got Yuan?

Posted by Jason Apollo Voss on Jan 15, 2011 in Blog | 0 comments For its U.S.-based customers the Bank of China has begun allowing trading in the Chinese currency, the yuan.  This is clearly a long-term focused goal of trying to make the yuan a competitor for the U.S. dollar as the global currency in which trading is conducted.   Importantly, to make this a reality the Chinese are going to have to let the yuan rise in value relative to the dollar, the...
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14 January 2011: Financial Advisor magazine article!

Posted by Jason Apollo Voss on Jan 14, 2011 in News & Events | 0 comments Hello everyone.  Financial Advisor magazine is carrying an article I wrote as their web’s front page article.  The name of the article is, “The Fallacy of PEG Ratios.”  I hope that you enjoy this more hard core, unabashed finance reading.  My apologies to those of you who love and track the site based on my intuitive faculties.
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What to invest in now

Posted by Jason Apollo Voss on Jan 14, 2011 in Blog, Predictions | 4 comments As long-term readers of this blog know, I consider it contrary to my purpose to give investment advice about specific investments.  My goal is your investment self-sufficiency.  That is one of the reasons that I tend to comment on macro-economic data – I feel that much of the investment business does a bad job of analyzing the daily news flow.  However, that said, that believed, that...
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Anecdotal evidence of gold bubble

Posted by Jason Apollo Voss on Jan 14, 2011 in Blog | 0 comments During the dot.com and real estate bubbles of the last decade it was so difficult to get a contrary opinion from anyone who wasn’t drinking from the bubble kool-aid.  One of the ways any investor, yes, even you, could have recognized that it was a bubble was by who was talking about the stock market or real estate market.   Normally the general public concerns its conversations with...
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Those rascally Germans and the EU bailout

Posted by Jason Apollo Voss on Jan 13, 2011 in Blog | 0 comments Gosh, I hate to beat the drum anymore, but the Financial Times this morning in a story is reporting that the government of Germany is willing to increase its financial guarantees in the European financial bailout fund.  In my 2011 Predictions post I said that I thought the primary result of the European debt crisis would be political and I emphasized that Germany would use the crisis to become...
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Update of Fed/Congress prediction

Posted by Jason Apollo Voss on Jan 13, 2011 in Blog, Predictions | 0 comments   In my 2011 Predictions I said the following:   “Federal Reserve (monetary policy) – The Fed will continue to be impotent quantitatively having pulled all of their policy levers already.  Instead, the power of the Federal Reserve will be qualitative.  In other words, what they feel is happening in (i.e. their commentary and opinions about) the world economy will be more...
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Goldman Sachs misunderstood

Posted by Jason Apollo Voss on Jan 13, 2011 in Blog | 0 comments Last spring it came to light that a unit of investment banker, Goldman Sachs, was selling a mortgage backed security (MBS), while simultaneously an analyst at Goldman Sachs was recommending that the firm’s clientele sell the security.  To the general public this situation appeared outrageous.  Shares in Goldman Sachs plummeted as investors were certain that Goldman was going to have its...
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