I have been watching Gold lately as an asset class – Gold has always been a curiosity of mine as to why people would invest in gold.  Over the last few years as I have been watching how momentum impacts markets, I feel I understand a little better about the hows and whys of how […]

The post Whats Up With Gold? appeared first on VIRTUAL DAN.

Anybody who has invested in emerging markets over the last few years will tell you they have been killed.    Investing in emerging markets has been a small part of my diversification strategy, so while it has not been a winner I see it as a cost of diversification. So I was interested to see […]

The post Emerging Markets – Emerging Opportunity? appeared first on VIRTUAL DAN.

This interview with Mohamed El-Erien has a great quote in it which got me to realize why I find economics so interesting: In the mid-’80s the IMF made an attempt to understand financial markets. And I was sent to talk to asset managers in New York. The question was asked to them: “What was the […]

The post The Economics of World Bond Pricing appeared first on VIRTUAL DAN.

I have been thinking about how I feel about Microsoft’s recent purchase of LinkedIn – and whether or not  I feel good about it.   I am neither a shareholder in Microsoft or LinkedIn, so I am a casual observer, but I was trying to decide if this gets me interested in becoming a holder of […]

The post Microsoft and LinkedIn appeared first on VIRTUAL DAN.

Its been awhile since I have brought up the economy (OK.. a month or two..) but with all my prognosticating about the economic future I think I finally got one right that was worth mentioning. A couple days ago I was looking to adjust my asset allocation to match my targets I have set. I […]

The post Jobs And Retail Sales appeared first on VIRTUAL DAN.