Ritesh Jain is Director and Strategic Advisor, Eastern Financiers and Economic Advisor, Old Bridge Capital. The Calgary, Canada-based Jain is also a global macro investor and Top 3 Global LinkedIn Influencers on Economy and Finance, Mumbai
He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.

Has investor money started reverting to physical assets?

I believe money has started to move from financial assets to physical assets including real estate.

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Real estate vs S&P 500.. New relative highs

I believe money has started to move from financial assets to physical assets including real estate.

Real Estate - S&P500


S&P500 continues to trade in tandem with global liquidity

S&P 500 - Global liquidity

Till the time Central Bankers will continue printing money… it will be difficult for markets to correct meaningfully.

In last one month… Precious metals have started outperforming Bitcoin
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Silver - Gold ratio

Precious Metals Bulls looking for Silver/Gold ratio to break out, in order to add credence to the bull case for Gold and Precious Metals (allstar charts).

Brace for Inflation shock

Richmond manufacturing survery

Get ready for the manufactured good shortage of our lifetime. US finished goods inventory are at 25-year lows, vender lead time at 25-year highs.
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Big news for Nuclear

Clean energy

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Uranium Miners is the best way to play green and clean energy.
(Disclaimer: The opinions expressed in this column are that of the writer. The facts and opinions expressed here do not reflect the views of www.economictimes.com.)
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