Clime Investment Management

Gold prices are setting new record highs, topping $2,300 per ounce (at the time of writing) amid a broad commodities rally, international tensions and moves by global central banks.
One important catalyst for the gold price has been steadily increasing central bank purchases. Central banks have been increasing the proportion of their reserves held in gold – which operates as a safe haven in times of turmoil and is a diversification...

The other week, gold closed above $2,300/troy ounce for the first time ever. Oil had a strong run too, above $90/barrel at the time of writing.
Source: Wall Street Journal
There has been a surge in demand for oil because the global economy is stronger than expected, with China showing early signs of recovery, and supply problems because of wars in Ukraine and the Middle East. Drone attacks in Russia, turmoil in the Middle...

In this weeks The View join, Paul Zwi and Investment Analyst Oscar king, as they discuss Oscar’s role at Clime, earnings in the consumer market, and companies they investment team is following.
The post The View | Earnings is looking positive for markets appeared first on Clime Investment Management....

As we’ve said before, sensible investors pay close attention to valuation metrics. But valuations in themselves are seldom a good guide to market performance – except over the long term. In other words, cheap markets can remain cheap, and expensive markets...