Gold and Silver continued to shine during the Holiday period and it has been remarkable to see the gains, Gold up close to 15% and Silver up close to 24%. Has the market just gone too far too fast, are the real reasons for the move higher, in particularly Silver justified?
Billabong's debt has been rising, its return on equity falling, its balance sheet weakening and as an A4 on Skaffold's quality scale, it was not investment-grade comments Roger Montgomery.
Record lows for lending and the biggest falls in capital city house prices ever were recorded, but there were also one or two positives, with the rate of decline easing in the December quarter and the Perth market pulling out of its slump with a small rise.
Barclays Capital has analysed seasonal trends for February and found emerging markets are usually the best equity performers with aluminium the best among commodities.
A slim little booklet titled One-Way Pockets by Don Guyon (a pen name for a broker), which was first published in 1917, covers some studies he did on the trading behavior of accounts at the time. What he found was timeless.
