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The Idea Farm #3 – AUD, CAD, and KO vs. Gold
Below is our third issue of The Idea Farm Weekly!
In this issue we highlight a report from Grant’s Interest Rate Observer, a NYC investment research firm that has been publishing quality newsletters since 1983.
Download the issue here: Bubble in Safety.
This issue details some interesting perspectives on a number of topics including potential shorts in the Aussie and Canadian Dollars. Great chart below on household debt to disposable income in a few countries:
Also available are sample issues from April 2012 and March 2011.
For more information and subscription details contact:
Use code SB2012 for two free issues ($150 value)[email protected]
(212) 809-7994
About Grant’s:
Grant’s Interest Rate Observer is an independent, value-oriented and contrary-minded journal of the financial markets. We publish 24 times a year. Our mission is to identify investment opportunities in a range of markets at both extremes of valuation, high and low alike. A typical 12-page issue is likely to contain a long idea, a short idea, a macroeconomic comment and a monetary or credit analysis (and, of course, one of our famous cartoons). Without bragging, we like to think that we are the financial-information medium that least resembles CNBC.