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Sector Performance In July � Materials Lead


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Materials Sector Funds Turn To Inflow


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Gold strength YTD provides some basis for some country equities


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Russian Ruble/USD Sanctions/Oil Price/Carry Trade Scenarios�


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ML Morning Meeting Explained


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DXY, US Dollar have not been as week since the end of 2014 and is now testing the critical support again.


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Average GEM Yields Are Still On the Rise..


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Oil Price � Defining New Channel


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Flows into Russia Dedicated Funds Remain Small Positive In July Despite Sanctions Shenanigans


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Gold Mining Stocks Select List Best and Worst YTD


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Silk Roads Old and New


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ML Comics: Initial Team


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Gold is quite technical � performing head and shoulder act


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Average Sov. Yields Move North � Not a Good Sign


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Russian Funds Switch to Inflows Driven by Eurobond Funds and Equities


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Facing Balooning MIFID Costs


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Here is a Cash Cost Curve for Gold Companies Polyus, Highland, Centerra, Buenaventura and Global Gold Inc are the winners


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CIS Junior Gold Mining Companies � May Be Bargains? Centerra Gold, Chaarat Gold, Global Gold, Petropavlosk


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12 Months and YTD Performance of Gold Stocks vs. Gold Price � slightly overreacting


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China A shares Addition to MSCI is a non event


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Despite some worsening of GEM yields � China (USD) yields are flat


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Palladium � one of the best in commodities space this year.


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Emerging Markets Funds Post 3bn$ Inflows Driven By US Vanguard GEM ETF


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What is better than Gold?


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Quants JV Offer With MidLincoln Research


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Ukraine, Pakistan, Russia Equities hit the most by the FED


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Kazakhstan, Hungary, Argentina et.al are few countries where risk improves over the past week despite some hesitation overall about risk.


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