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- Why QE3 Is Still Not Coming
- With U.S. Dollar As Carry Currency, Fed Can't Tighten
- The Market's Bipolar Tantrum Will End Soon
- The Dawn Of The Franco-German Empire
- The Zombie Euro Marches On
- How The 'United States Of Europe' Could Come Unglued
- China's Intermediate And Long-Term Outlook
- More On Apple's 'Steve Jobs Premium'
- Short Apple's Jobs Premium
Waiting for This False Bear to Pass
on Aug 3, 2011 • 11 Comments
- Eyeing Short Potential as Titanium Faces a Multi-Pronged Assault
Debt Ceiling Talk Collapse Would Be a Great Thing
on Jul 15, 2011 • 41 Comments
- Third Time's a Curse: QE3 and Lehman
- Is the Bull Market Running Out of Breath?
- Japan: Time to Reevaluate 'Disasters Are Bullish' Argument
- No QE3: Here's Your Chance to Frontrun the Fed, Again
- The Great Japanese Unwind and How It Will Play Out Globally
- 6 Market Aftershocks of the Japan Disaster
- Fed Action: Bad for World Economy, Good for Gold
- Commodity Inflation Deja Vu
- How to Create Your Own Protection From Inflation
- TIPS: Half Deflation Protection and Half Inflation Protection (Part 2)
- TIPS: Half Deflation Protection and Half Inflation Protection (Part 1)
- The Fed, Emerging Markets and the Money Bubble
- What to Do in the Face of 'The Mother of All Black Swans'
- A Turning Point in Gold
- A Turning Point in Gold?
- Is the Fed Sustaining Bubbles? How I'm Planning Ahead
- Gold: The Improbable Answer to Life, The Universe, And Everything
- Dissecting the Chinese Foreign Reserve - Be Careful What You Wish For
2 More Reasons Housing Prices Are Going Down 63%+ This Year
on Dec 20, 2010 • 27 Comments
- For How Much Longer Can China Resist Raising Rates?