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  • Japanese Rates Influencing Gold [View article]
    I don't necessarily disagree with your arguments. I just know I can't predict what will happen, which is why I would diversify across a range of assets.

    Also, I think these assets may have different performance characteristics when the SHTF, depending on the reaction by central banks around the world.
    May 21 10:00 PM | 0 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Possibly, if it's meant to delay a global financial meltdown.
    May 14 11:50 PM | 0 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Yes, JGBs are priced in Yen and they can print to repay. So they will never default in Yen terms. But they will default in terms of value and their middle class wealth. That's just a default by another name.
    May 13 10:34 PM | 1 Like Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    The Yen just broke through 100 on Thursday.
    May 13 10:30 PM | 0 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    If I didn't go the full 9 many would have never paid a second thought to either article.

    As for the gold question...like gold in 2008/2009, the S&P 500 in October 1987, etc. I would consider that a cyclical correction in a secular bull market. Anyone reading SA should know nothing goes up in a straight line.
    May 13 10:18 PM | 0 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Probably the same reasons the US has had never-ending geopolitical spats. The more muscles you grow the more you want to flex.
    May 13 10:12 PM | 1 Like Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Thanks for the great comment and historical context.
    May 13 10:10 PM | 1 Like Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Just watch your FX exposure.
    May 13 10:06 PM | 0 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    The only problem is that our financial crises have been worsening over time. Is that success or are we simply papering over the problem, only for the entire house to come down at some point?
    May 13 10:00 PM | 3 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    One can only hope it's an orderly economic atrophy.
    May 13 09:58 PM | 1 Like Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Good point. China has a bad demographic profile, tons of overcapacity and buckets of debt. Definitely not a running start.
    May 13 09:57 PM | 1 Like Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    I agree. They call the short JGB trade the 'widow maker' for a reason.

    So why am I talking about this now? Because of the risk that the BofJ actually achieves what they have promised to achieve.
    May 13 09:47 PM | 1 Like Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    Great point - the time for action in many economies around the world was 20+ years ago. Today's game is 'kick the can'.
    May 13 09:44 PM | 5 Likes Like |Link to Comment
  • 4 Scary Charts Warning Of The Next Financial Crisis [View article]
    If the yuan rises any faster than it already is Chinese exporters are toast. They're already squeezing out miniscule profit margins.
    May 13 09:43 PM | 2 Likes Like |Link to Comment
  • Why You Should Not Feel Pressure To Beat The Market [View article]
    Professional investment managers fall prey to these fallacies all the time.

    http://bit.ly/150GQhY
    Apr 8 11:57 PM | 1 Like Like |Link to Comment
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