bosun.j

Thursday Outlook: Commodities, Emerging Markets

The Author wrote:

"The Treasury auctions continue. While bonds are getting sold, the results in the aftermarket for them haven't been good. There are more bonds to be sold than you can shake a stick at which is why many want to short."

Indeed. The rest of the world has woken up to the fact that America is bankrupt in every sense of the word. Can't really blame them for that.

China is on a buying spree in an attempt to unload their $2T reserves before the dollar collapses or is seriously devalued.

Few outside America are buying America's bull anymore. Sooner rather than later no one will.

Wednesday Outlook: Commodities, Emerging Markets

Anyway one looks at it there is nothing that can be done to stop the inevitable total collapse. No incremental solution. No all encompassing solution. Any thoughts to the contrary are simply the worst of lies. Those being the lies one tells oneself.

Wednesday Outlook: Commodities, Emerging Markets

Almost 30 years of Ronnie Ray Gun tinkle down economics coupled with the wrongheaded belief that government is the problem have brought the worlds economies to bankruptcy. Prima facie evidence that less government, less regulation and unbridled greed comprise a failed religion many refer to as capitalism.

Friday Outlook: Commodities, Emerging Markets

Happy to see your at least grudging acknowledgment of he part PPT is playing.

Tuesday Outlook: Commodities, Emerging Markets

Good information. Good perspective. Good execution. Looking to see more of the same from you David!

Gold's Relative Appeal

Agreed Brett.

Remember, part of the reason real gold is performing below where it should is the frantic selling of COMEX gold (read paper gold) to cover other paper positions.

It will be interesting to watch the value of real gold as fewer sovereign funds buy increasingly questionable American Treasuries.