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  • California - And by Extension the U.S. - Headed for Permanently Smaller Economy [View article]
    Great article. The shrinkage of the economy, resulting from the rollback of excess debt, should therefore be seen as a positive for the long term health of the nation. Those managing the country's economy, however, have sadly missed this point. The government is trying to induce further debt driven consumption, completely missing the point that excessive debt is precisely what caused this problem, and taking on more debt will not solve it. Savings is what is really needed for the country and its people - but sadly, not many are seeing this point.
    Jul 7 04:35 AM | 48 Likes Like |Link to Comment
  • It's Time to Short Gold [View article]
    Nick doesn't understand Gold. Inflation is not the only reason to own Gold. Gold is currency, not a commodity. Not just jewelery and industrial demand, investment demand is also a 'genuine' demand since Gold is a store of value and a medium of exchange. Dollar's fundamentals have always been weak, now even the Euro is facing trouble. What other alternative currency does the world have? Do Euro's problems improve Dollar's fundamentals? No! With a falling supply and rising demand for Gold as a currency, Gold's fundamentals have never looked better.
    Feb 8 05:43 AM | 29 Likes Like |Link to Comment
  • Friday Roundup: Commodities, Emerging Markets [View article]
    Results declared so far indicate revenues are down about 35% compared to last year, and yet the markets are celebrating. Total insanity.
    Jul 25 01:19 PM | 25 Likes Like |Link to Comment
  • The Market Bubble Is About to Pop [View article]
    Excellent article, Stephen.
    Aug 11 11:24 AM | 17 Likes Like |Link to Comment
  • Is Gold Losing Its Luster? [View article]
    The same old anti-Gold comments that have been churned out again and again. Gold is a currency - and a much widely accepted currency than any other. Also to be noted is that, jewellery demand for Gold is ALSO an investment demand. The buyer knows she is buying something which will not only look good on her, but it will increase in value over time. Gold is not bought as cosmetics. So it is unlikely that Gold will loose its charm - atleast it hasen't in the last 5000 years.
    Jul 27 07:22 AM | 13 Likes Like |Link to Comment
  • The Coming Economic Collapse, Part 1 [View article]
    Accurate analysis, but nothing new. The question is not why all this happened, but how to come out of it. Looking forward to part II & III. I hope you suggest some solutions too.
    Jun 5 02:06 PM | 13 Likes Like |Link to Comment
  • 2010: Time to Arrest the Oil Extortionists? [View article]
    If you compare the price of oil wilth the price of shampoo, soap, water, cola, edlible oil, after shave lotion or any thing else that you use daily, you will realise that oil is actually CHEAP.
    Dec 31 01:21 AM | 11 Likes Like |Link to Comment
  • Rising Skepticism in Gold [View article]
    Forget Google, just look at the fundamentals. The fundamentals of fiat currencies have never been worse. Dollar supply is growing manifold, thanks to the printing press. Euro is on a brink of collapse, as individual nations start to default. The Yen has always been 'free', and the British economy is said to be in a worse state than the US. Surely this augurs well for Gold going ahead. The real buying in Gold is just beginning, with the Central Bank's becoming net buyers for the first time in several decades in 2009.
    Dec 20 07:29 AM | 11 Likes Like |Link to Comment
  • Reports of the Dollar's Death Are Greatly Exaggerated [View article]
    Marc, if everything is so hunky-dory as you point out, why is there a crisis in the first place? Are you not seeing only one side of the story?

    The truth of the matter is that the US consumer over leveraged, and is now unable to repay. While this happened, the Federal Reserve (first Greenspan, then Bernanke) slept. Now, clueless as the administration is about what to do, we are going to see the demise of the dollar. It is only a matter of time, whatever you may say. The international community has already lost its faith in the dollar, how long can you rest in the belief that there is no alternative? Alternatives emerge. In US itself, five states have introduced bills to bring back Gold. If Americans are losing faith in the Dollar, why should the world believe in it?

    The only argument Dollar supporters make is that "there is no alternative". Not a very convincing argument, I would say.
    Aug 30 06:26 AM | 11 Likes Like |Link to Comment
  • Commodities: Another Bubble Forming? [View article]
    Good article. You have missed out on one important part though - the SUPPLY side! It is not just the liquidity and demand which is driving commodities prices, but falling supply too. World over, production facilities are shutting down and no new discoveries are being made. In fact, I think demand is not rising so much, but it is the supply which is falling faster, causing the prices to rise.
    May 30 02:21 AM | 11 Likes Like |Link to Comment
  • David Stockman on 'The Single Most Drastic Error in Policy in Modern History' [View article]
    They used Socialism to bailout Capitalism. But since Socialism fails, so will this experiment.
    Feb 7 02:56 AM | 9 Likes Like |Link to Comment
  • Stocks Will Fall 37% or Gold Will Rally 60% [View article]
    Gold is currency. It is a store of value. What can you do with Gold? You can buy things to eat, sleep, or wear. It is the only currency which is accepted all over the world.

    Jun 3 07:10 AM | 9 Likes Like |Link to Comment
  • 5 Reasons to Join the Gold Rush [View article]
    Gold is not a commodity, it is a currency. The only currency that is accepted all over the world. And has been for the past thousands of years.
    Jun 21 10:17 AM | 8 Likes Like |Link to Comment
  • The Curious Problem of Gold and Silver Coins as Legal U.S. Tender [View article]
    Interesting. Though Gold (or Silver) may not completely replace paper money due to the sheer convenience of using the latter in trade and accounting, a return to some form of a Gold Standard seems a very real possibility now. A string of "honest money" bills introduced in a few states is one clear indication of this.
    May 31 06:07 AM | 8 Likes Like |Link to Comment
  • Was That the End of the Rally? [View article]
    Good article. You are right!
    May 13 01:17 PM | 8 Likes Like |Link to Comment