The Bernanke Agenda - It Isn't What You Think It Is [View instapost]
What is the reason Germany wants its gold back? An author on CSPAN said he was assigned to a military job. He asked what was happening, oh, we are planning to invade Iraq next spring (a year away at the time.) So things do happen behind the scenes like preplanning Bretton Woods 2. It will take a large crisis to push through such a globalization loss of sovereignty type issue.
The FED has started preparing the mkt for tapering. By the time it actually happens, it will be a non-event. That chart of 5 year bond yield is a diagonal triangle. It predicts a reversal.
Gold: Casualty Of Currency Manipulations? [View article]
Direct manipulation, GS and JPM, COMEX, paper vs physical, the central banks. Whatever, you guys need to figure it out before crashes rather than using it as an excuse later.
Is A Force Majeure Of The Comex Paper Market Really Just A Tinfoil Hat Theory? [View article]
If any of this is true, don't you guys know that the Comex can just change the rules like they did in1980. 99.9999999% long and shorts simply close each other out and that is the end of that. The contracts are written so the exchange can make it virtually possible to take or make delivery The COT shows commercials are selling less as prices decline, which is perfectly normal. The large specs are buying less (shorting more) as prices decline as they are trend followers. They are closer to the 0 line which sometimes supports a rally, but that was true 2 or 3 hundred $ higher. The overall positions are nothing extraordinary.
Long And Bumpy Road Ahead For Tesla [View article]
Have you seen this solar breakthrough by Ronald Ace? If true gasoline is over. The Tesla is a great car and revolutionary. If the Ace stuff is true, someone will buy Tesla and go virtually all electric. Otherwise Tesla has paved the way for the future, even if they fail.
Stuber has an article that may explain why these countries want their gold back. Needed for a new Bretton woods that will use gold symbolically to assuage the public.
Every gold standard has always failed. None exist today. There are many paper currencies that have been around for a long time like the British Pound. Ultimately, even civilizations fail, but that can be a longer than lifetime wait.
American Industry Collapsing Into Q2 [View article]
Recipe for a strong stock market. EZ FED into a weak economy. 2009 and to a lesser extent now. A stronger economy will gradually soak up the excess liquidity that has been buoying the market. If the economy should get weaker now, it would be unprecedented so unlikely. It would definitely toss Keynes to the trash bin (I think). If the monetary accelerator model doesn't work, will we be back to Reinhart and Rogoff?
Real World Support For Silver Prices [View article]
The long term trend for the cost of production of commodities has always been down. Human ingenuity has always met higher prices like the last 12 years with increased supplies and more efficient production. The history of commodities is also that prices tend to fall below production costs. Is ths a new inflection pt in human history?
Falling Commodity Prices Could Burst The U.S. Farmland Bubble [View article]
Grains and some softs like coffee and cocoa are cheap in real terms. Plus the grains refuse to give up their parabolic uptrends. So I agree with the article but am ready to go long quickly if a final blow off begins.
Falling Commodity Prices Could Burst The U.S. Farmland Bubble [View article]
Try to sell your physical gold and you will see prices have changed a lot. This physical/paper gold shows the emotional nature of gold and silver advocates make them willing to accept any excuse, regrettably.
The Bernanke Agenda - It Isn't What You Think It Is [View instapost]
Bullard's Chutzpah [View article]
That chart of 5 year bond yield is a diagonal triangle. It predicts a reversal.
How Rigged Are The Markets? Libor, ISDAfix And Now The Oil Price... [View article]
Gold: Casualty Of Currency Manipulations? [View article]
Is A Force Majeure Of The Comex Paper Market Really Just A Tinfoil Hat Theory? [View article]
The COT shows commercials are selling less as prices decline, which is perfectly normal. The large specs are buying less (shorting more) as prices decline as they are trend followers. They are closer to the 0 line which sometimes supports a rally, but that was true 2 or 3 hundred $ higher. The overall positions are nothing extraordinary.
Long And Bumpy Road Ahead For Tesla [View article]
Gold Going To $500? [View article]
Gold Going To $500? [View article]
American Industry Collapsing Into Q2 [View article]
Real World Support For Silver Prices [View article]
Real World Support For Silver Prices [View article]
Real World Support For Silver Prices [View article]
Falling Commodity Prices Could Burst The U.S. Farmland Bubble [View article]
Falling Commodity Prices Could Burst The U.S. Farmland Bubble [View article]
The Future For Gold Supply Looks Grim, But The Price Of Gold Does Not Care [View article]