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Tweets of the Week 7/26 - 7/30


The Death of Paper Money This is a must and interesting read.

MJ Credit Guru-The recent performance of the credit markets indicates that corporate and bank credit market weakening has ended.

MJ’s “credit to equity” model suggests that the equity market (SPX) is still cheap relative to credit and has room to rally.

SP-500, GLD and GDX – Sentiment Trumps Everything

The extra yield investors demand to hold Brazilian dollar bonds instead of US Treasuries for 30-years, has shrunk to 200-bp from 700 bp

Brazil’s Bovespa, 60% commodity related broke thru key resistance at 65,000 after Shanghai red-chips broke thru resistance level at 2,500

The Commodity stars are aligning in Brazil’s favor. Copper surged 9% this week for its biggest weekly gain since February

Reuters CRB Commodity Index breaks out leading stks


July Consumer Confidence 50.4 vs. 51.0 consensus; prior revised to 54.3 from 52.9. Mkt rallies on news cause bad = more liquidity


Bad is good: June Durable Orders -1.0% vs +1.0% consensus, May revised to -0.8% from -0.6%


Bloomberg TV headline this morning: “Goodby Gold” …Mark my words, Gold prices have just bottomed.


Q2 GDP- advanced +2.4% vs +2.5% consensus; MKT sells off on news. But dont forget bad is good. MKT will recover

GDP Misses Expectations, Comes At 2.4%, Plunges From Revised Q1 GDP Of 3.7% Here come QE2

“Rosenthal Investing Axiom: When CNBC et all call for imminent market demise expect instantaneous market rally.”

Disclosure: Own Gold