Archive - Sep 26, 2009

In investing, it's important to think unconventionally and creatively while at the same time considering risks - no matter how remote or unmanageable they are. I keep thinking: What would drive our interest rates up in the US?

There may be some major changes in the NBC ownership structure according to media and financial pundits. Even as General Electric is dealing with significant balance sheet problems, which have been temporarily swept under the rug compliments of unjustified Goldman Sachs stock upgrades, it may be looking at getting rid of its "vanity play", the NBC TV station family, which of course includes CNBC.

Key capital/fund flow observations from the prior two-week period, as well as a highlight of the Fed's preferred sweet spot (5-7 Years) in Treasury repurchases.

After yesterday we highlighted a declassified document by the Department of State, in which it was made clear just how critical it is for the US to remain "Masters of Gold", today we present a comparable memorandum from the same time period (December 1968) this time by the CIA, which presents comparable key high-level gold-related deliberations by the then-administration.

Fed Governor Warsh wrote his 'Blog'on QE. He may have penned the words, but not without Bernanke's approval. This was intended to calm the concerns over QE. It did not work for me.