Archive - Feb 2010 - Blog entry

So what happens when employment and asset prices go down while input prices go up?

The outperformance will continue. A recovering auto industry needs a lot of catalytic converters. 80% of the world’s production comes from Russia and South Africa, dubious sources on the best of days. A free call on political instability. Meet the “poor man’s platinum.”

The question of the day, "Does the Mainstream Media Take the Blogoshpere Seriously as a Credible Distribution Outlet for News and Opinion?" While the answer should be a resounding yes, the reality of the situation is probably "no". The media probably does consider blogs a threat to revenue and eyeballs, though. This is an interesting story presented to me from Aaron Krowne from Implode-a-Meter...

5 charts of S&P 500 Futures (ES E-mini) ... [1] Kase Bar 3 Point Range ... [2] Kase Bar 8 Point Range ... [3] Daily, 610 Simple Moving Average (SMA) ... [4] Monthly, Simple Moving Averages (SMA) ... [5] Monthly, Exponential Moving Averages (EMA)

The recently announced IMF sale of 191.3 tonnes of their gold reserves, though it caused an immediate sharp knee-jerk reaction in gold futures markets, will have a negligible effect on the long-term price of gold. There will come a time when the prices for real physical gold and real physical silver completely sever the already tenuous umbilical cord they maintain to the suppressed prices of gold and silver established by the agent bullion banks of the US Federal Reserve and the Bank of England in futures markets.

According to Jack Mintz, the Canadian pension crisis is all a myth. Tell it to Nortel's disabled that are still fighting for their pensions and benefits, and like many other disabled Canadians are caught in the disability poverty trap.

Why gridlock is good for investors. The government claims that because Washington D.C. was practically shut down by Snowmageddon we taxpayers were losing $100 million per day from lost productivity of federal employees. Then Evan Bayh announced he will not run for re-election as senator from Indiana because the lack of bipartisanship between Democrats and Republicans resulted in legislative gridlock ("the peoples' work is not getting done").

I thought the folks at ZH who could not attend last month's talk by yours truly sponsored by the Columbia University Center for Financial Engineering & NYU Courrant Institute of Mathematical Sciences would like to listen to the audio file. The link below downloads an 8MB WAV file, so don't try to listen on your PDA/cell phone.

To be fair, this article could just as easily have been called “Waking a Zombie World”. While various people and governments point to the USA as the bad actor in this mess, in fact it has taken dozens of nations to form this conga line to hell and the rest of the world is far from blameless. Nor is America the sole residence of the world’s zombie population.

Pending bond maturities due in 2010 are paving the way for the next wave of the Pan-European Sovereign Debt Crisis - Supply, potentially in excess of demand, which portends higher yields and more onerous debt servicing at a time of record fiscal spending!
This is how the crisis will spread through western Europe...

They may resolve Greece, but not Portugal, Spain, or Italy. The US economy is heading for the “square root” scenario. Buy gold against sterling. US stocks are going nowhere. China, Brazil, Canada, Australia, and Indonesia are another story. The early players shorting Treasury bonds could get bled dry. The January crop report is a total game changer. An exclusive Hedge Fund Radio interview with trading legend Dennis Gartman. (CANADIAN DOLLAR), (AUSTRALIAN DOLLAR), (FXI), (EWZ), (EWC), (EWA), (CORN), (IDX), (FCX), (X)

Forget the claims and allegations that false flag terror - governments attacking people and then blaming others in order to create animosity towards those blamed - has been used throughout history.

This essay will solely discuss government ADMISSIONS to the use of false flag terror.

A statistics problem. One I would love to solve. Me and a few thousand other people. A big payoff if you do solve it. The question is, has some already figured this out?

Love him or hate him, Putin sets the record straight. While the media's attention remains on the Greek fiscal crisis, the bigger debt crisis is in the US, and the world is starting to take notice.

How the Middle Kingdom Became the World’s Largest Exporter. Is it possible that Obama’s stimulus program is reviving China’s economy more than our own? A free floating Yuan today would be at least 50% higher than it is today.
(CYB)