Archive - Dec 7, 2011 - Blog entry

Why would Mary and her friends lie?

Prices are at resistance.  There is risk of recession.  There are intermarket headwinds.  And investors aren’t committed either way.  I think this skews the dynamic to the downside even if there is headline risk.

America, land of the cowed and home of the mute?

The reason why some profitable companies pay no taxes. And why others pay too much. It’s so fundamental to business taxation. But not even tax reformers dare to mention it.

We should wait until the data is in before hurting ourselves. 

Don't ever, ever, ever invest in airlines. Ever.

Picture an industry that relies on investment income borne from bonds (primarily sovereign debt [whaaaat?] & bank/financial institution debt [whoa!!!??] for earnings as much as their core business. The perfect short?

Germany is interested in the EU as a political entity, NOT the Euro as a currency. With that in mind, consider the following story which received almost NO attention from the media:

This is a man who just a year or two ago was so arrogant of his power that he committed blatant perjury in front of Congress (the famed “debt monetization” lie)… NOW writing a letter to politicians whining about how unfair the media has been regarding his monetary actions. This is a massive and I mean MASSIVE shift for Bernanke.

All you need to read.

Today, gold and silver mining stocks offer the best value by far of any sector in any stock market anywhere in the world. Due to the recent massive volatility that bankers have introduced into the PM stock sector, and the fact that commercial investment advisers worldwide have erroneously re-educated millions of people with the concept that volatility equals risk, the majority of people worldwide will miss a massive opportunity in gold and silver mining stocks over the next several years due to their misguided belief that gold and silver mining stocks cannot escape the throes of banker manipulation.