Archive - Jan 2014 - Blog entry

Rising U.S. inflation expectations ... suggesting inflation is around the corner. But we're not buying it just yet.

Is it all about expectations about tapering, again?

Do I hold my nose and just buy, or do I get out now and protect myself from the Fed inspired asset bubble that inevitably gets pricked? 

Do I hold my nose and just buy, or do I get out now and protect myself from the Fed inspired asset bubble that inevitably gets pricked? 

If you thought that you got rid of the IMF as a diligent saver, we have bad news for you.

Extra cheese anyone?

Technical outlook for the several of the most actively traded currencies.  

These names can fall farther than investors ever think once the downside momentum kicks in......

The media is lying about the economy. They have been for years. Even the BLS now admits that its methodologies are either inefficient (read: DON’T work) or outright wrong.

Blind faith in your leaders, or in anything, will get you killed.--Bruce Springsteen

The Empire will protect itself from itself, from its own greed, corruption, malfeasance, incompetence and especially from its oppressed and enslaved citizens.

The $16 Trillion clone...

Simplistic, subjective and unbalanced anti-gold opinions tend to get media coverage. However, it is important to always focus on the empirical evidence as seen in the academic research, price performance over the long term and the historical record. 

What's not to "Like"?

These men are masters of the capital markets. They are voting with their feet and pulling their capital out of them. Given that their personal compensation is closely linked to assets under management and profit sharing, this decision is akin to the choice to forego additional wealth that could be made quite easily (none of these individuals would have trouble raising several billion more in capital) rather than trying to find opportunities in a challenging market.