Archive - 2014 - Blog entry

Endless War Is the Agenda

The weak dollar trend has lasted long enough to become embedded in diversified portfolio models used by financial advisors as many have accepted typical non-dollar ETFs as a common investment inclusion for most diversified portfolios.

But things are changing.

A common refrain from those who are awakening is they suddenly find themselves living with someone they no longer ‘know’. Rarely do they understand their partner may actually feel the same way.

A look at the price action of the dollar, S&P 500 and US 10-year yields as if analysis matters. 

Break the Internutz...

We're OPPOSED to Violent Revolution ... AND Socialist Redistribution of Wealth. We're FOR an End to Fiat Policy that Steals from the People and Hands the Loot Over to a Few Insider Friends of .Gov

I did a post less than a month ago called Won't You Be My Neighbor? which vividly captured a crumbling rustbucket of a "house" that was being offered for $1.8 million.

Whenever investors themselves begin to comprehend that the Fed is now more leveraged than many of the investment banks were when they went bust in 2008, the end game will begin.

Three important factors which should support gold above $1,100/oz are Chinese demand, central bank demand including from Russia and of course the Swiss Gold Referendum. We remain bearish in the short term but very bullish for 2015 and in the coming years.

Let's say there was a fellow here in Palo Alto named Brad. He told me that he had invented the world's perfect tiger repellant. He simply sprayed it on, and voila, no tigers would bother him.

Credit default schnapps anyone?

A bull market in the US Dollar is underway and its magnitude and duration are likely to catch everyone by surprise

$8 trillion in QE spent by Central Banks failed to generate any sustained GDP growth or jobs. So what did the Central Banks do? They stopped talking about growth and began talking about “inflation.”

"It's important to remember  that a little gold goes a long way. If you had 5-10% allocation in your portfolio from 2000 to 2010, you wouldn't have suffered a lost decade" ... “I believe that now is a good time to take advantage of negative short-term trading sentiment,” Wickwire of Fidelity Investments said.

No matter the amount and severity of lawsuits, settlements, and bad publicity, it appears, at least in this case, that the act of signing without proper authority or knowledge as to that which one is signing, continues.