Monthly Archives: November 2013

“Hidden Secrets of Money” Video From The Bundesbank Museum

The Bundesbank Museum has the whole history of money, superbly laid out. Michael Maloney does a great job of integrating the museum experience with his excellent video series the “Hidden Secrets Of Money”. http://hiddensecretsofmoney.com/videos/episode-5

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When will gold price setting on comex come to an end?

Pre-market slams have become the norm in the comex gold market. Here is what happened this morning: http://www.zerohedge.com/news/2013-11-20/furious-gold-slamdown-leads-third-consecutive-20-second-gold-market-halt What has become very clear over the year is that precious metals markets no longer reflect anything close to a natural price … Continue reading

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Confessions of a Quantative Easer

“We were working feverishly to preserve the impression that the Fed knew what it was doing”, Andrew Huszar link

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US Currency Policy Revealed

“If we want to have a chance to remain the masters of gold an international agreement on the rules of the game as outlined above seems to be a matter of urgency.” “U.S. objectives for world monetary system—a durable, stable … Continue reading

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QE Insanity and Liquidity Illusions

QE is a “Feast for Wall Street”. QE is very clearly and directly correlated with the rise of US equities. QE impact on economic growth is minimal at best. Headline economic data has become increasingly unreliable. The disconnect between financial … Continue reading

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7 Red Flags For US Equities

John Mauldin’s weekly article, http://d21uq3hx4esec9.cloudfront.net/uploads/pdf/131102_TFTF2.pdf, entitled “Bubbles, Bubbles Everywhere” is very well timed. There are now so many signs of extreme conditions in financial markets that investors now need a careful review. Unfortunately, as this article points outs: “Economists and investors … Continue reading

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2 Timing Signals In The Anatomy Of A Pre-Crash Bubble

Status quo habits and inertia are formidable forces. So it can be remarkably hard to estimate when a change in direction is likely to happen. Charles Hugh Smith does a great job of describing this process: http://charleshughsmith.blogspot.com/2013/11/why-is-predicting-crisisreset-so.html Nevertheless, there is … Continue reading

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Market and Economic Data “Cognitive Dissonance” Explained

Lakshman Achuthan’s economic analysis should always be considered, particularly when it is way out of consensus. Just a 3 minute video.

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John Hussman’s Chart

“We never expected to find ourselves in an environment like this again, given the savings that were lost when the internet bubble popped.” David Einhorn Q3 2013 quarterly review. David Einhorn has arguably the best hedge fund track record over … Continue reading

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