Bloomberg article on gold miners
[url]http://www.bloomberg.com/news/2013-02-27/gold-miners-come-clean-on-costs-after-lost-6-years-commodities.html[/url]
Day of Month Seasonality for March
[url]http://marketsci.wordpress.com/2013/02/28/day-of-month-seasonality-for-march/[/url]
stanley druckenmiller interview
long but interesting video: [url]http://www.bloomberg.com/video/druckenmiller-i-see-storm-coming-bigger-than-2008-Pu%7EcwiXcRle8XEcPKIbXJw.html[/url]
lisa
Long-term charts on interest rates
[url]http://www.financialsense.com/contributors/carl-swenlin/interest-rates-turning-up[/url]
Crude Oil- Finding Correlations in the Currency War
[url]http://www.etfdigest.com/commentary/Crude-Oil-Finding-Correlations-in-the-Currency-War-USO-.html#comments[/url]
Inflation and Money Velocity
Pascal: My storage rental unit is now $140 vs. $99 in 2005. The particular foods I buy are up even more, and one of my favorite grass-fed boutique dairies just closed his doors because he couldn't make a profit and he was already too expensive. Not to mention gas, health insurance, blah blah up sky high. I'm not sure there's no inflation, at least on this side of the pond. There's no housing inflation, no wage inflation, for sure. So I did a search, and this is what came up.
[url]http://www.zerohedge.com/contributed/2012-08-10/inflation-m2-and-velocity-money[/url]
Germany walking back austerity
This article in Der Spiegel discusses the possibility that German economic policy has recently undergone a significant change in approach to the EU. While I'm hesitant to ascribe any wholesale transformation based on one article, I will say that if there has been a serious shift toward growth policies by Germany, it may prove to be the final nail in the coffin for the secular bull market in bonds.
I am surprised others are not focusing on this possibility. Perhaps it's because there have been so many starts and stops in Europe, that it's difficult to know what to believe. I'm also curious what Pascal, Billy and others who actually live in Europe think.
[url]http://www.spiegel.de/international/europe/german-government-to-test-stimulus-instead-of-austerity-a-901946.html[/url]
Thought this was interesting.
Been reading everything I can about gold. Thought this link was interesting. The author's premise is certainly interesting.
[url]http://seekingalpha.com/article/1514602-ignore-the-fed-s-doublespeak-and-get-to-gold[/url]
China - What happened to Tom DeMark and his China upgrade?
In December De Mark called for a 48% gain for the China market. I havent heard anything from him since and China has sunk like a rock.
Norman Fosback Market Sell Signal
[url]http://www.marketwatch.com/story/sell-signal-from-key-market-indicator-2013-07-17?dist=beforebell[/url]
NYTimes: Excellent assortment of replies to a letter to the editor about debt.
[url]http://www.nytimes.com/2013/07/28/opinion/sunday/sunday-dialogue-our-attitudes-about-debt.html?src=recg[/url]
Free Coursera class entitled Money and Banking taught by Columbia prof
Here's the class.
[url]https://class.coursera.org/money-001/class[/url]
It just started.
The professor promises that at the end of the class we'll be able to understand every word of the FT and will be able to explain it to anyone in plain English.
So far I've listened to the first lecture and read the first reading (57 pgs written by a 1920s era monetary expert; even though they're free, these classes are no joke.) btw he says the environment today is closer in many ways to that of Bagehot in the 19thC than to that of Irving Fisher in the mid 20thC, and that's on the reading list too.
If anyone wants to take it, I'd love to have some company from someone on this board.
If you don't know what Coursera is, pls go to Coursera.org because the class offerings are amazing. There's also edx and venturelab out of Stanford.
ilona.
Ray Dalio narrates his “simple but practical” take on how the economy works.
Always beneficial to see how the brightest minds (manages 19 billion) in the industry can boil it down so simply. Excellent cartoon accompanies talk: [URL="http://blogs.marketwatch.com/thetell/2013/09/22/bridgewater-boss-explains-how-he-avoided-the-financial-crisis/"]http://blogs.marketwatch.com/thetell/2013/09/22/bridgewater-boss-explains-how-he-avoided-the-financial-crisis/[/URL]
Harry
flash crashes too fast for the human eye to catch
[url]http://qz.com/124721/the-secret-financial-market-only-robots-can-see/[/url]
About the on-going depression
[url]http://www.mining.com/web/james-rickards-when-the-international-monetary-system-collapses-its-going-to-be-about-how-much-gold-you-have/[/url]
I found the this article interesting, because it says in a few words that:
- One major trend is in rising Americans on food stamps, rising number of Americans either unemployed or underemployed, rising number of Americans on disability.
- The Fed is manufacturing a new stock market bubble on the base of a false business cycle economic model without any impact on the structural problems
- Emerging markets that produce commodities (Brazil) will be the next victim of the Fed manipulation.
Pascal
WSJ article about energy glut in the U.S. vs rest of world.
[url]http://online.wsj.com/news/articles/SB20001424052702303722104579239831640276094[/url]