Interesting Links

[adam ali]

To my point last week about Germany, austerity and the end of the secular bull market in bonds:

http://www.businessinsider.com/byron...-europe-2013-6

[lulzasaur]

Been reading everything I can about gold. Thought this link was interesting. The author's premise is certainly interesting.

http://seekingalpha.com/article/1514...nd-get-to-gold

[adam ali]

Michael is the PM/CIO of the Mainstay Marketfield Fund which has been an excellent performer since inception in 2007. He is well known to old stock hands as one of the three co-partners of the famed Comstock Fund (along with Stan Salvigsen and Charles Minter; these days the Comstock Fund is managed solely by Minter).

Michael is a brilliant thinker and a true contrarian. His latest monthly commentary is well worth a close read: http://www.nylinvestments.com/MainSt...rketfield-Fund

[1bullseye]

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.

[adam ali]

Check Bloomberg website today...

[adam ali]

http://www.marketwatch.com/story/sel...ist=beforebell

[ilonaross]

http://www.nytimes.com/2013/07/28/op....html?src=recg

[Billy]

Many here are quant-oriented and I found this website to be a gold mine for quantitative studies. There, you will never miss any study or research anymore as they are constantly posted in real time from all around the internet.

http://www.thewholestreet.com/

Billy

[Pascal]

http://www.mining.com/web/james-rick...gold-you-have/

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

[ilonaross]

https://class.coursera.org/renminbi-001/class/index

Coursera is also offering the above class, via a Chinese university, and the titles of the first set of lectures echo precisely what Rickards asserts, e.g. the need for a "multipolar" currency system, currency reform, SDRs.