-
Europe
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
-
Thought this was interesting.
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
-
Michael Aronstein
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
-
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.
-
DeMark and China
Check Bloomberg website today...
-
Norman Fosback Market Sell Signal
-
NYTimes: Excellent assortment of replies to a letter to the editor about debt.
-
A mashup of trading blogs that deal in the quantitative.
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
-
About the on-going depression
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
-
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.
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
Forum Rules