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Is Gold A Giffen Good?
Via Paul Mylchreest of Seymour Pierce, Is Gold a Giffen good? We are at a critical point for gold and the gold equities. With regard to the latter, the long running underperformance versus bullion may...
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Guest Post: The Future Of Gold, Oil, And The Dollar
Via Gregor Macdonald of Peak Prosperity, The ability of reflationary policy to mute the worst risks of debt deflation has been a source of enormous frustration for stock market bears ever since the...
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Why Self-Sufficiency Matters (Or Why Europe's Growth Outlook Is Not Good!)
Self-sufficiency matters. Bridgewater's Ray Dalio sees this logical concept as consistently an important ingredient for individuals, and even more so for societies as a whole, to become successful. As...
View ArticleThe Five Stages Of A Sovereign's Life-Cycle
Bridgewater's Ray Dalio believes four factors drive relative economic growth: competitiveness, indebtedness, culture, and luck. The returns from his machine-like investment process clearly indicate he...
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2012 Year In Review - Free Markets, Rule of Law, And Other Urban Legends
Submitted by Dave Collum via Peak Prosperity,BackgroundI was just trying to figure it all out.~ Michael Burry, hedge fund managerEvery December, I write a Year in Review that has now found a home at...
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Big Picture Thinkers And Silver
Recently I did a radio interview with longtime friend Al Korelin and blurted out that anyone who actively followed the gold/silver markets and did not appreciate how manipulated they are, was a moron....
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"Return = Cash + Beta + Alpha": An Inside Look At The World's Biggest And...
Some time ago when we looked at the the performance of the world's largest and best returning hedge fund, Ray Dalio's Bridgewater (split roughly evenly between his Pure Alpha and All Weather...
View ArticleJim Sinclair: The Legend, I Knew Him Way Back When
July 23 - Gold $1335.10 down $1.30 - Silver $20.25 down 25 centsJim Sinclair: The Legend, I Knew Him Way Back When"GET AFTER THEIR ASS!" … A Texas Football CoachGO GATA!Living in Texas and being an...
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How The Economic Machine Works
The economy is like a machine. At the most fundamental level, Bridgewater's Ray Dalio explains in this excellent video introduction, it is a relatively simple machine. But, he adds, many people don’t...
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Treasury Yields Plunge To 7-Week Lows
With yields down for 11 of the last 13 days, 10Y Treasuries are trading at their lowest interest rate since August 13th. The 5Y yield has collapsed 45bps since September 6th when the 10Y briefly broke...
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Mario Draghi's Nightmare Gets Worse: European Loans Decline At Record Rate
Back in July we posted "What Keeps Mario Draghi Up At Night, And Why The European Depression Has A Ways To Go" in which we presented "Europe's annual change in M3, alongside the far more important bank...
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Forget Recovery: This Is What Total European Monetary Collapse Looks Like
Presented without commentary (if confused - wink wink Mario Draghi - Ray Dalio will explain).Source: Goldman, ECB
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Bill Gross' Monthly Thoughts: Expect The "Beautiful Deleveraging" To...
A week ago, we first reported that Bridgewater's Ray Dalio had finally thrown in the towel on his latest iteration of hope in the "Beautiful deleveraging", and realizing that a 3% yield is enough to...
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Albert Edwards: "At A Record High Median Price To Sales Ratio" There Is...
Spoiler alert: Albert Edwards is not exactly bullish. Perhaps like Rosenberg, he too needs to spend a weekend or two on the Ray Dalio ranch.First on China:Chinese policy makers are locked in the same...
View ArticleFire And Brimstone: John Mauldin Edition
Roughly five years ago, when we first started warning that the Fed's QE program, which we predicted will never end (five years later this is as true as ever), instead of leading to a virtuous economic...
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John Hussman Asks "What Is Different This Time?"
Submitted by John Hussman of Hussman Funds,Investors who believe that history has lessons to teach should take our present concerns with significant weight, but should also recognize that tendencies...
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Why Your Pension Fund Is Doomed In Five Easy Charts
A few days ago, when GMO released its quarterly thoughts, most focused immediately on the claim that the market is 75% overvalued. However perhaps an even more important analysis by author Ben Inker,...
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Bill Gross Explains What "Keeps Him Up At Night"
The choice extracts from Bill Gross' just released latest monthly letter:What keeps us up at night? Well I can’t speak for the others, having spoken too much already to please PIMCO’s marketing...
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6 Things To Ponder: Bulls, Bears, Valuations & Stupidity
Submitted by Lance Roberts of STA Wealth Management,With just a tad more than three weeks left in the year it is time to start focusing on what 2014 will likely bring. Of course, what really happens...
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Soros Best In 2013, Tops Dalio With Massive $40 Billion Lifetime Gain
Size matters, it would seem, in the world of elite hedge fund managers. George Soros' Quantum Fund had its 2nd-best year on record, adding $5.5bn (22%) to the pound-breaking billionaire's horde and has...
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