Andy Xie – I can’t say it better than him $FXI $$
By Andy Xie BEIJING ( Caixin Online ) — The central government has embarked on a monetary tightening program to slow the nation’s growth rate and fight inflation, using credit…
Altucher – on losing millions, and $SLV
http://www.jamesaltucher.com/2011/01/what-it-feels-like-to-be-rich/ I gotta hand it to him. That’s exactly what it’s like. Maybe one day I’ll commit to this blog enough to write out full sentences and make it something…
China, Silver etc $SLV $AGQ $ZSL
China — looks very familiar now as it did 50 years ago, when they instituted policy that starved pretty much everyone http://en.wikipedia.org/wiki/Great_Leap_Forward Silver? I went short. Industrial commodities? Be afraid.
Greece continues to lie
http://finance.yahoo.com/news/Greece-says-debt-absolutely-apf-1554110454.html;_ylt=Aofycnjc_yze_oEtsE88E0q7YWsA;_ylu=X3oDMTE1ZG0wcnJzBHBvcwM2BHNlYwN0b3BTdG9yaWVzBHNsawNncmVlY2VzYXlzZGU-?x=0&sec=topStories&pos=3&asset=&ccode= Greece says debt ‘absolutely sustainable’ Greece says debt ‘absolutely sustainable,’ insists market access possible in 2012 This reminds me of my friend Steven Stante in 7th grade. I lent…
$GLD $SLV – The news that no one is telling you.
http://articles.economictimes.indiatimes.com/2011-04-14/news/29417583_1_economies-food-security-local-currencies Game over for the US dollar. At least for being the reserve currency of the world.
$CYB – The Yuan is perhaps overvalued
I am thinking that overall, the yuan is overvalued. They own a lot of us treasuries, and the dollar is losing value through monetization and in china they are experiencing…
Inflation – It’s happening $GLD $SLV $AGQ $TBT
http://thenewsunit.blogspot.com/2011/04/warren-buffet-paper-money-is-not-good.html George soros’s largest holdings are in gold. His think tank suggests that the “too big to fail” banks have put options on the US government and the US government…
Peak Oil – Still in Play
After reviewing all of the reasoning behind ambiogenic oil, I am pretty sure that ambiogenic oil is false. http://en.wikipedia.org/wiki/Abiogenic_petroleum_origin This means that the peak oil hypothesis is still in play.…
Peak Oil Enthusiasts $$ $XOM $PB $BP $MRO $OIL
Check this out: http://en.wikipedia.org/wiki/Thomas_Gold Yeah, I’m not so sure about peak oil anymore. http://freeenergynews.com/Directory/Theory/SustainableOil/ This could mean that Iraq also has 400bn barrels of oil reserves, more than saudi arabia.
$$ China Microcaps – A Buyers Market
First, let’s calibrate ourselves. Generally speaking, over the last 100+ years, the markets as a whole never get below a P/E of 5. Recently, I have found myself wondering, why on…