I first touched on this topic last week:
“So that’s what I’m working with. All three asset classes look overbought to me: bonds, gold and the Euro/CHF, and I suspect that their rallies are related and associated in traders’ minds with recent Fed and Treasury actions.”
Today the dollar is rallying strongly against other currencies and gold, [...]

Michael Rozeff crunches historical CPI and the gold price in this essay on Lewrockwell.com. Right off the bat, let’s clear the air with this statement, with which I am in complete agreement:
“If the economic world of the dollar is going to end [...]

Nadler is great to read because he’s in the precious metals industry (Kitco is a bullion dealer), but he isn’t a perma-bull. He takes a non-hysterical approach to the market, and provides insights into internal supply and demand forces.
This is a long interview, published here. Here’s an excerpt:
“…If deflationary pressures really take hold, we may [...]

Almost all of the speculative froth has been blown off the agriculture sector in the past 6 months. The long-term picture for food still looks good, with the world population still growing like mad and Asia in a secular upswing (if cyclical trough). Grains are relatively cheap by historical standards (100 years, not 10!), and [...]

GOLD AND ECONOMIC FREEDOM
by Alan Greenspan, 1966

An almost hysterical antagonism toward the gold standard is one issue which unites statists of all persuasions. They seem to sense – perhaps more clearly and subtly than many consistent [...]

The Journal has a story about a venture-funded alternative lender called On Deck Capital that extends credit to small businesses, many of whom don’t qualify for bank loans at the moment. Interest is high, at 18+ percent, but that sounds about right considering the risks of lending to small companies in this environment.
This business model [...]

If you haven’t read this book:

 
 
 
 
 
 
 
 
 
 
Watch this video, a lecture by G. Edward Griffin:

Click here to watch.

You can’t (shouldn’t) fight gravity.
The damage to the economy was done in the boom. The bust is simply the market’s way of taking account of what was wasted. This process cannot be stopped, but it can be twisted from something healthy into something perverse, and Bernanke and Paulson are wringing the guts out of what [...]

Crash Proof vs. Conquer the Crash
I was thrilled to see Peter Schiff on Bloomberg TV this afternoon, since I knew he’d be all fired up and really let loose on the bailout. I was not disappointed, as he advised Americans to get all of their assets out of the country, and, maybe in a slip, [...]

Better brush up on your Sun Tzu and Machiavelli if you want to survive in this investment climate, because now we know what rules they are playing by.
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Jeez. I wrote the following this morning, but I thought I was months ahead, not hours, and who knew they would use US tax dollars to bail out [...]