Blogs

John Hussman is one of the best minds in the business, in my opinion, and in this presentation from the recent Sonoma Wine Country Conference he addresses what he labels the 'unstable equilibrium'.

The April 21, 2013 Flash Report has been sent to subscribers. 

The April 14, 2013 Flash Report has been sent to subscribers. 

(Reuters)...Cyprus has agreed to sell excess gold reserves to raise around 400 million euros (341 million pounds) and help finance its part of its bailout, an assessment of Cypriot financing needs prepared by the European Commission showed.

(WSJ)....The weak yen has triggered a gold rush, literally, among Japanese households, reflecting how bold new economic policies are shaking up long-entrenched deflationary attitudes, freeing up dormant assets, and sparking new economic activity.

Bill Dunkelberg, National Federation of Independent Business chief economist, reports results of the NFIB survey on small business, which shows the optimism index dropped 1.3 points in March to 89.5. Click here is video does not display in your browser.  

A nice visual presentation that outlines the situation in which Japan finds itself today. 

The April 7, 2013 issue of the TREND letter has been sent to subscribers. This issue contains Quartery Reports for the S&P 500, Japanese Yen, the Euro, US Dollar & Bonds, Copper, Oil and Gold. 

Non subscribers can purchase the individual report for $49.95. 

Federal Reserve Bank of Dallas President Richard Fisher talks about monetary policy, lessons learned from Cyprus and Iceland, and the Bank of Japan’s decision to double up on QE. Click Here if video does not display in your browser.  

Pimco’s Mohamed El-Erian, talks about the likely outcome of central banks’ experimental monetary policies: “Cyprus is signaling something much deeper about Europe today." Click Here if video does not display in your browser.