http://www.gold-speculator.com Gold Speculator - Investing in Gold, Silver and Commodities en http://www.gold-speculator.com/images/header_03.jpg http://www.gold-speculator.com http://feedproxy.google.com/~r/gold-speculator/fejA/~3/ndYLLJGRLbo/showthread.php Market Ticker - Karl Denninger View original article September 27, 2009 01:15 PM The link to the "obvious insider trading" ticker containing the chart referenced.... And the Fannie/Freddie disclaimer: Notice the explicit disclaimer: [INDENT] Not only is Fannie paper NOT full faith and credit but in addition THEY ARE EXPLICITLY DISCLAIMING AGENCY STATUS! [/INDENT] This is on the face of EVERY Fannie (and Freddie) prospectus.  All of them.  So where is the authority of The Fed to buy this paper, given the constraints in Section 14? Who is The Fed bailing out by monetizing Fannie and Freddie paper when it is quite clear on the face of that prospectus and a clean read of Section 14 that they don't have the authority to buy that paper in the first place? Now do you understand why The Fed doesn't want to be audited?  And why we get threats about "disruptions" if, in fact, The Fed is audited?... Sun, 27 Sep 09 14:40:53 -0700 http://www.gold-speculator.com/showthread.php?t=11944 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/JNeCbQquxG8/showthread.php Airtime: Fri. Sept. 25 2009 | 3:41 AM ET Jim Rickards, director of market intelligence for scientific consulting firm Omnis, shares his outlook for the dollar. Absolutely spot-on analysis (at least in my opinion) of what exactly is going on behind the scenes to "control" the implosion of the dollar. Video - CNBC.com ... Sun, 27 Sep 09 09:59:29 -0700 http://www.gold-speculator.com/showthread.php?t=11942 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/sGvq1I9Kt1c/showthread.php Silver entrepreneur Ross Beaty on how to build mining companies, the value of silver and the future of geothermal energy Pan American Silver The editors of The Daily Bell are pleased to present an exclusive interview with mining and energy entrepreneur Ross J. Beaty. Introduction: Ross J Beaty is a geologist and resource company entrepreneur with more than 37 years of experience in the international minerals industry. In early 2008, Mr. Beaty founded Magma Energy Corp. to focus on international geothermal energy development. Magma currently operates the Soda Lake geothermal plant in Nevada and holds 23 other geothermal properties in the USA, Nicaragua, Chile, Peru and Argentina. Mr. Beaty also founded and currently serves as Chairman of Pan American Silver Corp., one of the world's leading silver producers. Mr. Beaty has founded and divested a number of other public mineral resource companies since 1985. Mr. Beaty is a Director of The Nature Trust of B.C. and a fou... Sat, 26 Sep 09 22:22:32 -0700 http://www.gold-speculator.com/showthread.php?t=11939 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/mKYcwI32OhU/showthread.php The Collaspe of the Rule of Law- A Prelude to Disaster! By Martin A. Armstrong (c) Sept 20, 2009 Former Chairman of Princeton Economics Intl ArmstrongEconomics -(at)- gmail.com OR send email to k58 -(at)- gmx.com for a faster reply. (c) Sept 20, 2009 All rights Reserved Questions can be directed by postal mail to: (because he has very limited internet access) Martin A. Armstrong #12518-050 FCI Fort Dix Camp PO Box 2000 Fort Dix, NJ 08640 ... Sat, 26 Sep 09 22:17:13 -0700 http://www.gold-speculator.com/showthread.php?t=11938 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/hL-Ww0MFu7w/showthread.php The DNA of the Global Economy By Martin A. Armstrong (c) Sept 17, 2009 Former Chairman of Princeton Economics Intl ArmstrongEconomics -(at)- gmail.com OR send email to k58 -(at)- gmx.com for a faster reply. (c) Sept 17, 2009 All rights Reserved Questions can be directed by postal mail to: (because he has very limited internet access) Martin A. Armstrong #12518-050 FCI Fort Dix Camp PO Box 2000 Fort Dix, NJ 08640 ... Sat, 26 Sep 09 22:13:08 -0700 http://www.gold-speculator.com/showthread.php?t=11937 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/9XWlOzTSrUU/showthread.php September 26, 2009 – The precious metals began a correction last week, which was fueled by gold’s inability to penetrate resistance above $1000 after several determined attempts. I am encouraged by the relative performance of the gold/silver ratio. Though the ratio has bounced, which is to be expected in any correction, my recommended stop-out point has not been hit. I like to see good relative strength in the ratio like this during a correction. The ratio closed on Friday, September 25, 2009 at 61.7. If it remains below 62.2 (basis the daily closing price of gold and silver on the New York Comex), I would then expect this current correction in the precious metals to be short-lived. Let’s watch the ratio for a day or two, or perhaps through month-end. Its performance during this period will I expect signal whether the correction in the precious metals is ending. See Trading.... Sat, 26 Sep 09 22:03:39 -0700 http://www.gold-speculator.com/showthread.php?t=11936 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/zZshtO_ZGCU/showthread.php What We See And What We Don't See The Statistical Recovery A Double-Dip Recession? Welcome to the New Normal Birthdays, New Orleans, and then the Road Trip from Hell Unemployment is high and rising. But if the recession is over, won't employment start to rise? The quick answer is no. We look deeper into the Statistical Recovery and find yet more reasons to be concerned about near-term deflation. This week we consider all things unemployment and ponder the need to create at least 15 million jobs in the next five years to return to a full-employment economy - and the implications for both the US and world economies if we don't. Economic is often about what we can clearly see, and yet it is understanding what we can't see that gives us true insight. We start with a collection of facts that we can see and then begin a thought exercise to find the implications. What We See First, the unemployment rate is now officially at 9.7%. We are approaching ... Sat, 26 Sep 09 16:23:15 -0700 http://www.gold-speculator.com/showthread.php?t=11908 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/TZferFxEbe0/showthread.php I am looking for the USP of silver, it’s Unique Selling Proposition. Does it exist and we even need one? In silver, you have the technicals and you have the fundamentals. Admittedly, during my lengthening experience with silver I have paid more attention to the technical analysis of the element rather than the fundamental analysis. However, over the years I have read various articles on why certain events are bullish for silver and lo and behold silver has risen by almost five fold in that time. But has silver risen since 2003 because of certain given silver fundamentals? For me, the truth of the matter is that no uniquely silver fundamental has driven silver from $4.50 to $21.30. In fact, I would venture to suggest that nothing you ever read about silver’s natural or economic properties is the main reason for driving silver higher and higher. We shall look for that unique silver fundamental but what about the fundamentals of this decade? There i... Sat, 26 Sep 09 15:52:15 -0700 http://www.gold-speculator.com/showthread.php?t=11907 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/qGYEvtphbfI/showthread.php View the original post at jsmineset.com... September 26, 2009 11:46 AM Dear CIGAs, CIGA Doug sends us this extraordinary work of genius suggesting that we consider subscription. I concur. My Favourite Excerpt: "Here is a very illustrative analogy of the crisis today that imposed itself on our researchers: a rubber ball in a staircase. It seems to rebound on every step (then giving the impression that the fall has stopped) but it falls even lower on the next step, resuming its collapse." CIGA Doug GEAB N°37 is available! Global systemic crisis: In pursuit of the impossible recovery - Public announcement GEAB N°37 (Septembre 16, 2009) - Before this summer, LEAP/E2020’s team announced that there would be no recovery in sight in September 2009, and not until summer 2010 in any event. Well indeed, contrary to the claims of the media, and financial and political circles, we confirm our anticipation. The slowdown in the speed of collapse of the global economy, at th... Sat, 26 Sep 09 14:56:49 -0700 http://www.gold-speculator.com/showthread.php?t=11906 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/7AELROiSit4/showthread.php The 1929 & 2007 Bear Market Race to The Bottom Week 102 of 149 My Problems With the DJIA Bull Electrical Power Consumption Down 4.51% Solar Power’s Contribution to the Green Economy Upward Base-Line Price Shifts Mark J. Lundeen [EMAIL="mlundeen2@Comcast.net"]mlundeen2@Comcast.net[/EMAIL] 25 September 2009 Color Key to text below Boiler Plate in Blue Grey New Weekly Commentary in Black Below is my BEV chart for the Bear Race. On 09 March 2009, the DJIA fell to a BEV -53.78% low. In the following six months it increased to its BEV -31.42% level. In BEV Terms, that’s an increase of 22.36%. That’s seems awfully small for all the nice profits people have been making. But remember, BEV Plots are based upon their last all-time high, or Terminal Zero. So the above chart is examining the DJIA from the DJIA’s last all-time highs of 02 September 1929 & 15 October 2007. To actually see the DJIA’s gains of the last six months, we need to leave the BEV Plot and compute the gains fr... Sat, 26 Sep 09 14:35:06 -0700 http://www.gold-speculator.com/showthread.php?t=11905 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/ypw4qYQFITk/showthread.php Germany's Bundesbank Advises No Gold Sales From Them In Year One Gold didn't do a heck of a lot on Friday. It's high of the day in London was shortly after 11:00 a.m. From that high, gold drifted lower until the Comex open in New York. Gold immediately spiked up about $6 before the rug got pulled out from under it. From it's spike high to its spike low was around $14. The gold price recovered somewhat from there, but that was basically it for the day. Silver had a similar day. Now for gold's open interest changes for Thursday... the day of the big smack-down. I was expecting o.i. to fall quite a bit...but according to the data provided by Bill Murphy over at lemetropolecafe.comyesterday... gold o.i. rose 612 contracts to 467,285. Silver o.i. went up 187 contract to 128,193 in total. If that's true, then there was massive shorting involved on Thursday, or these o.i. numbers aren't worth the paper their printed on. The Commitment of Traders report for positions held at the end o... Sat, 26 Sep 09 13:34:13 -0700 http://www.gold-speculator.com/showthread.php?t=11904 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/YvWYvJWEao4/showthread.php www.preciousmetalstockreview.com September 26, 2009 The week was highlighted by the G20 and federal bank non-decision. There was little said about Ron Paul’s bill to audit the fed. Would you have expected anything else. The mainstream tells you what they want you to know, not what you want and need to know. [ame="http://www.youtube.com/watch?v=7VPJHfmP3g4"]Here is a fantastic clip from the Ron Paul hearings[/ame]. Another ignored fact was the options expiry this past week for gold. The most blatant and disturbing occurrence that would outrage the public if they knew about it was how gold was moved below the $1,000 level just before the options expired, pocketing that much more cash for their efforts to push gold down lower. I don’t think this correction will last since their tricks are well known among traders. Now that the options expiry has closed it free’s the road for gold to move into all-time high territory in the very near future even though gold does... Sat, 26 Sep 09 13:00:09 -0700 http://www.gold-speculator.com/showthread.php?t=11903 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/zfrQt1XAqXY/showthread.php www.preciousmetalstockreview.com September 26, 2009 The week was highlighted by the G20 and federal bank non-decision. There was little said about Ron Paul’s bill to audit the fed. Would you have expected anything else. The mainstream tells you what they want you to know, not what you want and need to know. [ame="http://www.youtube.com/watch?v=7VPJHfmP3g4"]Here is a fantastic clip from the Ron Paul hearings[/ame]. Another ignored fact was the options expiry this past week for gold. The most blatant and disturbing occurrence that would outrage the public if they knew about it was how gold was moved below the $1,000 level just before the options expired, pocketing that much more cash for their efforts to push gold down lower. I don’t think this correction will last since their tricks are well known among traders. Now that the options expiry has closed it free’s the road for gold to move into all-time high territory in the very near future even though gold does... Sat, 26 Sep 09 13:00:09 -0700 http://www.gold-speculator.com/showthread.php?t=11902 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/s_k-DzkchRY/showthread.php September 26, 2009 | Casey Research | Visitor Home Page Weekend Edition Dear Reader, Welcome to the weekend edition of Casey's Daily Dispatch, a compilation of our favorite stories from the week for the time-stressed readers. Of course, if you want to read all of the Daily Dispatches from the week, you may do so in the archives at CaseyResearch.com. [B]Energy & Special Situations Summit Recap[/B] It’s great to be back at the desk after the just concluded Casey Research Energy & Special Situations Summit in Denver. I exaggerate not at all when I tell you that if you missed the event, you missed something special. The presentations were, almost without exception, excellent, with Rick Rule, Lukas Lundin, our own Dr. Marc Bustin, Andy Miller, and Marc Faber hitting the proverbial ball out of the proverbial park. Marin Katusa did a fantastic job running the show, and in his ... Sat, 26 Sep 09 12:53:03 -0700 http://www.gold-speculator.com/showthread.php?t=11901 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/fQbN2ktDWzY/showthread.php View the original post at jsmineset.com... September 26, 2009 11:49 AM Dear CIGAs, There comes a time to cut the bait or to fish. What is your firm mindset on the US dollar? The dollar is much different today than it ever has been in your lifetime. 1. It has the carry trade against it. 2. It has the wish of central banks to diversify against it. 3. It has economic factors against it. 4. It now faces the Rise of Asia. The dollar will have periods of violent counter-bear trend rallies, but they will be short and limited. The dollar is going significantly lower. Gold will follow the dollar in the inverse, no matter what else is happening out there. The dollar will not provide safety for the flight to safety crowd. The dollar is dead – long live the renminbi Whatever happens at the G20, the days of Western dominance are at an end, says Jeremy Warner. By Jeremy Warner Published: 7:42PM BST 25 Sep 2009 Sometimes it takes a crisis to restore rea... Sat, 26 Sep 09 12:51:00 -0700 http://www.gold-speculator.com/showthread.php?t=11900 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/zJVezSj8EQk/showthread.php The Kansas Supreme Court has ruled that a company named Mortgage Electronic Registration Systems has no standing to file for foreclosures. MERS acts as a front for banks and investors, registering mortgages electronically and tracking changes in ownership, according to Ellen Hodgson Brown, JD at Web of Debt.com. Brown reports that 60 million securitized mortgages are tracked by MERS. She writes:[INDENT][INDENT]"That is the number of American mortgages currently reported to be held by MERS. Over half of all new U.S. residential mortgage loans are registered with MERS and recorded in its name. Holdings of the Kansas Supreme Court are not binding on the rest of the country, but they are dicta of which other courts take note; and the reasoning behind the decision is sound." [/INDENT][/INDENT]Because MERS has registered mortgages and recorded them in its name without having ownership, a legal standing does not exist for representing a financial interest, according to the Kansas ruling. F... Sat, 26 Sep 09 11:54:38 -0700 http://www.gold-speculator.com/showthread.php?t=11899 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/FUpgPElpdVY/showthread.php TheDailyBell - Issue 422 • Saturday, September 26, 2009 "The timid and fearful cannot defend liberty -- or anything else." [RIGHT] - G. Edward Griffin [/RIGHT] Ditching the dollar at G20 summit? The embattled US dollar is expected to come under scrutiny at a summit of developing and industrialized nations following China-led calls to review its role as a reserve currency. The dollar issue is bound to surface at the two-day meeting in Pittsburgh as US President Barack Obama and other leaders of the Group of 20 economies debate a new framework for tackling the so called global "economic imbalances" blamed for fuelling the latest financial crisis. "Though not clear how the plan would be enforced, it would involve measures such as the US cutting its deficits and saving more, China reducing its reliance on exports and Europe making structural changes to boost business investment," analysts at French bank Societe Generale said in a report. - AFP Dominant Socia... Sat, 26 Sep 09 11:52:05 -0700 http://www.gold-speculator.com/showthread.php?t=11898 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/D3kKBf0aQzg/showthread.php Well, the G-20 has gotten a bit ugly, folks… Seems everyone just can’t seem to get along! Imagine that! 20 different countries, and now they want to be able to watch another country’s finances and comment on them! Oh, I can see that working out real well! NOT! So… Yesterday, we had the dollar gaining back the ground that it had lost the previous day, but at the end of the day, it looked very much like the currencies hadn’t moved from morning to morning… And overnight didn’t bring about much movement… So… When you get to the currency round up below, you’ll see the dollar’s gains were small, and short-lived. The UK and France are a bit upset with the US and the President’s plan to reduce the number of board members to the IMF, and guess who is on the chopping block? That’s right… The UK and France! I really don’t care about all this stuff, except to watch the saber rattling, and jockeying for “supreme leader”… But I won’t say anymore about th... Fri, 25 Sep 09 16:00:18 -0700 http://www.gold-speculator.com/showthread.php?t=11882 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/dLOqACbBZA4/showthread.php Conversations With Casey September 23, 2009 | Visit Online Version | www.CaseyResearch.com • About Casey • Forward this email • New? Free sign up for Conversations With Casey • CaseyResearch.com (Interviewed by Louis James, Editor, International Speculator) L: Doug, we've talked about cars, cows, and cash, but the investment world thinks of you as a gold bug, so let's give that a go; why gold? Doug: Sure. First of all, it's because gold is actually money. It's an unfortunate historical anomaly that people think about the paper in their wallets as money. The dollar is, technically, a currency. A currency is a government substitute for money. Gold is money. Now, why do I say that? Historically, many things have been used as money. Cattle h... Fri, 25 Sep 09 16:00:18 -0700 http://www.gold-speculator.com/showthread.php?t=11883 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/w6IPjIZ4lpY/showthread.php (Millions, Trillions and Billions, Oh My!) Silver Stock Report by Jason Hommel, September 25th, 2009 The Silver Market is small. Very small. I don't think people quite understand how small it is, nor understand fully the implications, meaning how much higher silver prices must go as the market grows to accommodate future silver buyers. Confusing matters is that the terms million, billion, and trillion mean different things, in different nations, and other nations also have different notations for how to write numbers exceeding 1000. Furthermore, most Americans are also unfamiliar with the terms, since most people don't use these terms in daily life. Who needs a billion french fries? But you do need to understand the numbers, in order to interpret political events, such as the amounts being spent by Congress. Here are the American conventions, which I use in my writings. A thous... Fri, 25 Sep 09 15:41:49 -0700 http://www.gold-speculator.com/showthread.php?t=11856 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/WtqFpPINs8c/showthread.php Jon Hykawy: Lithium Leading the Charge in Automotive and Electronics Batteries Source: The Gold Report 09/25/2009 One of these days, pent-up demand for new cars and growing concern about the carbon footprint associated with driving vehicles powered by traditional internal combustion engines will fuel tremendous demand for lithium, a development sure to spark greater investor interest, as well. A staple in batteries for hybrids and all-electric vehicles on the road and on the drawing boards, lithium is becoming a darling among hot commodities. As one of the few of his ilk on the planet, Jon Hykawy is also in considerable demand these days. The Gold Report caught up with Jon in Buenos Aires, where he—as Byron Capital Markets' recently appointed lithium analyst—is checking out facilities in Argentina, the world's second-largest (behind Chile) lithium-producing country, to talk about his favorite subject. The Gold Report: You've indicated strong demand ahead for lithium ... Fri, 25 Sep 09 14:57:20 -0700 http://www.gold-speculator.com/showthread.php?t=11850 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/8jvDs1R9_ZM/showthread.php September 25, 2009 | www.CaseyResearch.com End of the Dollar? It’s Happening Dear Reader, After yesterday’s rather long and somewhat rambling dissertation on the increasingly desperate measures being used to raise revenues by increasingly desperate state, local, and national governments, I begin writing this morning with the firm intention to keep things a tad more “pithy.” [B]End of the Dollar? It’s Happening[/B] Our own Bud Conrad, among others of our team, has done a lot of analysis that points to the eventual demise of the U.S. dollar as the world’s de facto reserve currency. When that inevitably happens, it will thereafter warrant at least one, and maybe two, chapters in all subsequent books on economic and social history. To this point, my personal take on the issue has been along the lines of, “Sure it’s going to happen. But I woul... Fri, 25 Sep 09 14:53:43 -0700 http://www.gold-speculator.com/showthread.php?t=11849 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/GgP7o_81nAI/showthread.php The following is automatically syndicated from Grandich's blog. You can view the original post here September 25, 2009 01:21 PM Click here to listen to Peter Grandich’s interview on The American Advisor Radio, recorded September 17, 2009 grandich.agoracom.com... Fri, 25 Sep 09 14:33:16 -0700 http://www.gold-speculator.com/showthread.php?t=11845 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/HryhV_G2OvU/showthread.php The following is automatically syndicated from Grandich's blog. You can view the original post here September 25, 2009 12:07 PM Click here to watch Peter Grandich on BNN’s Market Call, September 25, 2009 at 1:00 pm Click here to watch Peter Grandich on BNN’s Market Call Top Picks, September 25, 3009 at 1:20 pm grandich.agoracom.com... Fri, 25 Sep 09 13:26:22 -0700 http://www.gold-speculator.com/showthread.php?t=11838 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/AO5SV_LWzq8/showthread.php View the original post at jsmineset.com... September 25, 2009 10:31 AM Jim Sinclair’s Commentary Gordon Brown announced a public presentation of the New Western World Order. To accomplish this, a process is initiated, causing the dollar to set into the sun as the SSCI rises. Without a strong IMF and SDR type SSCI, the G20 cannot function as the new Western World Order. The wild card is Asia, who has been quiet at the G20 and will not cooperate other than orally with this new Western World Order. The reason is the new Western World Order would seek to set, or set upon, Asia’s economic course. Russia, regardless of rhetoric, detests the West. Putin is no man to toy with under any circumstance. This is the loudest message that says, "Go East young men and women, your fortunes lie in China and in Tanzania." G20 will become main economic council: UK’s Brown Thu Sep 24, 2009 3:44pm EDT By Sumeet Desai UNITED NATIONS (Reuters) – Global leaders will in... Fri, 25 Sep 09 12:21:16 -0700 http://www.gold-speculator.com/showthread.php?t=11827 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/919FCd4ijQQ/showthread.php View the original post at jsmineset.com... September 25, 2009 10:02 AM Dear Jim, This was found by a friend of mine. Notice her comments below. Respectfully yours, Monty Guild www.GuildInvestment.com Monty, I found this on Bloomberg, but most of the information after the first paragraph had already been dropped. I find that when a story could affect the markets, it disappears… (not just from Bloomberg). This below is from a London source: Nicole Reynolds, CFA Problem Loans Up 174% The annual report of the combined regulatory agencies (Federal Reserve Board of Governors, Federal Deposit Insurance Corp (FDIC), Office of the Comptroller of the Currency (OCC) and the Office of Thrift Supervision (OTS) yesterday said “losses from syndicated loans facing banks and other financial institutions tripled to $53 billion in 2009, due to poor underwriting standards and the continuing weakness in economic conditions.” The report is named “the Shared National Credit Program (SNC) 20... Fri, 25 Sep 09 12:21:16 -0700 http://www.gold-speculator.com/showthread.php?t=11828 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/cvBkANz6RQE/showthread.php View the original post at jsmineset.com... September 25, 2009 09:47 AM Dear CIGAs, Click chart to enlarge today’s hourly action in Gold in PDF format with commentary from Trader Dan Norcini ... Fri, 25 Sep 09 12:21:16 -0700 http://www.gold-speculator.com/showthread.php?t=11829 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/rUUsRIfHnec/showthread.php View the original post at jsmineset.com... September 25, 2009 09:27 AM Dear CIGAs, In the following interview Jim discusses inflation, deflation, hyperinflation, the U.S. Dollar, gold, silver, social unrest, the Federal Reserve, commercial banks incorrectly positioned on the COT, fraudulent bank balance sheets, the equity market, future opportunity, gold and silver shares and much more. Click here to listen to the interview…... Fri, 25 Sep 09 12:21:16 -0700 http://www.gold-speculator.com/showthread.php?t=11830 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/N2WoXbIJtHc/showthread.php Adam Hamilton September 25, 2009 3120 Words Although copper is not the largest base-metal market (aluminum is way bigger), nor the most valuable of the primary base metals (nickel is worth several times more per pound), it is still arguably the most important base metal. As the base metal of choice for investors and speculators, copper’s price offers great insights into how traders view the global economic outlook. With copper prices so heavily dependent on mainstream sentiment, it shouldn’t be a surprise that copper was brutalized during last autumn’s stock panic. That fear bubble led to the biggest and fastest copper plunge ever witnessed! But right after the panic’s sentiment maelstrom passed, copper sta... Fri, 25 Sep 09 12:05:06 -0700 http://www.gold-speculator.com/showthread.php?t=11826 http://feedproxy.google.com/~r/gold-speculator/fejA/~3/qv_4lU58bUc/showthread.php From the September 2009 HRA Dispatch David Coffin & Eric Coffin, HRA Advisories Until the middle of this decade Yen-carry trade was all the rage. Traders borrowed money at ultra low rates in Tokyo and then moved it into higher yielding assets. The difference between the low cost of Yen and higher yields elsewhere, the “positive carry”, was pocketed. Hedge funds ran this trade, using huge leverage levels. This trade was blamed by some for the run up in base metal prices during this period, on the assumption that hedgers were loading up on metal with this leveraged capital. We are skeptical that the carry trade and its demise had as much influence on changes in metal pricing. Had that been true, the unwinding of these trades would have created massive increases in inventory levels for metals, and other commodities, when the Yen began its heavy upwards move last year. We’re talking hedge funds that turn on a dime, and which were having their credit lines obli... Fri, 25 Sep 09 12:02:47 -0700 http://www.gold-speculator.com/showthread.php?t=11825