Tag Archives: China


Giddy-up! Buffett, Berkshire Hathaway Climb Aboard Coal Bandwagon

Berkshire Hathaway’s recent acquisition of rail operator Burlington Northern Santa Fe Corp has generated a tremendous amount of dialogue within the investment community.  For one, the deal involves Warren Buffet, Berkshire’s iconic CEO and legendary value investor.  The 79 year-old sage, whose succession plan remains one of the most tightly bound secrets in the industry, invited the rail operator to […]

Chris Nelder. logi Energy-China: The Vampire Squid of Commodities. Part Two

Well, I have explained it: America has no energy plan, and we won’t have one until we give up our fantasies about energy independence or drilling our way out, admit that oil is peaking, and get serious about planning accordingly. Continue reading

Stock Market Investing, Investment Strategy, Precious Metals Thesis, IMF Sells Gold to India, Conversation with Gary Rosenthal

Stock Market Investing: The equity averages continue to languish, however, as anticipated, the relative strength of precious metals investments soars. The Dow, S&P500 and the NASD all sit at or near their respective lows of the last two weeks while Gold hits a new high for the year at $1,085.65 and Silver crosses $17. Investment Strategy: We have used the […]

Sept. Housing Data, PPI, Russia and China Talk of Replacing the US$ on energy Trade, UK Real Estate Heats Up

More economic numbers out this morning that suggest a continuation of the status quo. The Fed can point to the PPI numbers and pretend there is no inflation… September Core PPI Y/Y +1.8% vs +2.0% consensus, prior +2.3% September PPI Y/Y -4.8% vs -4.3% consensus …So rates can remain low to help the listless housing market… September Housing Starts 590K […]

Hawkish Fed Comments From Warsh, Bullard, Plosser Why? Terrible Economic Numbers, Chicago PMI, MBA Mortgage Applications

U.S.$ weakness of late has spurred a cacophony of comments around the world for a new reserve currency. Now the Fed is attempting to fight back. Over the last few days a number of Fed governors have made hawkish statements to bolster the U.S.$ (the fact that these comments were offered before, during and after the G20 summit is not […]

U.S. Debt-Ceiling Fight Looms, UN Demands New Global Currency, China Trade War

I’m not hearing much about this story in the news yet but I suspect the debt-ceiling will become center stage in the weeks ahead. At risk is the fate of the US$ trend. In the unlikely event that congress somehow puts its proverbial foot down and refuses to increase the debt ceiling then no doubt this would stem the slide […]

Gold Takes Out $1000/oz, China Alarmed by US$ Printing, CIC Looks To US Real Estate, FHA: Another Taxpayer Assault?

Gold changes hands above $1000/ounce this week as China continues to sound the alarm regarding US$ weakness… China alarmed by US money printing – Daily Telegraph Daily Telegraph reports The US Federal Reserve’s policy of printing money to buy Treasury debt threatens to set off a serious decline of the dollar and compel China to redesign its foreign reserve policy, […]

Swedish Riksbank Takes Unprecedented Step, FOMC Minutes, Gold Bullish

This story is a must read and read carefully. The unprecedented actions of the Swedish Riksbank may be the precursor to a whole new phase of the quantitative easing shell game. And make no mistake about it, a true shell game is going on with the worlds fiat money supply. The central bankers are moving ever greater amounts of consistently […]

Courtesy of Obama ‘Change’ is a Baffling Word, Bernanke Reappointment, “Cure Rate” on Mortgages Plunging, Central Bankers Call for Continued Stimulus

The American people are receiving a true education from our president regarding the various uses of the baffling word that is ‘Change‘. First, during Obama’s campaign for presidency, we were led to believe that change meant ‘out with the old, in with the new’. Old representing all that was bad and new all that was good. Then, after obtaining the […]

Emerging Markets Show True Colors During Global Slowdown

Emerging markets have seen explosive growth over the past decade, but with the recent contraction in the global economy, investors have a chance to look at real growth in individual markets. There is no doubt in my mind that the boom over the past couple of years in some countries were due to insatiable investors overbuying in whatever country the […]