Tag Archives: China


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 […]

Stalled Stimulus Deters Investment, Subprime Woe Resurfaces, China Attacks US$ Dominance

– If you don’t read the newspaper you are uninformed, if you do read the newspaper you are misinformed. –Mark Twain RCM Comment: The story below illustrates what happens all too often when government oversteps its mandate and attempts to manipulate the private sector. For those of you who approve of big government read this story very closely. Please understand […]

China Calls for Dollar Displacement, China Begins to Settle Trades in Renminbi, India Questions US$, Increase in Stimulus Spending?

News That Moves Markets   Good morning readers, this is your Monday wake up call. The US$ is under attack and the budget deficit will continue to expand like the blackhole it is regardless of congressional protestations surrounding fiscal discipline. Instead of wasting time arguing about the inevitable and fearing the fallout let’s position the portfolio to benefit: Short US […]

News that Moves: The US$ Reserve Status in Question, China Comments on US$ and Debt

RCM Comments: With all the noise about bailouts and payouts and market rallies, I’m afraid you may be distracted from perhaps the most important story brewing. We have highlighted in these pages more than once over the last few months the importance of the movement coming from China to impose its will on the world financial community. Please read these […]

RCM Editorial: Fed Action Leads to Market Reversals: The Cat May Have 9 Lives

A quick update to the post on Friday the 13th: I wrote last Friday that this week’s action would hold some of the keys to unlock the true direction of the markets going forward. Dead cat bounce or a real change in direction? That is the question that needs answering. Allow me to begin by writing that real changes don’t […]

News that Moves: TALF Issues, China Concerns and the Privateer

RCM Comment: So, the debate continues to rage: Is this a dead cat bounce or the beginning of the next bull market? Next week’s action will be very telling due to a confluence of events sure to impact traders. The G20 meeting this weekend (bound to focus on currency manipulation), supposed start of the TALF program, and options expiration on […]