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By Cees Bruggemans As monthly output releases paint a grim picture of an economy in freefall and operating way below resource capacity, financial data releases (falling inflation, constrained credit extension, narrowing trade deficit, firming Rand) keep reinforcing the case for more policy support. Eventually freefall bottoms out and recovery commences. 
This post features an update on the latest economic data from China, and a partcularly bullish assessment on commodities by David Rosenberg. [...] More on this topic (What's this?) China’s New “Manifest Destiny” (Investment U, 6/10/09) China Increases Gold Reserves to 961 Tonnes (Wealth Daily, 6/8/09) Geithner Opens Up Debt Dialogue With China, but the Dollar Still May be Doomed (Money Morning, 6/3/09)
The strategy of the Fed and Treasury to create trillions of dollars in new debt spells a gloomy outlook for the US greenback with important ramifications for investment decisions. This post features a short technical analysis on the most likely path for the dollar. [...] More on this topic (What's this?) Why We Need A Weak Dollar (Investment U, 6/16/09) What Has the Fed Accomplished? (The Value at Risk, 6/1/09) The Fed's Balance Sheet (The Value at Risk, 6/16/09)
Economists have for long been on the receiving end of jokes. Just for fun … [...] More on this topic (What's this?) Lessons Learned from Comparing Today’s Markets to Markets From October 15, 2007 (the Underground Investor, 5/18/09) Takeover Targets: 3 Steps To Finding Them & 3 Stocks For Any Portfolio (Investment U, 5/6/09) Must Reads Wednesday, June 3, 2009 (Contrarian Profits, 6/3/09) |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
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By Prieur du Plessis, on June 3rd, 2009 posted in: 
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U.S. stock market – long-term indicators could go either way
Jim Grant on “The Scream” painting, Fed’s “hall of mirrors”
Prieur’s Readings (May 5, 2012) – staying up to date with top money news
Don Coxe webcast – updated (May 4, 2012)
Laugh out Loud: EU debt whack-a-mole
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