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 By Prieur du Plessis, on February 3rd, 2010 posted in: Economy, Investment  2 people had their say - chime in!
By now we all know that a swing in inventories flattered the growth in U.S. Q4 GDP. The chart included in this post, courtesy of Goldman’s chief US economist Jan Hatzius, shows the “real” story. It illustrates that the growth in real final demand – basically GDP excluding inventory restocking – is flat and doesn’t live up to past recoveries at all. [...] More on this topic (What's this?) Goldman Sachs Group Inc. (NYSE: GS) Earnings: How the Mighty Have Fallen… (Money Morning, 1/17/12) 3 Big Banks Report Earnings: What You Need To Know (Investment Underground » Page n..., 1/20/12) High Ratio Of Public Debt To GDP Constrains Economic Growth (Disciplined Approach to Investing, 1/15/12) 
James Chanos, legendary hedge fund manager and president of Kynikos Associates, makes an appearance to discuss the outlook for China. Chanos’s views on China have been well covered in the media (specifically in The New York Times), as well as Jim Rogers’s response thereto, but in this video you can hear the real story from the horse’s mouth so to speak. [...] More on this topic (What's this?) China: Big Changes Coming Soon (Money Morning, 1/10/12) Why China's "Blindside" Could Be A Great Buying Opportunity (Money Morning, 1/6/12) What China is Buying Now (Wealth Daily, 1/12/12)
This post provides a link to a recent speech by John Embry, Chief Investment Strategist of Sprott Asset Management, on the outlook for gold bullion (courtesy of GATA). [...] More on this topic (What's this?) Why the Gold Slump is Not Over (Investment U, 1/9/12) Gold Prices 2012 Forecast: How to Make Double the Gold Profits in the New Year (Money Morning, 12/30/11) Gold & Silver Banker-Cartel Prolonged Price Suppression Has Set the Foundation for an Explosive M... (the Underground Investor, 1/17/12)
Charlie Rose sits down with Roger Altman, former United States Deputy Treasury Secretary, Evan Bayh, an American politician, and Judd Gregg, a former Governor of New Hampshire and current US Senator. A link to the transcript of the interview is also provided. [...] More on this topic (What's this?) President Obama’s Favorite Chart (Wall Street Daily, 1/13/12) Wall Street's Washington Infiltration Continues with New Chief of Staff Jacob Lew (Money Morning, 1/11/12) Obama's Hydraulic Fracturing Pledge (Wealth Daily, 1/19/12)
Consumers around the world are generally more upbeat, but not uniformly so, argues Rebecca Wilder in this guest post. [...] More on this topic (What's this?) Consumer Confidence Slides (Expected Returns, 8/28/09) The Eight Catalysts That Will Make or Break Consumer Confidence – and Perhaps the Economic Reb... (Money Morning, 7/27/09) Housing Down, Consumer Confidence Up (XLY, XLP, XHB) (Wall Street Sector Selector, 11/29/11) |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
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