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“In our view, we could be close to a turning point in the forecasting cycle. We would expect more forecasters to start to bring down their 2012 numbers in the coming months,” said a team of analysts of Morgan Stanley in this guest post. [...] 
The current market perception is that the impact of the terrible disaster in Japan on the global economy is likely to be limited to a shave-off of approximately 0.5% of global economic growth. What has transpired so far is that the extent of the damage could be far worse than I (and the market?) initially expected … [...] More on this topic (What's this?) Disaster in Japan: How Bad Will it Get? (Money Morning, 3/18/11) Cost for Japan Quake Hits World Record, Tops $300 Billion (Wall Street Daily, 3/24/11) Three Reasons to Invest in Japan Now (Investment U, 3/17/11)
“I think there’s an intellectual cock-sureness that has no grounding. When you listen to Ben Bernanke as he held forth on Sixty Minutes at the end of last year assuring the journalist doing the interview that he, Bernanke, was 100% sure, 100% certain of what he could do, you cringe because nobody is 100% sure of anything in this world,” said James Grant in an interview with King World News. [...] More on this topic (What's this?) Why the Gold Slump is Not Over (Investment U, 1/9/12) Gold & Silver Banker-Cartel Prolonged Price Suppression Has Set the Foundation for an Explosive M... (the Underground Investor, 1/17/12) Gold Prices 2012 Forecast: How to Make Double the Gold Profits in the New Year (Money Morning, 12/30/11)
The March edition of Donald Coxe’s Basic Points research report (subtitled “Slouching towards stagflation”) has been published. His investment recommendations, as summarized in the document, are listed in this post, as well as a link to the full report. [...]
Dennis Gartman said: “There’s no question, everybody, everybody is bearish on the dollar. To take a net short position in the US dollar right now, I think would be illogical. I think it would be a very, very bad decision. I have no net dollar positions on. I’m short yen against a lot of things. I’m long gold against a lot of things. But would I be net short of the dollar at this point? No, the boat is extremely crowded.” Click through for the video clip. [...] More on this topic (What's this?) The Inflection Point: Why the U.S. Dollar is Ready to Rebound (Money Morning, 5/10/11) Don’t Run From the U.S. Dollar’s Reign (Investment U, 5/5/11) Did Bin Laden’s Death Just Signal the Market’s Next Move? (Wall Street Daily, 5/2/11) |
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By Prieur du Plessis, on April 26th, 2011 posted in: 
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Baltic Dry Index – sell-off overdone?
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Monetary policy: Week in review (Jan, 2012)
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