Gary Dorsch Joe Dancy David Morgan Part 1 Part 2 Part 3 Bud Burrell Market WrapUp for Friday, October 10 What the heck are they thinking now? You know who we mean, the foreign investment community. Who else? Hopefully without wildly belaboring the point, we remain convinced that the US is ultimately going to face a funding issue down the road. Maybe not a funding issue in terms of being able to borrow funds, but rather the issue is the cost at which funds will ultimately be made available to the US. This is exactly what we addressed when we penned the Fun With Fundingdiscussion last month. Put yourself in the shoes of the foreign investment community. Many moons ago, you started recycling trade related dollars back into US financial assets. In essence, you were able to facilitate a little mercantilist economics. By buying US financial assets (primarily bonds) you effectively helped keep US interest rates low and enabled the relatively blinded by asset inflation US consumer borrowing and spending (on your export products). As commodity prices rose, the BRIC nations and OPEC got into the dollar recycling game in a big way. If you remember the Fun with Funding article, one of the tables in the discussion showed us that since May of 2006, 100% of foreign purchases of US Treasuries were undertaken by Brazil, Russia, India, China and OPEC. Japan was a net seller over the period. Quite the happy circumstance... while it lasted. Full article.
FSN Broadcast for Saturday, October 11 Posted on Saturday, but available all week long.1st Hour
with Jim & Team
Martin Goldberg
Technical
Economy
Energy
Metals3rd Hour
with Jim & John
- Donald G. M. Coxe, BA, LLB
BMO Financial Group
Homicide: The Crime of the Century
- Frank Barbera,
Gold Stock Analyst
We're at the Bottom
- Deleveraging at Warp Speed
- Energy: Just the facts; the picture keeps getting worse
- Q-Calls2nd Hour
Guest Experts
Topic:
What's Wrong With This Picture?
The Other Consumer Confidence Report
by Brian Pretti
10/10 Troubled Asset Relief Program (TARP) by Antal Fekete
10/10 The Monster at the Bottom of the Abyss by J. R. Nyquist
10/10 A Credit Crisis? No it’s a Confidence Crisis! by Julian Phillips
10/09 Behind the panic: Financial Warfare over future of global bank power by F. William Engdahl
10/07 Gold - Underperforming Oil, So Far by Krassimir Petrov, Ph.D.
10/06 Who Do We Blame for America’s Financial Mess? by Ronald Cooke
10/06 This Week: Crash, Boom, Bang by Peter Navarro, Ph.D.
10/06 Th*nk*ng (Treason) by Fred Cederholm
10/03 Buying Opportunity? by Carl Swenlin
10/03 Final year of the second Central Bank Gold Agreement by Julian Phillips
10/03 Political Blame and the Myth of Government... by J. R. Nyquist
10/02 The Gold Standard Stricks Back, Part 2 by Antal Fekete
10/01 Will commodities recover from the credit crisis? by Clif Droke
10/01 Financial Tsunami: The End of the World as we Knew it by F. William Engdahl
09/30 Agri-Food Thoughts by Ned Schmidt
09/30 Back from the Future: Gold in January 2012 by Jeff Clark
09/30 We All Scream For Ice Cream! by Brady Willett
Archive for Editorials
Financial Sense University Editorials
10/10 The Party is Just Beginning by Randolph Buss
10/10 The Party is Over by Peter Schiff
10/10 'Twas The Death of The Dollar, Part 2 by J. Kent Willis
10/10 This Pattern Spells Profit, Danger & Next Megamove Clues by Deepcaster
10/10 Two Methods for Estimating the Price of Gold by Dollardaze
10/10 Silberinfo Interview with The Perth Mint by Silberinfo
10/09 Stocks, Gold, and The Dollar by Chris Ciovacco
10/09 Silver Coins Up +20%, Dow down -35% by Shelby Moore
10/09 Risks of the Proposed Bailout: Part III by Mike Stathis
10/09 The Market, Investments, And The ‘Efficient Market Theory’ by Joseph Dancy
10/09 Energy Sector: Shoulder Season Masks Long Term Trends by Joseph Dancy
10/09 Market Brief by Christopher Quigley
10/09 Are We There Yet? by Janice Dorn, MD, Ph.D.
10/09 The Big Lie by Charles Young
10/09 About financial safety by Christopher Laird
10/09 Bataan Death March Tickertape by Jim Willie
10/09 More to go in the House Price Decline by Hans Wagner
10/09 Recession Signals: Industrial Production Looks To Decline Again by Joseph Brusuelas
10/08 Weapons of Financial Mass Destruction by Gary Dorsch
10/08 Gold & the Flood of Cheap Government Money by Paul Tustain
10/08 5 Bank Panic Mega-Trends by Teeka Tiwari
10/08 Porky the Bailout Bill by Michael Pento
10/08 From Russia, With Lumps by Chip Hanlon
10/08 Congress Charges Commission by John Browne
10/08 Times Up by Doug Wakefield & Ben Hill
10/08 Charting around Asia: Global Tango! (Asia exclusive) by John Needham
10/08 UK Interest Rate Forecast 2009 by Nadeem Walayat
10/07 Capitalism by Gerry Hiles
10/07 Equality for All by Charles Zentay
10/07 Regulations, baseball and the law of unintended consequences by Frank Holmes
10/07 The World in Crisis: Where are the Safe Havens? by Axel Merk
10/07 Tune Out the Noise and Get Safe by Gary Tanashian
10/06 Gold & Silver: Market Wrap Week Ending October 3 by Doug Gnazzo
10/06 An Official Market and a Free Market in Gold and Silver by Mario Inneco
10/06 A Calamity of Errors by Captain Hook