Wednesday, 27 October 2010



Here is your Crux PM update:

This simple chart explains the gaping disconnect between Wall Street and Main Street
Maybe this time is different...

Must-read letter from top manager Jeremy Grantham
"It would be a better, simpler, and less dangerous world..."

Bond king Bill Gross: Fed "Ponzi" scheme could kill the bond bull market
"Check writing in the trillions is not a bondholder’s friend…"

A Chinese state newspaper just guaranteed gold will go higher
Says existing reserves are "inadequate" to protect from a dollar crisis... China should buy more gold to match the U.S.

Six dividend stocks that could generate "mind-boggling" yields on cost
Could throw off safe income for the next decade...

Top gold manager Embry: Calling gold a bubble is "flat out wrong"
"No intelligent trader would stand in the path of a freight train and this is what whoever is shorting the stuff is doing..."

Regards,

Justin Brill
Managing Editor, The Daily Crux
www.thedailycrux.com