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September 30, 2009

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Market Observation

Fool Me Once, Shame on You. Fool Me Twice, Shame on Me

September 30, 2009 by Chris Puplava

As I step back and view the investment landscape I can’t help but be reminded of two things. The first being John Maynard Keynes famous quote, “The market can stay irrational longer than you can stay solvent,” and the second being the dichotomy between the stock market and the consumer that eerily looks familiar with what I saw in 2007, and why I felt the market would peak and that we would enter a recession. If memory serves me correctly, the divergence between the consumer and the stock markets did not resolve in a polite fashion but rather led to one of the most dramatic bear market declines in the last 100 years with some questioning whether capitalism itself was under attack. Full article

Financial Sense Newshour

Saturday, September 26, 2009
guest expertFrank Barbera (Technical), John Williams (Economy), Richard Loomis (Energy), 
John Doody
 (Metals)
guest expert

Barry Ritholtz, Author
Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy, Revised

big picturePart 1 - The Fed's New Confidence Game; The Statistical Recovery; Investment Implications; Expect the Unexpected 
Part 2 - Harry Dent, Author, The Great Depression Ahead, The Inflation/Deflation Debate Why Deflation is Inevitable | Q-Calls

Posted on Saturday, but available all week long. Podcast

Financial Sense Online Editorials

09/30 Gold Thoughts by Ned Schmidt
09/30 Green Energy and Cheap Oil by Andrew McKillop
09/30 The Supply of Oxen At the IMF by Antal Fekete
09/30 The Road to Zimbabwe by Terry Coxon
09/29 Founding Fathers of our New Country by James Quinn
09/28 Investors Anticipate "V" Shaped Recovery by Paul Nolte 
09/28 The great China conundrum by Clif Droke
09/28 This Week: The Pisani Paradox by Peter Navarro, Ph.D.
09/28 Th*nk*ng (Reconsiderations) by Fred Cederholm
09/28 Flying Pigs Saga Continued by F. William Engdahl
09/25 How a Kid With a Ruler Can Make a Million by Elliott Wave International
09/25 What If Everyone in the World Wanted a 1-ounce Gold Coin? by Jeff Clark
09/25 Nuclear Disarmament: A Modern Fairy Tale by J. R. Nyquist
09/25 The I.M.F. and Central Banks are going to support Gold! by Julian Phillips
09/24 A Look at Strategic Oil Reserves – Who's Buying Oil? by Marin Katusa
09/24 Mediocrity At the United Nations by Ghassan Abdallah, Ph.D
09/24 Global Warming or Global Freezing: is the ice really melting? by F. William Engdahl
09/24 Inflation Is Our Future by Puru Saxena
09/22 Agri-Food Thoughts by Ned Schmidt
09/21 Th*nk*ng (Recoveries) by Fred Cederholm
09/18 Bull Market Rules Still Apply by Carl Swenlin
09/18 What will Conditions be like, globally for gold to be confiscated Part 6. by Julian Phillips
09/18 Sending the Wrong Message by J. R. Nyquist
09/18 Silver/Gold/REE Review by David Morgan
09/17 Could China Push Gold to the Moon? by David Galland
09/17 Missile Defense and Washington’s foolish Eurasia Strategy by F. William Engdahl
09/16 The Keynesian Quest for Energy Security by Andrew McKillop
09/16 Gold Thoughts by Ned Schmidt
09/16 Bail, rescue, print formula no cure for what ails America by Michael Kosares
09/16 The Housing Tsunami’s Second Wave by Richard Benson
09/16 This Week: October Crash by Peter Navarro, Ph.D.

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Financial Sense University Editorials

09/30 Stronger Demand For Higher Risk Assets by James Hyerczyk
09/30 Don’t Fight the Fed by Hans Wagner
09/30 Times of Uncertainty – risk hedges by Christopher Laird
09/29 Economic Dark Matter, Part II by Adrian Ash
09/29 Update of the S&P 500 Index by David Petch
09/29 The Coffin Shaped Recovery by Darryl Schoon
09/29 Gold Companies & Basic Gold Fundamentals Updated by Neil Charnock
09/28 The Hive is Alive? Part 2 by Chris Wilson
09/28 The Government is the Mortgage Market by Michael Pento
09/28 Trade Wars Guarantee An End To The Party by Captain Hook
09/28 Gold & Silver: Market Wrap Week Ending September 25 by Doug Gnazzo
09/28 Gold was $850 in 1980 by Adam Brochert
09/28 Gold Stocks, Silver, Oil, Natural Gas & SPX Trading by Chris Vermeulen
09/28 You Lie! by David Vaughn
09/25 Has the rally been engineered? by Tony Cherniawski
09/25 The “Other” Carry-Trade… by David & Eric Coffin
09/25 The Fed's Toughest Job Lies Ahead! by Sy Harding
09/25 Keeping It Simple by Janice Dorn, MD, PhD
09/25 The Price of Pretense in Pittsburgh by Peter Schiff
09/25 Surmounting the Cartels' 'End Game' Juggernaut by Deepcaster
09/25 Advice 2009: Financial Planners vs. Economists - Part II by Paul Mladjenovic
09/25 Selecting the Dominant Theme by William Hecht
09/24 A Peter Pan Market by Brian Bloom 
09/24 Broad Market, US$, Precious Metals & Energy Shift Momentum? by Chris Vermeulen
09/24 Wealthbuilder Quarterly Market Brief by Christopher Quigley
09/24 Bull or Bear Market - Case for a Bull Market by Hans Wagner
09/23 The most important chart you’ll see all day! by Peter Degraaf
09/23 SC-IV - Battle for Worldwide Financial Sphere Hegemony by Joseph Russo
09/23 New Deadly Dollar Carry Trade by Jim Willie
09/23 Economic Dark Matter by Adrian Ash
09/23 UK Inflation Forecast, Will RPI Deflation Return to Inflation? by Nadeem Walayat
09/22 Stock Market Status by Gary Tanashian
09/21 We're All Going to Pay For the Housing Mess by Adam Brochert
09/21 The Trouble with Geologists: A Primer for the Lay Investor by Michael Fulp
09/21 Fingers of Instability, Part 6 by Ty Andros
09/21 Smart Money Taking Stake in Rare-Earth Metals by Cris Sheridan
09/21 Gold & Silver: Market Wrap Week Ending September 18 by Doug Gnazzo
09/21 The Ratchet Effect by Captain Hook
09/21 The Quiet Grab by Andy Sutton 
09/21 The Event by Eric Andrews
09/21 America Digs Deeper Into Debt by Michael Pento
09/21 New Research Suggests Stocks and Warrants Going Higher, Gold less so by Lorimer Wilson
09/18 Advice 2009: Financial Planners vs. Economists by Paul Mladjenovic
09/18 Time to Cash In? by David & Eric Coffin
09/18 The U.S. Dollar! by Sy Harding
09/18 Lehman Brothers Revisited by Peter Schiff
09/18 The Bounce in the Housing Market, Interest rates and the Economy by Sol Palha
09/18 Is it Doomsday for Natural Gas Markets? by Joseph Dancy
09/18 Buy the Dollar by Tony Cherniawski
09/18 Cartel Angst Equals Investor Advantage by Deepcaster
09/17 Alternative Headlines for 2009 by Tim Iacono
09/17 Gold Stocks: Still in the Early Stages of a Historic 3-4 Year Bull Run by Trendsman
09/17 Barrick Gold Ripe for Bear Raid by Jim Willie
09/17 Bailout Lies Threaten Your Savings by Daniel Amerman
09/16 Gold: A Permanently Exuberant Plateau? by Adrian Ash
09/16 Is it a Bull or Bear Market – Case for a Bear Market Rally by Hans Wagner
09/16 Bullish Stance Wears Thin by John Browne
09/16 $1,000 Gold—Can It Last? by Frank Holmes
09/16 Gold acting as a currency by Christopher Laird
09/15 Gold Shares & Warrants - The Leverage Factor by Dudley Baker