Financial Sense Blog

Unrest and Turmoil Equals Rising Oil Prices

The continuing political upheaval in North Africa and the Middle East along with the epic disasters in Japan are sowing chaos and confusion throughout the business world. In this week’s newsletter, we will examine just how all this is playing out.

What Bad News?

As traders reached for some caffeinated assistance in perusing the early morning headlines on Thursday, they probably were thinking that it might be best to play the game from the short side.

Disruption, Sabotage and Revolution

An interesting item appeared in Business Insider on 22 March. The headline reads: "CAUGHT ON TAPE: Former SEIU Official Reveals Secret Plan to Destroy JP Morgan, Crash the Stock Market, And Redistribute Wealth in America." From the article you can access an audio recording of a revolutionary organizer and rabble-rouser discussing various plans in a closed meeting at Pace University.

Why The Euro Will Survive

My primary thesis on the Euro is simple and has not changed since day one. I believe that the Euro is here to stay. Many disagree with me vehemently. The mainstream press is hammering Europe; meanwhile, the U.S. Dollar benefits.

What’s Really Driving the Gold Price?

Gold attracts tremendous emotion from people and it has always done so. It manages to bring out the extremes in investors, reporters, governments. It's either hated or loved. Copper isn’t, nickel isn’t and coal isn't. You can call it a commodity, a barbarous relic, money or a wealth preserver. Whatever title you use, someone will react.

The Fed Didn’t Do it Crowd Left Out the Missing Link

It purports to prove that commodities inflation is due to industrial demand and not to Fed money printing. But they left something out. “What’s that?” you ask. Why, they left out Fed money printing of course!

How Likely is QE-Three?

I discuss how once QE-2 ends, the Federal government is out of options—nobody outside the US has the stomach or cash to buy +$75 billion in Treasuries a month. So therefore, it is either more QE—or a drastic solution, like confiscating retirement accounts and forcibly converting those assets into Treasury bonds, like they did in Argentina.

Is the RMB Undervalued or the USD Overvalued?

Most of this week’s very long newsletter focused on the NPC meeting in Beijing, the proposals to boost consumption (which I think will greatly disappoint), and the release of data by the National Bureau of statistics.

Opportunities and Threats

6 Months Forecasts Overview

By Deepcaster

Deepcaster provides a Forecast Overview for Gold, Silver, Equities, Crude Oil, U.S. Dollar, U.S. T-Notes and T-Bonds, Interest Rates, and one Key Commodity for the next 6 Months.

Commercial Real Estate on Borrowed Time?

Back in 2009 it seemed obvious that the next shoe to fall — or bomb to go off — was commercial real estate. The thinking went something like this: homes go into foreclosure fast, when the mortgage holder loses a job, or the monthly payment adjusts to some ungodly number that dwarfs the hapless homeowner’s disposable income, or they simply realize that they can rent a similar house for half the money.

Financial Sense Wealth Management: Invest With Us
.
apple podcast
google podcast
spotify