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<span style="font-family: Georgia, "Times New Roman", serif;">In one way, gold's surge to $1150 simply reflects the tidal wave of excess liquidity that is lifting all asset prices from US junk bonds to the most obscure emerging market indices. That...
<span style="font-family: Georgia, "Times New Roman", serif;">Total annualized US domestic savings have fallen from their peak of $2.2 trillion dollars in the third quarter of 2006 to just $1.4 trillion on the latest Fed data. That represents a drop...
<span style="font-family: Georgia, "Times New Roman", serif;">There is only one energy source in the world right now with declining marginal production costs, soaring reserves and extraction rates, and compelling cost competitiveness with crude oil....
<span style="font-family: Georgia, "Times New Roman", serif;">A bearish frenzy has developed in the US dollar, and is probably the strongest consensus I've seen since the bullish stampede in oil futures crashed last Summer. With publicity hungry...
<span style="font-family: Georgia, "Times New Roman", serif;">I wrote several times in 2008 on Japan's secular economic decline, determined by the developed world's worst demographic outlook. Over the next 20 years, the workforce will decline by 20%....
