Hidden Treasury Risks? Part I

While Treasuries are said to have no default risk as the Fed can always print money to pay off the debt, hidden risks might be lurking. As oxymoronic as it may sound, the biggest risk to the economy and the U.S. dollar might be, well, economic growth! Let us explain.

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Weekly Market Wrap: 12 Dec 2012

This regular column serves as a review of general market conditions and covers stocks, commodities, precious metals, currencies, bonds, and other areas that may be of interest such as rare earth metals and graphene.

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Future Fed actions will continue to fuel the bull market in gold & silver

During 2013 we expect the Federal Reserve to alter its stance on monetary policy such that they can keep interest rates ultra-low until the unemployment reaches 6.5%. We also expect them to expand their quantitative easing programme to at least $85 billion a month.

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A time for caution as “glamour stocks” enter new bear market

Uncertainty over the US election and now the Fiscal Cliff has caused investors to flee the equity markets and go into “risk off” mode. As a result many are asking whether the recent selloff in US stocks is the beginning of a new bear market.

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Has the magic of QE finally faded & should investors take defensive action?

QE1, QE2 and Operation Twist caused the US stock market to rise by an average of 20.2%. However in the wake of QE3 the S&P has fallen by 1.7%. The question is, has the magic of QE finally faded and should investors take defensive action? This article examines the facts.

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Death Knells for the US Dollar: Part II

Mexico is in the process to make concrete a major deal to sell crude oil to China, but not in US Dollar terms. The Chinese declaration of financial war against the Untied States has reached both the northern border in Canada and the southern border in Mexico.

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Death Knells for the US Dollar: Part I

The recent decision by the Fed to contaminate the financial body until it responds favorably was the last straw in my book. Witness a declaration of permanent QE and hyper monetary inflation of the most virulent strain. The signal serves as the loudest death knell for the US Dollar.

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The scene is set for QE3

When inflation is soaring, gold is at all-time highs, and oil is well over $100 a barrel, it’s hard for policymakers to announce additional economic stimulus, since they will be accused of recklessness and of fuelling inflation. Today however, it is not inflation that concerns G20 finance ministers, it is deflation that keeps them awake [...]

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