Maria Bartiromo: One On One With Jim Rogers – If you want to know what Jim Rogers is thinking comprehensively, this is the opportunity. In this 15 minutes footage, Rogers touched topics including his critical view towards Fed and US Treasury, US Dollar vs. Foreign Currency, Gold (and Silver), Commodity, Agriculture, etc.. – Gurufocus.com
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Peak Gold, Easier to Model than Peak Oil? – Part I – Posted by Luis de Sousa – … In a two part article, Jean analyses how gold mining is subject to depletion. od1 In this first installment, an assessment of reserves and a production model is presented for each of major gold-producing countries in the world. … – The Oil Drum: Europe
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Ten Bold Predictions and Big Trades for 2010 – RON COBY – Minyanville
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Chart of the Day – For some perspective on the current state of the stock market, today’s chart presents the long-term trend of the Russell 2000 (small-cap stocks). … Currently, the Russell 2000 is testing resistance (red dashed line) of its two-year downtrend channel for the second time since the financial crisis. …
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Treasury Yield Curve Steepest Since at Least 1980 After Auction – By Cordell Eddings and Susanne Walker – Treasuries fell, with the gap in yields between 2- and 30-year securities reaching the widest margin since at least 1980, after a $13 billion offering of 30- year bonds drew lower-than-forecast demand. The so-called yield curve touched 373 basis points, the most in at least 29 years, as the bonds drew a yield of 4.52 percent, … The so-called yield curve has widened from 191 basis points at the end of 2008, … – Bloomberg
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great counterpoint on why a steep curve is bad … Treasury Yield Curve as Steep as Since 1980: But With a Twist – Bloomberg piece here noting a very steep treasury yield which typically signals strong growth. That’s good news right? Not so fast, it’s actually bad news. – Blind Reason Blog
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BubbleWatch: Chinese Pop will be Global Event – Several outlier investors (and by outlier I mean non-mainstream thinkers) have put tremendous effort into articulating why China is in a bubble – has links to 3 commentaries supporting this view – Plan B Economics
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3 themes of 2009 – My Two Cents – “Closing out 2009″ – has details –
Theme #1 for 2009 – The blowout federal deficit
Theme #2 for 2009 – States Circle the Wagons for bailouts
Theme #3 for 2009 – Creative Financing to Induce Borrowing
– Andrew Sutton Associates
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Morgan Stanley’s Roach Sees ‘Great Risk’ in Fed Exit Strategy – By Simon Kennedy – The Federal Reserve may cause another crisis by botching the withdrawal of liquidity from the U.S. economy, Morgan Stanley Asia Chairman Stephen Roach said. The Fed is the “weak link” among central banks and may fail to tighten monetary policy in time to stop asset bubbles from forming, Roach said at a conference in Berlin today – Bloomberg
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Requiem for the Dollar – By JAMES GRANT – first rate piece on history of dollar’s decline and what must be done – Wall Street Journal Life and Style