Monthly Archives: December 2011

Precious metals in free fall, what gives? 4 Updates

What forces are behind the current collapse of precious metals? In the past few months gold and silver have seemingly dropped off a cliff and is now heading lower.  What events have catalyzed this dramatically weakening market? The causes that … Continue reading

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Satyajit Das, derivatives expert, gives a great interview

One of the topics included group think, which occurred when senior management followed competitors in buying and selling collateralized mortgages and other securities, despite some inherent risks. They did this because at the time they were making money and would … Continue reading

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Phillip Dare on Australian Home Prices: “Ten fundamental reasons why prices won’t crash in 2012”

Writing in the The Conversation, Phillip Dare looks at factors that could hold up the property market in Australia. Mr. Dare notes that “Australia is a big country, without shared borders with neighbouring economic powerhouses – or economic basket cases … Continue reading

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The World in Economic Jeopardy – 14 Updates

Eurozone, United States, China, close to insolvency The false euphoria over the European Union (EU) solution announced a month ago has faded into a realization that none of the underpinnings of the touted ‘solution’ is stable, indicating greater fragility for … Continue reading

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Merry Christmas to all from GeoffTalk.com

Merry Christmas! Geoff, John, and Staff of GeoffTalk.com

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Where is a “Tom Jefferson” when we need one?

Thomas Jefferson This man is amazing. Be sure to read all of this recitation. Thomas Jefferson was a remarkable man who was voracious in learning and application, beginning at an early age and continuing throughout his life. At age 5, … Continue reading

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FX Concepts John Taylor Hanging in There on His Short Euro Position

It’s not easy to be John Taylor when the Euro defies gravity, but as a long-term trader, he could still be correct. In the video below he provides an interesting commentary regarding the dollar, a European recession and the ineffectual … Continue reading

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Chinese Debt Load Not Well Understood. Another Project Too Big To Bail

We have commented on the ghost cities in China, along with the debt problems that China appears to be facing in four prior GeoffTalk.com posts. The first is titled We Know America and the Euro-Zone are Lying, is China? which … Continue reading

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Inflation Update. Is CPI a joke?

With flat or declining wages (note the flatting in personal income in the exhibit below) and higher food and other prices, Americans are getting squeezed on both ends. Quantitative easing, QE2 and state, local and federal taxes are not helping … Continue reading

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Our world, country, and prosperity is slipping away – 2 Updates

We actually have a good understanding of what is wrong with the monetary, financial, and political systems of the European Union and United States.  Why then, is it virtually impossible to constructively deal with the challenges of today? Not to … Continue reading

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