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Here’s an insightful and (as usual) entertaining Jim Rogers interview, where he shares hit take on the US dollar (he still likes it short term and hates it long term), as well as QE3 (he thinks it’s already begun, and that Bernanke is lying to us). If the video embed doesn’t work for you, here’s […]
Provided courtesy of our boy and frequent guest, Andy Kessler – he actually refers to it as a scorecard, but we know what Andy really means 🙂 Below is a handy-dandy guide for President Obama’s September 8 Jobs Speech so you can score at home. Put a check mark next to announced programs – win […]
On the phone from Zurich – our boy, Marc Faber! He gives his buddy David Rosenberg some props for recommending Treasuries over the past two years. Â But Faber still prefers stocks to bonds – even though he thinks stocks will go down in real terms as well – because he sees limited upsides to bonds. […]
Here’s a rare, extended interview with Doug Casey. Â For regular Casey followers, there’s not too much new – he still likes gold, though is a bit uncomfortable recommending it at current prices, as he prefers to buy assets when they are dirt cheap. His advice on diversifying yourself internationally is always important for me to […]
One added treat of this stock market collapse? More Faber! Bloomberg got him on the horn once again at the end of last week – he chidingly applauded the Fed for not yet announcing QE3. Â Faber also believes Treasuries are a huge bubble, that “every responsible adult should own gold”, and that the technical setup […]
In these moments of insanity, Bloomberg and CNBC seem to gravitate towards the voices of reason we love all the more – such as Marc Faber, and Jim Rogers. Here’s Jim on Bloomberg last night. Â He views the current selling as panic selling, and thinks that we may be close to a selling climax – […]
On Thursday night (here in the US), while Asia was melting down once again, Bloomberg Asia got Marc Faber on the horn – at God knows what time for him in Zurich – to give his take on the current market meltdown. Faber thought the markets were “extremely oversold”, expecting a potential snapback rally that […]
Here’s an awesome Marc Faber interview that includes an epic libertarian rant towards the middle of the clip. Faber is extremely cautious on China at the moment, and hence bearish on the global economy. Â He thinks that in the event China tanks, the world’s central banks will not be able to print enough money in […]
In his latest GMO Quarterly Newsletter, Jeremy Grantham (eloquently, as always) continued to channel his “inner Malthus” to deliver grave warnings on resource limitations that he anticipates humanity will face with increasing severity and urgency as the 21st century rolls on. Â You may remember that Grantham’s Q1 newsletter focused on what he called a “paradigm […]
First up, a lengthy Rogers interview with Frank Curzio, which is excellent, thanks to the length and depth that Curzio allows for Rogers. Â Here’s the link. You can hear that Jim is quite cautious right now – citing very little enthusiasm for anything, except for North Korea, agriculture, and his trusty exercise bike. This WSJ […]
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