Axel Merk’s 2012 Outlook: “We Have a Mess in the World”

The Contrary Investing Report

Investing and Trading News, with a Contrarian, Sarcastic Twist!

Last week I attended the 2012 Sacramento Business Review, which was keynoted by Axel Merk, the President & CIO of Merk Investments.  (Big thanks to my friend and budding Contrary Investing contributor legend, Jonathan Lederer of Lederer Private Wealth Management, for the great recruiting job!) Here are my notes from Axel Merk’s keynote speech: “In a […]

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Nice job by Doc Efrig in his recent interview with Marc Faber for his Stansberry Radio podcast.  It’s one of the best Faber interviews I’ve heard in a few months – the dude is great in long form. Faber’s best line comes when asked to go in Asia for nightlife: “For nightlife you have to […]

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Contrary Investing favorite Gerald Celente was just interviewed by Eric King at King World News.  As always, it’s a highly entertaining listen. Some beautiful insights, as always, from Celente: On the Fed’s pledge to keep rates low through 2014: “This should be headline news: ‘The Raping of the American Public’” Expects “economic martial law” I’m […]

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One of the most widely watch barometers for investor sentiment is the AAII survey, as it seems to capture the essence of the armchair investors’ sentiment at the moment.  Technical guru Carl Swenlin has been watching the AAII numbers, and is concerned at the high bull to bear ratio we’re seeing today. Sentiment Becoming Too […]

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There are a growing number of fracking “haters” since the film Gasland came out last year.  Does the NIMBY crowd have a beef, or is there some known science being conveniently ignored?  Our energy guru Marin Katusa explains the process of fracking… Don’t Frack Me Up By Marin Katusa, Casey Research To many walking the […]

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Last week, Barron’s published their annual roundtable for 2012 – again featuring two of our very favorites in Marc Faber and Felix Zulauf. Faber stole the show when he predicted that World War III would begin within five years:  “On another optimistic note, World War III will occur in the next five years. That means […]

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Analysts agree – they’re wildly bullish on gold!  From Hard Assets Investor: The analyst community remains overwhelmingly bullish when it comes to gold in 2012. Respected precious metals consultant GFMS came out Tuesday with its call for $2000/oz gold within the next year. “Concern over nearly all currencies’ long-term value remains acute, and this includes […]

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Financial apocalypse guru Marc Faber shared his always-joyous and insightful outlook with Bloomberg last week.  His thoughts: Stocks look attractive…relative to government bonds He admits he lost his bearish Treasury bet to David Rosenberg in 2011 Though he still compares the current “bubble” in government debt with the 1999-2000 NASDAQ Source – Bloomberg: Marc Faber Sees […]

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In an interview with The Economic Times, Jim Rogers said he’s short “most” emerging markets via the indices: Jim Rogers: I am still short on India. You all should stop calling me up because I am still short India. Yes I love India as the most wonderful country in the world to visit as a […]

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