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Editors note: Further discussion of this topic and article can be found on SeekingAlpha.com. I believe that long dated US treasuries are one of the worst investment options available right now. Should we short them? Let’s examine the evidence: Exhibit A: US government debt continues to baloon I wondered last month why the rest of […]
Top posts from the past week: Stratfor: States, Economies, and Markets: Redefining the Rules Marc Faber on CNBC – October 14, 2008 Warren Buffett: I’m Buying US Stocks Now A review of my futures trades from the previous week: Went long the Swiss Franc – As I mentioned last week, I wanted find a match […]
Top posts from the past week: Quick Thoughts on the (Very) Latest Black Monday AuEx Ventures: An Intriguing Gold Junior Opportunity Sequoia Capital: RIP Good Times Jim Rogers on CNBC and Bloomberg – 10/10/08 A review of my trades from the week that was: Closed out my Japanese Yen position – Closed out on the […]
Top posts from the past week: Financial Times: Wealthy Investors Demanding Unprecedented Amounts of Physical Gold Jim Rogers on CNBC 10/1/08 Quick Thoughts on the Latest Black Monday A review of my trades from the week that was: Closed out my Swiss Franc position – Yikes – this trade did not work out, I got […]
Top posts from the past week: Five Easy Ways You Can Diversify Away From the Dollar US Mint: Sorry, we’re out of gold (again) Jim Rogers: Bailout is “welfare for the rich” A review of my trades from the week that was: Went long the Swiss Franc – The Swissie is the Yen’s carry trade […]
Bloomberg reports that the era of cheap money for municipal borrowers is over, citing the Bay Area Toll Authority’s recent of auction of bonds at rates as high as 5.33%. How long before the era of cheap money is over for everyone? If you believe it’s not long, I suggest you unload your US Treasuries […]
Chris Gaffney of the Daily Pfennig writes this morning: “The situation here is bad and seems to be getting worse. The major question remains: Who will be standing in line to purchase all of this debt? And what happens to the dollar if/when foreign investors decide they have enough IOUs from the US Treasury and […]
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