Us Treasury Bonds

Notable Public Posts

Raghuram Rajan’s Sneaking Out the Door (Raises Interest Rates)

The economist who predicted the financial crisis just sounded another alarm—it would be wise to listen this time

A good article (thanks Tom) about a good man trying to get out ahead of a rising interest rate world; India’s head of the RBI, who is raising interest rates while the US Fed keeps things stable for the rest of the world to start deleveraging.  Is this really what is in play, a world setting up to clean up its debts and inflationary excesses?

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September 24, 2013
Notable Public Posts

Gold: “Taper This”

The media love to get a hold of buzz words and then give them a spin and a life all their own.  Recent examples were the mainstream media’s presentation of ‘Operation Twist’ – which was simply an official yield curve manipulation designed to sanitize and dampen inflationary signals – as an inflationary operation, and the ‘Fiscal Cliff’ drama that sent herds of conventional investors to the sidelines* when they should have been contrarian (and bullish) back in Q4, 2012.

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September 17, 2013