Jim Sinclair has a great insight into whats happening fundamentally behind the scenes. His analysis of the China US equation holds water with me, as it is backed up by common sense and thousands of pieces of information I have seen come across my desk over the last few years. China cannot, and does not want more [...]div class="feedflare" a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:yIl2AUoC8zA"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=yIl2AUoC8zA" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:F7zBnMyn0Lo"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?i=PXRUXvS22Fk:lD7bP06eetI:F7zBnMyn0Lo" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:7Q72WNTAKBA"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=7Q72WNTAKBA" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:V_sGLiPBpWU"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?i=PXRUXvS22Fk:lD7bP06eetI:V_sGLiPBpWU" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:qj6IDK7rITs"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=qj6IDK7rITs" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:l6gmwiTKsz0"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=l6gmwiTKsz0" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=PXRUXvS22Fk:lD7bP06eetI:gIN9vFwOqvQ"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?i=PXRUXvS22Fk:lD7bP06eetI:gIN9vFwOqvQ" border="0"/img/a /div

Classic examples of Inflation: (From Wikipedia) Angola Angola went through its worst inflation from 1991 to 1995 Austria Between 1921 and 1922, inflation in Austria reached 134% Belarus Belarus went through steady inflation from 1994 to 2002. Bolivia Bolivia went through its worst inflation between 1984 and 1986. Bosnia-Herzegovina Bosnia-Hezegovina went through its worst inflation in 1993 Brazil From 1986 to 1994, the base currency unit was [...]div class="feedflare" a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:yIl2AUoC8zA"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=yIl2AUoC8zA" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:F7zBnMyn0Lo"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?i=g4FUjmMZ3TI:zSRzaPN4IPY:F7zBnMyn0Lo" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:7Q72WNTAKBA"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=7Q72WNTAKBA" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:V_sGLiPBpWU"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?i=g4FUjmMZ3TI:zSRzaPN4IPY:V_sGLiPBpWU" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:qj6IDK7rITs"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=qj6IDK7rITs" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:l6gmwiTKsz0"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?d=l6gmwiTKsz0" border="0"/img/a a href="http://feeds.feedburner.com/~ff/YourFinancialFuture?a=g4FUjmMZ3TI:zSRzaPN4IPY:gIN9vFwOqvQ"img src="http://feeds.feedburner.com/~ff/YourFinancialFuture?i=g4FUjmMZ3TI:zSRzaPN4IPY:gIN9vFwOqvQ" border="0"/img/a /div

Commentary from Jim Sinclair regards the bond markets: It is my strong opinion that Bernanke is committed to not letting this up trend line break down, using all the power of the Fed in Quantitative Easing. That means the Fed will buy practically unlimited offerings at auction and in the market should it be necessary. The problem [...]div class="feedflare" a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:yIl2AUoC8zA"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=yIl2AUoC8zA" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:F7zBnMyn0Lo"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?i=a4u9NFS3jdU:sJNDw9er7as:F7zBnMyn0Lo" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:7Q72WNTAKBA"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=7Q72WNTAKBA" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:V_sGLiPBpWU"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?i=a4u9NFS3jdU:sJNDw9er7as:V_sGLiPBpWU" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:qj6IDK7rITs"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=qj6IDK7rITs" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:l6gmwiTKsz0"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=l6gmwiTKsz0" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=a4u9NFS3jdU:sJNDw9er7as:gIN9vFwOqvQ"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?i=a4u9NFS3jdU:sJNDw9er7as:gIN9vFwOqvQ" border="0"/img/a /div

Alex#8217;s Notes:  Some interesting commentary from legendary trader/investor Jim Sinclair. When China announced its currency swaps it was clear to me that they were in the process of setting up systems to circumvent the US Dollar. Not too many paid any notice to it as evidenced by the lack of articles on the topic, yet it [...]div class="feedflare" a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:yIl2AUoC8zA"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=yIl2AUoC8zA" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:F7zBnMyn0Lo"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?i=gZp3iRrxB7Q:JJ8HL6StzUY:F7zBnMyn0Lo" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:7Q72WNTAKBA"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=7Q72WNTAKBA" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:V_sGLiPBpWU"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?i=gZp3iRrxB7Q:JJ8HL6StzUY:V_sGLiPBpWU" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:qj6IDK7rITs"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=qj6IDK7rITs" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:l6gmwiTKsz0"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?d=l6gmwiTKsz0" border="0"/img/a a href="http://feeds2.feedburner.com/~ff/YourFinancialFuture?a=gZp3iRrxB7Q:JJ8HL6StzUY:gIN9vFwOqvQ"img src="http://feeds2.feedburner.com/~ff/YourFinancialFuture?i=gZp3iRrxB7Q:JJ8HL6StzUY:gIN9vFwOqvQ" border="0"/img/a /div

Gold was slightly lower from Hong Kong to the New York open on Wednesday, then declined sharply to near the noon hour, bottoming at $884, traded sideways through the Comex, but then got a rocket launch during the first hour of Globex trading, shot skyward by more than $50 in two hours, and finished the wild day’s ride at $941.50/oz., up $26.60. Overnight, gold has backed off.

Platinum declined through the Comex, to as low as $1030, then it too got a boost, climbing back to end at $1058/oz., up $13. Overnight, platinum is little changed.

Silver followed the same path, dipping to $11.90, then soared by nearly a buck to close at $12.89/oz., up 20 cents. Overnight, silver has edged lower. (Click here for charts)

After several days of listless trading, with a slight bias to the downside, the precious metals rode the rollercoaster in some very manic action

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In the currency market, the dollar edged slightly higher against the euro. Late Tuesday, the euro was trading at $1.3013 vs. $1.3022 on Monday.

In the day’s big number, the Commerce Department reported that U.S. housing starts surged 22% in February, to a seasonally adjusted annual rate of 583,000. That marked the largest percentage gain in 19 years and was the first increase in eight months in the sector.

That tiny ray of light brought out the optimists. “The 22% rise in starts is very impressive and leaves open the possibility of a bottom in the housing market,” wrote Kathy Lien, of GFT in New York.

Separately, the Labor Department said the producer price index rose 0.1% in February, driven by a 1.3% gain in energy prices, with core prices—excluding food and energy—up 0.2%. Analysts had been expecting PPI to rise 0.4%, and for the core to gain 0.1%.

“While the strength

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From Sinclair’s website:

 

 

Posted: Mar 06 2009     By: Jim Sinclair      Post Edited: March 8, 2009 at 6:27 pm

Dear CIGAs,

Money always starts in some form of contract between the holder and the Treasury of the issuing country.

We will call this contract money.

During these times politicians have no control over issuing paper beyond the contract limitation. In the case of the $20 Gold certificate and $2 Silver certificate, the Treasury has agreed to give to the holder a $20 gold coin or 2 silver dollars in exchange for the certificate.

This controls the amount of liquidity in the system and acts to maintain the currency buying power without dilution in the form of increased money printing.

When things are going well in business and the paper assets of the issuing country are in

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Gold didn’t do much in the Far East or Europe on Wednesday…but the bottom, if you want to call it that, occurred shortly after the start of floor trading on the Comex yesterday morning in New York. From that low, gold rose steadily…gaining a little over $20 between then and the close of electronic trading at 5:15 yesterday afternoon. In the process, it set another new high for this move.

For the most part, silver’s action mirrored gold. The low of the day was at the London silver fix (noon London…7 a.m. New York). From there it rose, just like gold…closing at a new high for this leg up. And, for the second day in a row, I was underwhelmed by the performance of the HUI.

In the last three days, I’ve noticed that there has been a change in pattern during Far East trading. It’s not a lot, but it’s something

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