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2nd Full Day In China Approaches

My Dear Friends,

My 2nd full day in China is coming up with a full list of meetings with Beijing business and government people.

A total reversal in time is actually an easier transition to handle than less hours. You just need to fight your way through that late afternoon fatigue.

I assure you

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In The News Today

Dear CIGAs,

JB Slear asks what is in your garage?

Jim Sinclair’s Commentary

There are green shoots here. I know it. Just a minute now, I will find them.

Jim Sinclair’s Commentary

States are bracing for shutdowns. Other states are right behind California.

The Formula of 2006 is so far

Continue reading In The News Today

Jim’s Mailbox

Jim,

BIS warns about risk of inflation.

I wonder if the BIS is not used to warn politicians to keep central banks independent from political interference.

Unfortunately, I believe this won´t happen as we have seen lately.

Regards, CIGA Christopher

Dear CIGA Christopher,

Central Banks will fight the market pull on interest rates

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Update From China

Dear Friends,

It has been a busy day here. China is not just talking, but preparing for what we know is coming in 127 days.

I am entirely on the other side of your clocks so I will sign off for today. I will post in your evening time.

Don’t let the goons get

Continue reading Update From China

Gold Market Commentary From Trader Dan

Dear CIGAs,

I am not sure what to make of today’s price action across a wide variety of commodity markets as it was one of the more bizarre sessions I have seen in some time. Considering the price action the last few months, that is saying something.

Last evening crude oil put on some

Continue reading Gold Market Commentary From Trader Dan

An Update From China

Dear Friends,

The hotel is decadent in its comforts. It arguably tops the palace of Versailles.

It is 5 AM so that is a good sleep for night number one. I received full VIP treatment at the airport to the fullest extent imaginable.

No customs. Met by airport staff. Identified my bags. Golf car

Continue reading An Update From China

More MOPEing Around

Dear Friends,

The management of perceptions concerning the Chinese dollar position is that it is only talk pointing to what is interpreted as a flip flop between unfavourable statements to the dollar last week from the highest of sources to statements today that this is not quite true. The people who write this have

Continue reading More MOPEing Around

In The News Today

Jim Sinclair’s Commentary

Eradicate the poppy plantation and you eradicate the Afghan farmer, the economy and the Afghan political middle management.

They will not like the West ruining their primary cash crop without replacing it with something of equal value. How about Banga?

US says Afghan poppy eradication ‘failure’ Sun, 28 Jun 2009 23:38:38

Continue reading In The News Today