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December 29, 2009, at 3:40 pm
by Jim Sinclair in the category General Editorial |  Print This Post |  Email This PostDear Extended Family, As we approach the New Year it seems the party has already begun, and the commentators are all full of spirits. I can’t find a bear in the woods. According to them the equity market is going up, the dollar is going up, commodities are going up, and even lip service Continue reading Not A Bear In The Woods December 28, 2009, at 2:00 pm
by Jim Sinclair in the category In The News | Print This Post | Email This PostDear Friends, The gold bears are out today as the aired 2010 predictions are being issued by talking heads. Some pro-gold stars like Mark Faber and Jim Rogers are being interviewed every day and are predicting a dollar rally. That is scary to those that have followed them and is making them emotional. This Continue reading In The News Today December 28, 2009, at 1:12 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostCOT Money Flows: Custer’s Last Stand in the Bond Market? CIGA Eric The commercial traders continue to quietly increase their short positions as the world recognizes a "crowded dollar trade." …. Rather than rehash, please review the following editorial: (http://edegrootinsights.blogspot.com/2009/12/gold-bears-fear-is-contagious.html). Commercial traders continue to take the opposite side of the "crowded dollar trade." Time Continue reading Jim’s Mailbox December 27, 2009, at 4:28 pm
by Jim Sinclair in the category In The News | Print This Post | Email This PostDear CIGAs, The Green Hornet asks if there isn’t something wrong with the combination of government QE of agency debt combined with huge bonuses. He calls attention to the timing of the release so as to cause the least dislocation in the foreign exchange markets as the perfect application of MOPE. It is presented Continue reading In The News Today December 26, 2009, at 10:51 pm
by Jim Sinclair in the category In The News | Print This Post | Email This PostJim Sinclair’s Commentary In order for intervention to be effective it must be focused on the heart of the problem. Lacking that, no solution is possible. This is as true in finance as it is in crack cocaine or alcoholism. How Overhauling Derivatives Died DECEMBER 26, 2009 By RANDALL SMITH and SARAH N. LYNCH Continue reading In The News Today December 26, 2009, at 10:39 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostU.S. Economy: Orders, Claims Signal Confidence Rising “Business spending, after a long recession hiatus, is staging a comeback,” said Ken Mayland, president of ClearView Economics LLC in Pepper Pike, Ohio. “Payrolls were cut too deeply over the last year, and hence, there will be a need to rehire to some degree.” Granted, business Continue reading Jim’s Mailbox December 25, 2009, at 10:34 pm
by Jim Sinclair in the category In The News | Print This Post | Email This PostJim Sinclair’s Commentary You may recall that I told you that “QE to infinity” is where we are going. Well those that disagree will have a hard time explaining this. Forget about “until 2012.” There will be no end if funds are required. Treasury removes cap for Fannie and Freddie aid By J.W. ELPHINSTONE, Continue reading In The News Today December 25, 2009, at 10:18 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostMy Dear Extended Family, For the Grace of God there go we. Give thanks for what we have. God helps those that help themselves. Take a moment of silence for those suffering this Christmas, for there are many. It was all unnecessary. This could have been a normal, tolerable and actually good for the Continue reading Jim’s Mailbox |
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