Viewing articles by Jim Sinclair

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The test for whether one is living in a police state is that those who are charged with enforcing the law are allowed to break the laws with impunity. – Jon Roland  (1944-) founder of the Constitution Society   I do believe that historians of the future will come to see the "too big to… Read more »

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Jim, It looks like the EU/IMF will swallow their pride and pay Ukraine’s bill for Gazprom. Since neither Ukraine nor Bulgaria are part of the EU, I am not sure why South Stream is considered a breach of EU law. South Stream makes a lot of sense for Russia. CIGA Craig UPDATE 2-EU agrees to… Read more »

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Putin expects UN to condemn Kiev’s use of force in E. Ukraine  DEBKAfile April 15, 2014, 9:30 PM (IDT) Russian president Vladimir Putin told UN Secretary Ban Ki-moon Tuesday that the UN and international community must condemn the use of force by the Ukrainian authorities in eastern Ukraine and its  “anti-constitutional actions.” The Kremlin press… Read more »

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Jim Sinclair’s Commentary The latest from John Williams’ www.ShadowStats.com – First-Quarter 2014 Retail Sales Contracted at Annualized Pace of 1.6% – Unadjusted March CPI-U Inflation of 0.6% Was Squashed to 0.2%, Hit Hard by Seasonal Adjustments for Third Month – March Annual Inflation: 1.5% (CPI-U), 1.4% (CPI-W), 9.2% (ShadowStats) – Real Average Hourly Earnings Dropped… Read more »

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Jim, Given Bandar’s close US relations, I wonder if the change is due to the King’s desire to pivot East towards China? CIGA Craig Saudi king replaces intelligence chief Bandar By Associated Press, Updated: Tuesday, April 15, 12:14 PM RIYADH, Saudi Arabia — Saudi Arabia’s king has appointed a new intelligence chief, Youssef al-Idrisi, replacing… Read more »

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Jim Sinclair’s Commentary The latest from John Williams’ www.ShadowStats.com. – First-Quarter Retail Sales Contracted Net of Likely Inflation – Shifting and Unreported Seasonal Factor Changes Boosted Headline Numbers in Advance of the Annual Benchmark Revision – Consumer Liquidity Remains Structurally Impaired "No. 619: March Retail Sales, Consumer Liquidity" Web-page: http://www.shadowstats.com   BRICS countries to set… Read more »

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Jim, Looks like another unanticipated consequence of ZIRP. CIGA Craig ‘Synthetic cash repatriation’ — why corporate cash and debt are surging at the same time April 14, 2014, 12:15 PM ET It’s a bit of a paradox to think that corporate cash and corporate debt are increasing at the same time. After all, if companies… Read more »

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Ukraine gives rebels deadline to disarm or face military operation By Conor Humphries and Thomas Grove KIEV/SLAVIANSK, Ukraine (Reuters) – Ukraine has given pro-Russian separatists a Monday morning deadline to disarm or face a "full-scale anti-terrorist operation" by its armed forces, raising the risk of a military confrontation with Moscow. Angered by the death of… Read more »