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We have noted previously that short-sellers have been crushed this year as many of the best performing stocks have also been some of the most heavily shorted stocks. So far in December, however, short-sellers have been getting a bit of a respite. Of the 29 names listed, only 8 are up so far this month. All in all, these 29 stocks have averaged a decline of over 4% this month compared to a loss of just 0.62% for the S&P 1500. It looks as though Christmas has come early for the short-sellers this year. Here's the list of all 29 stocks and how they have performed to date.

Each December we publish a list of investment themes that we feel are critical to the coming year. Below are our expectations for the U.S, Japanese and European stock markets, municipal bonds and gold.

The next black swan is already staring us in the face. It's out of control currency debasement and it's going to be a collapse in the purchasing power of the US dollar. [After all,] does anyone seriously think that we can print trillions of dollars out of thin air for five years and not eventually have something bad happen?

The decline is holding near the last swing low. Will the June low hold? The odds are greater for the low not holding, based on the trend, but there is no way to determine the probability of the June low giving way, for it is possible it will not.

The stock market is likely to experience a 4-year overall market loss of -25%, followed by positive 9% average annual total returns for the S&P 500 over the subsequent 6-year period, which would compound to produce a 10-year total return averaging 2.3%.

The People’s Bank of China is reported by Bloomberg to have said that it will rein in dollar purchases as the country no longer benefits from increases in its foreign-currency holdings...What implications will this have? I believe that we'll see the start of a U.S. dollar collapse. Here's why

Royalty and streaming companies are not as safe as owning bullion intelligently stored, but they’re safer than the typical miner, with considerable upside margin over metals prices if things turn around from here.

When it comes to the Internet, nobody is ever entirely safe. Every major website & company is being targeted - big banks are being hit "every minute of every day" - with sophisticated cyber attacks which have increased 42% in the past year. The amount of money being stolen is absolutely staggering. At some point it going to cause some major league problems. It is just a matter of time.

Fed Chair Bernanke vehemently denies that the Fed “monetizes the debt,” but our research shows the Fed may be increasingly doing so. We explain why and what the implications may be for the dollar, gold and currencies.

The dramatic rise in Bitcoin is the best reminder for all those buying and holding physical gold and silver, for whatever length of time and at whatever price, better days are assured. It is just a matter of time.