At the end of the day the gold price is not a mystery – it's a proxy for dollar weakness. After spending the previous fall and winter testing new nominal highs above $1,800, future investors may come to view...2012 as the opportunity of the decade. Gold has shown its strength and retreated. While most investors will take that as a signal that the market has topped, some will take advantage of the general trepidation to add to their positions at hundreds of dollars off the highs. Words: 700

There has been a persistent fear among...owners of gold that...their gold will be confiscated by their governments, as was the case in 1933. For very different reasons, we believe that that danger persists and is growing by the day. We feel that because gold is rapidly returning to an active role in the global monetary system...investors should be aware of the conditions in which this would happen. We also indicate what we feel to be a solid solution for protecting yourself against a gold confiscation. (Words: 1581: Charts: 2)

Mexico, with the world's 13th largest GDP, is no longer a "Third World Country", but rather a fast growing, economically secure state. [Mexico is a great place to visit for a week or the winter, take early retirement to, and/or to invest in. This article outlines the new economic reality of the country.] Words: 785

[In spite of all that is seemingly wrong with the U.S. economy] I think we are on the verge of entering the euphoria stage of this cyclical bull market where traders become convinced that QE3 is a magic elexir with no unintended consequesnces. [As such,] I see a strong acceleration and a significant and sustained breakout above the S&P 500 September high of 1475. (Words: 264 + 3 charts)

NOone is expecting rampant inflation. After all, the CPI is low with nothing happening in spite of all this money printing. While there has been no fallout I think that is the critical point. You cannot do these kinds of things we are doing forever and not experience any consequences. Sooner or later there are going to be consequences to what we are doing, and my fear is that it is going to be nasty, catch a lot of people off guard, and really hurt our society. That is the bottom line and why I am buying gold and silver, still, to this day. Words: 795

The biggest danger to our society will be food prices and food costs....Productivity of grains has fallen to 1.2% per year which matches population growth exactly leaving society with no safety margin. [In addition,] there is a coming shortage of two fertilizers which occur exclusively in nature...so once the supply is gone, it’s gone forever - and this can only mean that commodity prices are going higher - much higher. Words: 585

If I had to guess, I would say that a majority of people in the country still view the housing market in a negative light. They note: •the still-large overhang of foreclosed properties, •the still-low rate of new housing starts, and •the still-depressed level of housing prices in many parts of the country but that is looking at the market from a static viewpoint. There have been some very important improvements in the housing market over the past 18 months...that have all the makings of a clear turnaround that is underway and likely to continue. [Let me explain.] Words: 388

We’ve all heard countless times from mainstream economists, policymakers, and their ilk that America is somehow immune from consequences. They always pin their argument on the dollar standard. ‘Our’ central bank issues the reserve currency of the globe and that alone immunizes us from any repercussions. The 25% unemployment of Spain and Greece? The 50% unemployment among the young people in Spain? Forget about it! Never going to happen here because our paper is better than everyone else’s. Right? Sounds good, but only if you take them at their word and ignore the realities that lie just under the surface. [Let's take a closer look those realities.] Words: 2220

Financial repression occurs when governments channel funds into their own sovereign bonds in order to reduce debt levels through mechanisms such as directed lending, caps on interest rates, capital controls, debt monetization, or by other means. The promise of financial repression is that it will hold down government borrowing costs and reduce government debt levels, but critics argue that financial repression merely targets the producers of society, i.e., the middle class, and therefore harms the economy. Let's take a look at financial repression ands its supposed pros and cons. Words: 1486

There is a substantial debate about what asset, if any, gold price relates to or responds to....We think the most logical factor in its price as a form of money would be the ratio of the currency in circulation versus the amount of gold that could be associated with that currency...We have heard some strong opinions to the contrary...that perhaps some other assets other than currency in circulation could be used to explain gold price behavior, and therefore provide some gauge of over and under valuation in the market price. [We look at 14 different assets below.] Words: 586