| Message | Subject | Recs | Date/Time (ET) |
| CR, your normalcy bias which has been running pretty strong the past year has fi | The Residential Real Estate Post-Crash I | 28 | 03/29/2011 11:56:07 AM |
| Among China, Japan, the EU, and the US: which of these four has the smallest ene | The Epic American Credit and Bond Bubble | | 01/24/2011 11:35:43 PM |
| GDXJ call option holders imo should have been give | Gold & Gold Stock Analysis | | 12/29/2010 07:41:24 PM |
| Because US housing is now in yet another terrible position, (despite the ongoing | The coming US dollar crisis | 6 | 12/14/2010 05:49:58 PM |
| What's charming about the deflationists is that they were wrong for 10 years, ri | The coming US dollar crisis | 7 | 11/08/2010 02:23:40 PM |
| What's intriguing to consider is the relentless increase of purchasing power of | The coming US dollar crisis | 4 | 08/27/2010 10:54:08 AM |
| I rarely link to my own work here at SI, but, I wrapped up some big picture view | The coming US dollar crisis | 13 | 08/16/2010 04:36:40 PM |
| Thanks. I wrote Dave a comment, into his stream:
http://www.declineoftheempire. | CANADIAN OIL & GAS COMPANIES | | 08/05/2010 12:11:31 PM |
| One of Jesse's finer passages on the probabilistic advantages of gold. I've been | Gold & Gold Stock Analysis | 5 | 07/22/2010 10:41:11 PM |
| Notes and Update on QE 2.0
Rosengren remarks today.
http://www.reuters.com/a | CLOWN-FREE ZONE... sorry, no clowns allo | 3 | 07/13/2010 01:48:14 PM |
| Gold is Way Under-owned Compared to Other Times When the World Sucked:
http:/ | The Residential Real Estate Crash Index | 4 | 07/02/2010 12:17:34 AM |
| The dollar has now put in a full 6 month rally. Historically that tends to a tim | The coming US dollar crisis | | 06/26/2010 02:34:38 PM |
| Nice illustration from CS how NY Real Estate never recovered.
http://www.busi | The Residential Real Estate Crash Index | 2 | 05/25/2010 01:14:02 PM |
| I thought Jeffrey Christian demolished the intellectually feeble and crack-pot-i | Gold & Gold Stock Analysis | 9 | 05/17/2010 10:41:37 AM |
| We're just waiting for the moment of pan-sovereign debt revulsion. For that to h | CLOWN-FREE ZONE... sorry, no clowns allo | 1 | 05/14/2010 11:14:52 AM |
| HUI breaks out. Looks to me like another new threshold, for a big run. I also no | The coming US dollar crisis | 3 | 05/11/2010 10:23:46 AM |
| The fundamental problem now is that the developed | The coming US dollar crisis | 7 | 05/10/2010 07:35:20 AM |
| NY POST: Feds probing JPMorgan trades in silver pit
http://www.nypost.com/p/n | Gold & Gold Stock Analysis | 10 | 05/09/2010 08:49:16 AM |
| My best guess for way forward:
1. We're going to bounce pretty hard in equity | The coming US dollar crisis | 7 | 05/08/2010 04:29:21 PM |
| Yes it's just silly to analyze mottled, spotted li | The Residential Real Estate Crash Index | 2 | 04/27/2010 09:41:39 AM |
| New York housing hits a new low on Case: http://www.businessinsider.com/sorry-ne | The Residential Real Estate Crash Index | 5 | 04/27/2010 09:29:54 AM |
| I'll assume you were pleased with the results of NGD.
I was. And hat tip to | Gold & Gold Stock Analysis | | 04/23/2010 12:17:39 PM |
| Good paragraph from David Rosenberg (who has been | The Residential Real Estate Crash Index | 7 | 04/17/2010 05:52:13 PM |
| Cantarell is sitting on a ledge at the moment after it's catastrophic 24 month d | The coming US dollar crisis | | 04/14/2010 04:22:58 PM |
| I guess I'm hardly the only person thinking about the outcome for gold and gold | Gold & Gold Stock Analysis | | 04/09/2010 05:50:27 PM |
| Lovely close in the gold market's regular session today. Really pretty. Like a w | The coming US dollar crisis | | 04/07/2010 01:37:35 PM |
| My guess is a simple combination of gold having recovered to newly bullish techn | Gold & Gold Stock Analysis | | 04/07/2010 12:02:18 PM |
| And so it begins:Newcrest Mining Offers A$9.2 Billion for Lihir Gold
http:// | Gold & Gold Stock Analysis | | 03/31/2010 07:47:48 PM |
| It's very exciting that so many believed a recovery in housing was taking place. | The Residential Real Estate Crash Index | 4 | 03/30/2010 08:34:50 PM |
| I'm sure there are some bargains, and perhaps really cheap RE in tough neigborho | The coming US dollar crisis | 9 | 03/23/2010 03:36:31 PM |
| What surprises me is how many otherwise smart people don't see (still) that the | The coming US dollar crisis | 3 | 03/23/2010 02:59:15 PM |
| Looks like the government led goose operation on houses is going to play out exa | The coming US dollar crisis | | 03/23/2010 02:31:19 PM |
| "We are the divergence we've been waiting for." :-)
All kidding aside, 100% i | The Epic American Credit and Bond Bubble | 5 | 02/25/2010 12:47:59 PM |
| Oops. Yes, what you said. Exactly.
Best,
G | The coming US dollar crisis | 1 | 02/11/2010 04:22:44 PM |
| Agree on analogs to 2007 and 2008. Would only rema | The coming US dollar crisis | 3 | 02/11/2010 02:30:48 PM |
| The Long Bomb
http://twitter.com/GregorMacdonald/status/8971963070
Best,
| The coming US dollar crisis | | 02/11/2010 01:38:31 PM |
| The markets are always tough but when markets become so fully intertwined with p | The coming US dollar crisis | 8 | 02/09/2010 04:37:25 PM |
| Cheers. I should go back and read my previous messages more often. That Obama qu | The Financial Collapse of 2001 and Beyon | | 02/07/2010 10:34:16 AM |
| Indeed it was an interesting day for the miners. Did I spot money flowing first | The coming US dollar crisis | 11 | 02/06/2010 09:57:45 AM |
| Unfortunately this is not the kind of environment right here--say next 30-60 day | The coming US dollar crisis | 1 | 02/04/2010 11:11:58 AM |
| Actually, that's why I wrote the quick post. Because gold was getting beat up. G | The coming US dollar crisis | 2 | 02/04/2010 10:18:44 AM |
| We are getting close again to those 100 dollar upside days in gold. I think it's | The coming US dollar crisis | 3 | 02/04/2010 09:05:51 AM |
| A deflationist is someone who defines the 120 months of 2000-2010 by the 7 month | The coming US dollar crisis | 8 | 02/01/2010 10:36:57 AM |
| This is a huge bear trap in gold. I could see the fabric of the world really beg | The coming US dollar crisis | 6 | 02/01/2010 12:34:49 AM |
| Shall we revisit our early Autumn thread, in which you were unequivocal that US | The Residential Real Estate Crash Index | 29 | 01/27/2010 10:13:23 AM |
| The statement from Geithner today on the Bernanke reconfirmation is the final pi | The coming US dollar crisis | 36 | 01/25/2010 12:01:06 PM |
| I read a recent issue of Grant's and as always the writing was beautiful but I f | The coming US dollar crisis | | 01/24/2010 03:20:48 PM |
| Gold looks good here. For all the "price drama" it's hanging tough between 1070 | The coming US dollar crisis | 3 | 01/22/2010 04:03:56 PM |
| Oh we get the currency crisis either way. There may be some differences in magni | CLOWN-FREE ZONE... sorry, no clowns allo | 1 | 01/22/2010 02:43:56 PM |
| This is another reason why USTreasuries are so at risk and why any easing of ref | CLOWN-FREE ZONE... sorry, no clowns allo | 2 | 01/22/2010 02:20:34 PM |
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