Crescat

The latest FinReg incarnation gets a couple of things right, notably pushing some derivatives trading to clearinghouses and exchanges, requiring collateral to support derivatives trading, and creating a mechanism to facilitate wind-down of systemically important yet failing institutions. Sadly, however, the bill otherwise seems to deliver the worst of both worlds. It doesn’t address the [...]

Posted: June 28, 2010 by Dan H. (Financial Sector Bust, Uncategorized)
Comments: 2 Comments

Rob McEwen, founder and former chairman and CEO of Goldcorp, who grew the company from $50 million to over $10 billion in market cap, identifies pre-conditions today for hyperinflation: http://www.mineweb.com/mineweb/view/mineweb/en/page72068?oid=106057&sn=Detail&pid=92730

Posted: June 11, 2010 by Kevin S. (Global Fiat Currency Crisis)
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Matthew Simmons claims the size of the gulf oil spill and its implications are substantially larger than acknowledged.  As the “peak oil” experts have been saying for some time, the reason that worldwide oil production is soon to peak is not that vast amounts of marginal oil are not out there (e.g. in deepwater and [...]

Posted: June 10, 2010 by Kevin S. (Scarce Energy Resources)
Comments: 2 Comments

Jim Rogers warns about inflation, money printing, highlights strong value in silver at today’s prices. http://www.heraresearch.com/images/HRN_20100603_Part_03_Interview.pdf

Posted: June 8, 2010 by Kevin S. (Commodity Supercycle, Fixed Income Bubble, Global Fiat Currency Crisis)
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http://www.youtube.com/watch?v=H0sS6a9RW2E It’s an hour long but a must view in my opinion.   Almost all Crescat themes reinforced with some important new angles.  Faber really seems to pull it all together this time.

Posted: June 4, 2010 by Kevin S. (Commodity Supercycle, Emerging Markets, Fixed Income Bubble, Global Fiat Currency Crisis)
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http://www.nytimes.com/2010/05/27/opinion/27einhorn.html?pagewanted=1&th&emc=th

Posted: June 2, 2010 by Kevin S. (Fixed Income Bubble, Global Fiat Currency Crisis)
Comments: No Comments