October 6, 2010 · 5 comments
in Asia, BRIC, China, G20, collapse, currencies, emerging markets, exchange rates, forex, international economy
When you tally up all the pros and cons, on balance it is quite surprising that the US is officially championing the appreciation of the yuan against the USD. Even when you think about the supposedly increased attractiveness of all those US exports that would ensue, it still doesn’t make a lot of sense on [...]
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November 27, 2009 · 10 comments
in US Treasury, USD, central banks, commodities, currencies, foreign investment, forex, gold, hyperinflation, inflation, international economy, mining, precious metals, resources, wealth protection, world reserve currency
A gold tsunami is at our doorstep. It’s not about a bubble, trade or even a wall of fear. It might be partly some of each of those things, but that’s because it’s much, much bigger than each of those things. And I’m no gold bug – nor do I keep a cabin hideaway full [...]
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