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To the degree that the gold price falls (and the dollar rises), we are witnessing a giant geopolitical chess game in progress……

But for the purposes of this discussion, we are talking about inflation in the real economy, not the paper economy. The link can be very tenuous at times, but the real economy…..

Ted Scott, director, UK Strategy, F&C, says, “The only way that gold can underperform is if the U.S. and other developed economies recover in a conventional way by cutting spending and raising taxes while at the same time embarking on a period of stable economic growth.”

Justice Litle: As the banksters rush to pay back TARP funds and clear themselves for year-end bonuses, the world moves closer to a hyperinflationary depression.

Bernanke Promises Something for Everyone Adam Lass, Senior Editor, WaveStrength Options Weekly Thursday, December 03, 2009 How can Bernanke solve inflation and keep the bubble going at the same time? He can’t (but please don’t tell that to the Senate). The Man in Charge has a plan. Well, probably several plans, really. After all, you … Continue reading

Gold, small caps and the U.S. dollar have had a stable three-way relationship for the better part of the 2009 rally. Now the three could be parting ways.

The “Michael Jordan of trading” is now table-poundingly bullish on gold. And the Reserve Bank of India may have just made him look like a prophet…

The U.S. dollar is doing a fair impression of the late Rodney Dangerfield – it gets no respect. But the buck doesn’t need respect to rally hard in the wake of a major squeeze…

A reader writes,

I never thought that you “confused the natures of Planet Real and Planet Paper.” You have always seemed positive that the King does not wear clothes, despite the calls for their [existence]. Mister Market is….

The dollar bulls’ chicken dance is about to come to a crashing end.

For the past few days, the dollar bulls have been all full of “P&V” (a technical term I learned from my Irish granddad). We’re talking chicken dances here. I think we even saw a bunch of traders down in the CME pits doing the wave.