Fed

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A new twist on “Operation Twist”

Just when we think that Bernanke has exhausted his ability to come up with harebrained schemes to distort prices, he proves us wrong.

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Gold and the End of QE2

After months of consolidation, gold has rallied to make new all-time highs. Depending on your position size, $1320, $1350, and $1375 were points to add. I nibbled above $1320, but missed $1350. No problem: I have a very healthy long position and I am not inclined to get leveraged here. That being said, I will add … Continue reading

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Outlook for 2010 & A World First

This year will initially see a continuation of the trends established in 2009. I understand that this seems like a bland statement. The stock market reads future trends and outcomes at times and has factored (government sponsored) growth this year. Thanks to the vast overflow and after effect of the stimulus capital flows this will come to pass initially and therefore I consider that the highest probability is that the stock market rally will continue in the first half.

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