Macro | Global Strategy & Investment Trends http://www.dinl.net en-US http://www.dinl.net/images/Logo_DINL_RSS.gif http://www.dinl.net 144 31 Wed, 08 Sep 2010 09:47:55 +0200 http://www.dinl.net/transporter/guestArticle.php?id=3039     Booyah. It's morning in America. The jobless numbers are stabilizing, the stock market is sizzling, quarterly earnings came in better than expected, traders have turned bullish, housing is showing signs of life, and clunker-swaps have given Detroit a well-needed boost of adrenalin. Even Cassandra economists --like Paul Krugman and Nouriel Roubini--have been uncharacteristically optimistic. Is is true; did we avoid a Second Great Depression? Is the worst really behind us? Maybe. Guest Article:Mike Whitney Mon, 17 Aug 2009 16:45:08 GMT http://www.dinl.net/transporter/guestArticle.php?id=3039 http://www.dinl.net/transporter/guestArticle.php?id=3038 Buried amid news stories about World Breastfeeding Week, World Suicide Prevention Day and World Rabies Day, the WHO has a small item gving the latest supposed count of "laboratory" confirmed H1N1 cases.  It is something on the order of 55,000 persons worldwide since this April at a factory pig farm in Veracruz, Mexico  a smaill child got ill and thw world was told of a deadly new "Swine Flu" that was alledgedly spreading from pig to person.  Yet the US government is gearing ... Guest Article:F. William Engdahl Thu, 02 Jul 2009 08:04:12 GMT http://www.dinl.net/transporter/guestArticle.php?id=3038 http://www.dinl.net/transporter/guestArticle.php?id=3037 Why has the stock market been on a 3-month tear when the economy is undergoing the worst economic contraction since the Great Depression? The S&P 500 has shot up 40% from its low on March 9 and the Dow Jones Industrials have followed close behind. Is this a typical bear market rally or is the invisible hand of the Fed goosing the markets? Everyone seems to agree that the Fed's multi-trillion dollar quantitative easing (QE) is the jet-fuel that's put stocks into orbit. But how Guest Article:Mike Whitney Thu, 02 Jul 2009 07:58:34 GMT http://www.dinl.net/transporter/guestArticle.php?id=3037 http://www.dinl.net/transporter/guestArticle.php?id=3036   editors go even further than this article - One of those investments may be one you€ve never heard of before. Yet it has given our subscribers 54% returns in 2008 – at the same time the common stock market was plummeting. Read our brand-new report here Are we there yet? Are we there yet? We gold bugs are like little kids on a trip to the zoo; we just can€t wait to get there. “There” being the elusive point in time when the gold mania (no, make ... Guest Article:Jeff Clark Thu, 11 Jun 2009 14:40:31 GMT http://www.dinl.net/transporter/guestArticle.php?id=3036 http://www.dinl.net/transporter/guestArticle.php?id=3035 This week, Team Obama took their dog and pony show on the road. Treasury Secretary Geithner went to China, Fed Chairman Bernanke to Capitol Hill, and the President himself began a Mideast tour in Saudi Arabia. This full-court press is not coincidental, and comes just as the federal government has begun unloading trillions of dollars in new Treasury obligations. The coordinated charm offensive is meant to assure the world-at-large that the United States can repay these obligations ... Guest Article:Peter Schiff Sat, 06 Jun 2009 09:50:16 GMT http://www.dinl.net/transporter/guestArticle.php?id=3035 http://www.dinl.net/transporter/guestArticle.php?id=3034 Dear Friends: One of the first things you learn about analyzing a company is how to dissect a balance sheet. What assets and liabilities can be deployed by a company to create equity over time? I've enclosed a fascinating variant on this process. Take a look at how STRATFOR has analyzed the "geographic balance sheets" of the US, Russia, China, and Europe to understand why different countries' economies have suffered to varying degrees from the current economic crisis. Guest Article:John Mauldin Fri, 05 Jun 2009 09:52:25 GMT http://www.dinl.net/transporter/guestArticle.php?id=3034 http://www.dinl.net/transporter/guestArticle.php?id=3033 There is no doubt that the equity markets have been rising in recent weeks. It would be foolish to argue with that fact. There is also no doubt that those who have "played" the rise will have made significant profits during the past few weeks. Indeed, according to the chart below - courtesy Bigcharts.com - the Dow Jones Industrials Index has risen by over 30%. To those who caught that particular wave: Well done! Of course, there is a reason this analyst has chosen to reflect a Guest Article:Brian Bloom Fri, 05 Jun 2009 09:35:04 GMT http://www.dinl.net/transporter/guestArticle.php?id=3033 http://www.dinl.net/transporter/guestArticle.php?id=3032 This analysis seeks to update the UK Recession Watch (Feb 09) that forecast a recession which would see GDP peak to trough contraction of 6.3% and followed by economic recovery in the fourth quarter of 2009. In conjunction with the economic analysis, this article will also seek to forecast the date of the next general election as well as outcome of the vote in terms of MP seats per major party. The recession to date has seen GDP contraction of 4% which implies that the worst now 'shou Guest Article:Nadeem Walayat Fri, 05 Jun 2009 08:55:03 GMT http://www.dinl.net/transporter/guestArticle.php?id=3032 http://www.dinl.net/transporter/guestArticle.php?id=3031 Choose your poison: the trickle of excess cash or the trickle of excess bond redemptions... first time the says we gold buyers are "" - a word which all too often follows on from "gold" in the financial media. I should rise above this sort of thing. What does it matter if the thinks me nuts? But I find I'm irritated, both for myself and on the collective behalf of successful gold investors. I don't think we deserve to be called "nuts" after our ... Guest Article:Paul Tustain Thu, 04 Jun 2009 17:12:27 GMT http://www.dinl.net/transporter/guestArticle.php?id=3031 http://www.dinl.net/transporter/guestArticle.php?id=3030 It is becoming painfully obvious that the Fed, Treasury, and Administration's disastrous recovery plan hinges on the devaluation of the U.S. dollar. Their specious strategy stems from the belief that a falling currency can re-ignite exports and spark a recovery in manufacturing while putting a floor in U.S. asset prices. But just as the President's initials indicate, the plan stinks of B.O. Firstly, a falling currency does nothing to expand a country's exports or domestic ... Guest Article:Michael Pento Thu, 04 Jun 2009 17:11:27 GMT http://www.dinl.net/transporter/guestArticle.php?id=3030 http://www.dinl.net/transporter/guestArticle.php?id=3029 I thought that I would send out a quick update on the gold sector to show where prices stand from a technical point of view for those of your wondering what to do with today's sell off. Monthly Gold Bugs Index - Gold Stocks This chart clearly shows that gold stocks are at levels, which are creating resistance from previous highs and lows. This chart looks bearish at first glance because of the resistance level, it's important to take into account the MACD and price performance Guest Article:Chris Vermeulen Thu, 04 Jun 2009 10:29:45 GMT http://www.dinl.net/transporter/guestArticle.php?id=3029 http://www.dinl.net/transporter/guestArticle.php?id=3028 "The True Story of the Bilderberg Group" and What They May Be Planning Now A Review of Daniel Estulin's book For over 14 years, Daniel Estulin has investigated and researched the Bilderberg Group's far-reaching influence on business and finance, global politics, war and peace, and control of the world's resources and its money. His book, "The True Story of the Bilderberg Group," was published in 2005 and is now updated in a new 2009 edition. He states ... Guest Article:Stephen Lendman Thu, 04 Jun 2009 06:41:18 GMT http://www.dinl.net/transporter/guestArticle.php?id=3028 http://www.dinl.net/transporter/guestArticle.php?id=3027   What if deflation wins? While we think the odds are strongly stacked against it, particularly given the government's furious pace of money printing, the prudent investor understands - and respects - the time-tested adage, "Nothing is guaranteed." So while our chips sit squarely on the spot marked "inflation," what will happen to gold stocks if we're wrong? The most notable example of what happens to gold stocks in a prolonged deflationary environment is ... Guest Article:Jeff Clark Thu, 04 Jun 2009 05:37:27 GMT http://www.dinl.net/transporter/guestArticle.php?id=3027 http://www.dinl.net/transporter/guestArticle.php?id=3026 I will not keep you in suspense. I believe that the greater risk for the global economy in general and the U.S. economy in particular is inflation, not deflation. I arrive at this conclusion both on secular and cyclical grounds. Let us begin by discussing the secular issues. In the U.S., the Great Inflation of the mid 1970s to early 1980s was counteracted by absolutely and relatively high inflation-adjusted federal funds rates initiated by former Fed Chairman Paul Volcker (see Chart 1). Guest Article:Paul L. Kasriel Wed, 03 Jun 2009 16:46:27 GMT http://www.dinl.net/transporter/guestArticle.php?id=3026 http://www.dinl.net/transporter/guestArticle.php?id=3025 Yesterday, after a painfully long death spiral, General Motors finally filed for Chapter 11 bankruptcy protection. Oftentimes, bankruptcy portends rebirth. Unfortunately, the politically-inspired GM plan holds no such possibilities. Under the current deal, the restructuring of GM will cost taxpayers some $100 billion (after the hidden costs of interest and refinancing are included). Even then, it is highly unlikely that GM will ever be competitive or that its debts will ever be repaid. ... Guest Article:John Browne Wed, 03 Jun 2009 08:58:15 GMT http://www.dinl.net/transporter/guestArticle.php?id=3025 http://www.dinl.net/transporter/guestArticle.php?id=3024 The charts below quickly give you a visual as to where each commodity is trading in relation to intermediate and short term support and resistance levels, chart patterns and trend lines. Commodities are on the run. Gold is forming an amazing reverse head & shoulders pattern and is about to test resistance. Silver is shining bright as it continues to surge higher out of a solid bull flag pattern. And crude oil continues to make new multi month highs after breaking out of its cup & Guest Article:Chris Vermeulen Mon, 01 Jun 2009 15:06:11 GMT http://www.dinl.net/transporter/guestArticle.php?id=3024 http://www.dinl.net/transporter/guestArticle.php?id=3023 * This Way Be Dragons * A Housing Update * More Prime Foreclosures In Our Future * Are We Paying Too Much for Health Care? Naples, London, and Home for June In fantasy novels the intrepid heroes come across a sign saying "This Way Be Dragons." Of course, they venture on, facing calamity and death, but such is the nature of fantasy novels. We live in a very real world, and if we don't turn around there will be some very nasty dragons in our future. This week we look ... Guest Article:John Mauldin Sat, 30 May 2009 11:29:04 GMT http://www.dinl.net/transporter/guestArticle.php?id=3023 http://www.dinl.net/transporter/guestArticle.php?id=3022 During the height of New York City's financial crisis in the 1970's, President Gerald Ford had the good sense to turn down Mayor Abe Beame's request for a federal bailout. The refusal prompted the famous New York Post headline, "Ford to City: Drop Dead." More than 30 years later, as California Governor Arnold Schwarzenegger makes a similar plea to Washington, I hope President Obama will show similar restraint. Unfortunately, given Obama's recent string of unwise Guest Article:Peter Schiff Fri, 29 May 2009 19:30:17 GMT http://www.dinl.net/transporter/guestArticle.php?id=3022 http://www.dinl.net/transporter/guestArticle.php?id=3021 May 28 2009 The USD is in wave b down, currently in wave 5 of (C). We should see further downside before a strong rally in wave c up. Crude is in wave b up, currently in wave 5 of (C). Crude is an excellent example of a bear market correction, since we would want to see at least 3 waves (an abc) complete from the peak. If you are not familiar with Elliott Wave, you can examine the completed decline on any chart that has had a parabolic advance in a so called bubble. The decline ... Guest Article:Dan Stinson Fri, 29 May 2009 10:14:24 GMT http://www.dinl.net/transporter/guestArticle.php?id=3021 http://www.dinl.net/transporter/guestArticle.php?id=3020 By Doug Hornig, Editor, Tuesday, October 9, 2007 started as a nice day in New York City. A lovely early fall day, with the temperature still a balmy 80° at 2:00 in the morning. By evening, though, the temperature had dropped twenty degrees, the clouds had rolled in, there was thunder and rain. As with the weather, there were some hints of trouble here and there on Wall Street. But all in all, things could not have seemed better. Little did we know, the stormy end of 10/9/07 signaled a Guest Article:Casey Research Team Fri, 29 May 2009 10:09:08 GMT http://www.dinl.net/transporter/guestArticle.php?id=3020 http://www.dinl.net/transporter/guestArticle.php?id=3019 The technical outlook on the silver market does not look all that strong when looking from a distance. I like to keep eye on the longer term trend lines for possible support and resistance levels which are easily missed if you only follow the daily charts. Silver had an incredibly positive up move since mid of april. After establishing a low around $11.60 over 6 weeks ago it´s up more than 31% as I write this. Gold only went up around 11.5% during the same time. The Gold/Silver Ratio ... Guest Article:Chris Vermeulen Fri, 29 May 2009 10:08:39 GMT http://www.dinl.net/transporter/guestArticle.php?id=3019 http://www.dinl.net/transporter/guestArticle.php?id=3018 Collapsing home prices and credit markets continue to put downward pressure on consumer spending, forcing the Federal Reserve to take even more radical action to revive the economy. Last week, Fed chief Ben Bernanke raised the prospect of further monetizing the debt by purchasing more than the $1.75 trillion of Treasuries and mortgage-backed securities (MBS) already committed. The announcement sent shock-waves through the currency markets where skittish traders have joined doomsayers in Guest Article:Mike Whitney Thu, 28 May 2009 12:53:18 GMT http://www.dinl.net/transporter/guestArticle.php?id=3018 http://www.dinl.net/transporter/guestArticle.php?id=3017 "Socialism is the philosophy of failure, the creed of ignorance and the gospel of envy," said Winston Churchill. Although it inevitably lowers living standards, socialism feels good - at least at the outset - as "free money" flows in great abundance. Keep this in mind as we examine the "good news" about consumer confidence. Last week, it was reported that consumer confidence has seen an unexpected lift. In response, the sluggish stock market saw a manic 196- Guest Article:John Browne Thu, 28 May 2009 10:00:50 GMT http://www.dinl.net/transporter/guestArticle.php?id=3017 http://www.dinl.net/transporter/guestArticle.php?id=3016 "Socialism is the philosophy of failure, the creed of ignorance and the gospel of envy," said Winston Churchill. Although it inevitably lowers living standards, socialism feels good - at least at the outset - as "free money" flows in great abundance. Keep this in mind as we examine the "good news" about consumer confidence. Last week, it was reported that consumer confidence has seen an unexpected lift. In response, the sluggish stock market saw a manic 196- Guest Article:John Browne Thu, 28 May 2009 09:54:38 GMT http://www.dinl.net/transporter/guestArticle.php?id=3016 http://www.dinl.net/transporter/guestArticle.php?id=3015 Gold stocks have been performing well but I cannot help but notice that the gold sector has reached a major resistance levels on the monthly chart. As much as I would like gold stocks to continue higher we must be ready for a pullback. I have moved my stops higher to lock in profits from the recent rally in price. If the price breaks down from here I will be sitting in cash having made a decent profit, and I waiting for the next low risk entry point buy or short gold. You can see ... Guest Article:Chris Vermeulen Thu, 28 May 2009 09:49:10 GMT http://www.dinl.net/transporter/guestArticle.php?id=3015 http://www.dinl.net/transporter/guestArticle.php?id=3014 First, we wish to state for the record that there is no meaningful difference in the intermediate and long-term market opinions held by the astute Mr. Prechter and those held by this analyst. Secondly, we would like to note that we hold the utmost respect for Mr. Prechter€s talents, skills, contributions, and achievements in both his publishing empire, and in his eloquent and brilliant sharing of Elliott Wave Theory. Without Mr. Prechter, this analyst would not exist in this ... Guest Article:Joseph Russo Thu, 28 May 2009 09:48:25 GMT http://www.dinl.net/transporter/guestArticle.php?id=3014