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 Tue, 01 Feb 2011 18:50:43 +0100 http://www.dinl.net/transporter/chartOfTheWeek.php?id=56 * The US "bailout" is now fundamentally out of control- a fictitious $700 bn bailout has now turned into an "all sucking vortex" - some estimate $5 trillion. * Within the last 4 months, new public debt within the US has increased $1.5 trillion with 2 Debt Limit ceilings raised (more inside this update) * Under President Bush, the US public debt has doubled (100% increase) in 8 years from $5.7 trillion to $10.6 trillion (more inside) * My last target for the DOW of 8000 blogDINL Thu, 20 Nov 2008 16:19:01 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=56 http://www.dinl.net/transporter/chartOfTheWeek.php?id=55 It is not often that I issue alerts.  This is, however, one of those times. As I stated in the last entry,, the G7 Finance Minister, the IMF, the World Bank, Sec. of the Treasury Paulson, Fed Reserve Chairman have been in Washington D.C. deliberating about the "next steps" for the rolling / ongoing bailout. It looks like it may be a piece-meal bailout with each country to approach it as necessary.  We are told through regulated and filtered press statements, that the reaction ... blogDINL Sun, 12 Oct 2008 11:37:19 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=55 http://www.dinl.net/transporter/chartOfTheWeek.php?id=54 resources, lies, gold, bailout, reforms, depression, hyperinflation, central banks ...... * Accumulate gold, silver in physical form - coins, bars, truckloads * As I predicted, we got the rate cuts from EVERYBODY - Central Banks collude to cut * Reflation is now underway * Deflationary tendencies to be fought with EVERYTHING in the arsenal - may lead to hyperinflationary spiral * Confidence in politics, politicians, bankers, paper is lost  --  all were "asleep at the wheel" blogDINL Fri, 10 Oct 2008 10:15:47 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=54 http://www.dinl.net/transporter/chartOfTheWeek.php?id=53 * Hard assets accumulate ; mix of juniors, seniors, and physical * UK Bank of England now looks to lower rates ; Euroland likely to follow * Reflation in US likely * How for the US to handle $700 billion bailout + $600 billion Iraq War + $40 billion War on Drugs ?????? * US Housing - what floor ? * In this market, single fundamentals have no importance ; macro global considerations are more important * * * Unfortunately, the amount of work on my desk is piling up incessantly ... blogDINL Wed, 24 Sep 2008 10:27:26 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=53 http://www.dinl.net/transporter/chartOfTheWeek.php?id=52 Personal appointments in Berlin, Hamburg, Munich, Frankfurt, Zurich   Fundamental Research • Independent Asset Management * In the GMR Letter I wrote about a foreseen rise in US bankruptcies in the business sector - happening now and likely to get worse before better  √ * * * * * * * My oh my, how the winds of change are blowing.  I've been keeping my head down and following all the pundits' remarks and their mantras of how the system is ... blogDINL Tue, 16 Sep 2008 10:26:37 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=52 http://www.dinl.net/transporter/chartOfTheWeek.php?id=51 * Not out of the woods yet with regard to gold and oil - both testing major support areas ; gold could still reatreat to 750 area and be in longer trend channel Geopolitics in Georgia may be worrying for supply of oil as well as power plays in motion * In the GMR Letter I wrote about a foreseen rise in US bankruptcies in the business sector - happening now and likely to get worse before better -- Jackson Hole : what have they achieved ... a guest was from the Japanese Central Bank and told ... blogDINL Tue, 26 Aug 2008 14:41:41 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=51 http://www.dinl.net/transporter/chartOfTheWeek.php?id=50 this little blog is simply my tool to remind myself and any readers of my thoughts and anything else I deem important - more extensive charts and/or analysis takes place in the GMR Newsletter. This blog is periodic but usually updated once or twice a week. * In the GMR Letter I wrote about a foreseen rise in US bankruptcies in the business sector - happening now * The banking sector has further losses in the pipeline - we may see hundreds of US banks fail as I warned of in the GMR ... blogDINL Mon, 18 Aug 2008 10:40:58 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=50 http://www.dinl.net/transporter/chartOfTheWeek.php?id=49 this little blog is simply my tool to remind myself and any readers of my thoughts and anything else I deem important - more extensive charts and/or analysis takes place in the GMR Newsletter. This blog is periodic but usually updated once or twice a week. * a democratic President and Congress may try to socialize the credit crunch losses with higher taxes and spending programs --> puts more pressure on US Dollar. I see $1.63 to Euro in next months * Jim Rogers is right : Bernanke ... blogDINL Mon, 21 Jul 2008 13:04:22 GMT http://www.dinl.net/transporter/chartOfTheWeek.php?id=49 http://www.dinl.net/transporter/outlook.php?id=57 Weekly Outlook Sat, 28 Feb 2009 11:07:08 GMT http://www.dinl.net/transporter/outlook.php?id=57 http://www.dinl.net/transporter/outlook.php?id=56 Weekly Outlook Tue, 17 Feb 2009 15:07:10 GMT http://www.dinl.net/transporter/outlook.php?id=56 http://www.dinl.net/transporter/outlook.php?id=55 Weekly Outlook Fri, 30 Jan 2009 17:10:30 GMT http://www.dinl.net/transporter/outlook.php?id=55 http://www.dinl.net/transporter/outlook.php?id=54 Weekly Outlook Wed, 21 Jan 2009 14:38:43 GMT http://www.dinl.net/transporter/outlook.php?id=54 http://www.dinl.net/transporter/outlook.php?id=53 Weekly Outlook Mon, 12 Jan 2009 11:11:22 GMT http://www.dinl.net/transporter/outlook.php?id=53 http://www.dinl.net/transporter/outlook.php?id=52 Weekly Outlook Wed, 07 Jan 2009 09:52:40 GMT http://www.dinl.net/transporter/outlook.php?id=52 http://www.dinl.net/transporter/outlook.php?id=51 Weekly Outlook Mon, 05 Jan 2009 09:49:31 GMT http://www.dinl.net/transporter/outlook.php?id=51 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/cafeDINL.php?id=3107 It's over !!! I love this "morning wake up" - take a donut and coffee - enjoy the show !   Café DINL: Beans -Randolph Buss Wed, 15 Jul 2009 14:16:02 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3107 http://www.dinl.net/transporter/cafeDINL.php?id=3106 Our Motto Remains : “Those who survive the 21st Century shall be those individuals who can constantly re-think and  re-learn”  A. Toffler Keep it Simple & Keep You Informed Stimulate Your Thinking Save You Money Help You Avoid Pitfalls Getting Real About Your Wealth Café DINL: Espresso -Randolph Buss Wed, 08 Jul 2009 12:03:28 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3106 http://www.dinl.net/transporter/cafeDINL.php?id=3104 Café DINL: Beans -Morten Lykke Pedersen Thu, 11 Jun 2009 13:12:36 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3104 http://www.dinl.net/transporter/cafeDINL.php?id=3103 There was every indication that commodity prices would fall on Wednesday when US equities closed the trading session marginally into negative territory while the dollar strengthened a bit but specific news relating to crude oil and soy beans meant increases in these markets. The US crude oil inventories fell surprisingly by 4.4 million barrels. It had been expected that inventories would have been at more or less unchanged levels. In a report from the US Department of ... Café DINL: Espresso -Casper Andersen Thu, 11 Jun 2009 13:08:02 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3103 http://www.dinl.net/transporter/cafeDINL.php?id=3102 Short dollar positions have suffered in the past week, as the green-back staged a decent correction of the recent weeks' sell-off. Recently, however, the dollar has become increasingly correlated with the price of oil and short-term interest rates, and this could pose upside risks to EUR/USD. However, our short-term model continues to point to downside potential for the pair in the near term. We also look at how the recent concerns over the situation in the Baltics have changed ... Café DINL: Caffè Latte -Sverre Holbek Thu, 11 Jun 2009 13:05:13 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3102 http://www.dinl.net/transporter/cafeDINL.php?id=3101 Despite a weaker-than-expected development in May, the overall picture remains that exports have bottomed out. Imports roared ahead driven by strong domestic demand and commodity stock building. China: Just what the doctor ordered Café DINL: Caffè Latte -Flemming Nielsen Thu, 11 Jun 2009 13:03:44 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3101 http://www.dinl.net/transporter/cafeDINL.php?id=3100 Fixed asset investment data for May (released today) were much stronger than expected. Together with soaring home and car sales, they suggest that domestic demand in China is currently very strong. Next year there is likely to be a need to rebalance economic policy in China to prevent another asset bubble developing. China: Domestic demand roaring ahead Café DINL: Caffè Latte -Flemming Nielsen Thu, 11 Jun 2009 13:02:29 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3100 http://www.dinl.net/transporter/cafeDINL.php?id=3099 Weekly Credit Update Café DINL: Caffè Latte -Henrik Arnt Fri, 05 Jun 2009 05:55:23 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3099 http://www.dinl.net/transporter/cafeDINL.php?id=3098 Today we got details on the covered bond purchases and some negative staff projections - too negative we think. ECB meeting: Positive signals ignored Café DINL: Caffè Latte -Frank Hansen Fri, 05 Jun 2009 05:54:11 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3098 http://www.dinl.net/transporter/cafeDINL.php?id=3097 Key News Bill Gross: who is going to buy all this US debt? Citywire.co.uk ECB Keeps Benchmark Rate Unchanged, Is Unlikely to Signal Further Stimulus (Bloomberg)   Key Reports Due (WSJ): 8:30 a.m. Initial Jobless Claims For May 30 Week: Expected: -3K. Previous: -13K. 8:30 a.m. 1Q Productivity: Expected: +1.2%. Previous: +0.8%. 8:30 a.m. 1Q Labor Costs: Expected: +2.9%. Previous: +3.3%. 10:00 a.m. DJ-BTMU Business Barometer For May 23: Previous: -0.2%. 10:30 a.m. ... Café DINL: Cappuccino -John R. Crooks III Thu, 04 Jun 2009 17:05:28 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3097 http://www.dinl.net/transporter/cafeDINL.php?id=3096 Profit-taking in risky assets made headlines on Wednesday as several commodities fell sharply. This still indicates that the most recent increases were very much caused by investor flows. The crude oil inventories in the US increased unexpectedly by 2.8 mbpd. A decline of about 1 million barrels had been expected (Reuters). Market Drivers will not be published Friday due to Constitution Day Café DINL: Espresso -Casper Andersen Thu, 04 Jun 2009 09:57:09 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3096 http://www.dinl.net/transporter/cafeDINL.php?id=3095 Good morning, SEK under continued pressure due to renewed concerns about the situation in the Baltic countries. The negative sentiment affects NOK, which weakened by about 1.5% against EUR over the day yesterday. Today we will see interest-rate announcements from the ECB as well as BoE. We expect the rates to be kept unchanged in the UK as well as the euro zone. Today's other events: retail sales (EUR), weekly job figures (USD), press conference (EUR) Café DINL: Beans -Pedersen & Varming Thu, 04 Jun 2009 09:55:06 GMT http://www.dinl.net/transporter/cafeDINL.php?id=3095 http://www.dinl.net/transporter/link.php?id=29645 Currencies & Commodities Sun, 30 Jan 2011 12:35:25 GMT http://www.dinl.net/transporter/link.php?id=29645 http://www.dinl.net/transporter/link.php?id=29642 Currencies & Commodities Thu, 27 Jan 2011 14:43:36 GMT http://www.dinl.net/transporter/link.php?id=29642 http://www.dinl.net/transporter/link.php?id=29639 Currencies & Commodities Thu, 27 Jan 2011 11:04:19 GMT http://www.dinl.net/transporter/link.php?id=29639 http://www.dinl.net/transporter/link.php?id=29635 Currencies & Commodities Tue, 18 Jan 2011 05:47:07 GMT http://www.dinl.net/transporter/link.php?id=29635 http://www.dinl.net/transporter/link.php?id=29634 Currencies & Commodities - Bolton Tue, 18 Jan 2011 05:45:33 GMT http://www.dinl.net/transporter/link.php?id=29634 http://www.dinl.net/transporter/link.php?id=29623 Currencies & Commodities Fri, 14 Jan 2011 07:05:17 GMT http://www.dinl.net/transporter/link.php?id=29623 http://www.dinl.net/transporter/link.php?id=29622 Currencies & Commodities Tue, 11 Jan 2011 07:41:16 GMT http://www.dinl.net/transporter/link.php?id=29622 http://www.dinl.net/transporter/link.php?id=29621 Currencies & Commodities Tue, 11 Jan 2011 07:38:21 GMT http://www.dinl.net/transporter/link.php?id=29621 http://www.dinl.net/transporter/link.php?id=29620 Currencies & Commodities Tue, 11 Jan 2011 07:36:43 GMT http://www.dinl.net/transporter/link.php?id=29620 http://www.dinl.net/transporter/link.php?id=29612 Currencies & Commodities Fri, 31 Dec 2010 13:26:50 GMT http://www.dinl.net/transporter/link.php?id=29612 http://www.dinl.net/transporter/link.php?id=29611 Currencies & Commodities Fri, 31 Dec 2010 13:15:49 GMT http://www.dinl.net/transporter/link.php?id=29611 http://www.dinl.net/transporter/link.php?id=29609 Currencies & Commodities Fri, 31 Dec 2010 13:06:45 GMT http://www.dinl.net/transporter/link.php?id=29609 http://www.dinl.net/transporter/link.php?id=29644 Tech & Big Brother - Video Fri, 28 Jan 2011 17:49:35 GMT http://www.dinl.net/transporter/link.php?id=29644 http://www.dinl.net/transporter/link.php?id=29637 Tech & Big Brother - UFO Wed, 19 Jan 2011 09:48:40 GMT http://www.dinl.net/transporter/link.php?id=29637 http://www.dinl.net/transporter/link.php?id=29601 Tech & Big Brother - Video Thu, 23 Dec 2010 15:01:16 GMT http://www.dinl.net/transporter/link.php?id=29601 http://www.dinl.net/transporter/link.php?id=29600 Tech & Big Brother - Video Wed, 22 Dec 2010 08:50:44 GMT http://www.dinl.net/transporter/link.php?id=29600 http://www.dinl.net/transporter/link.php?id=29599 Tech & Big Brother - Fk Global Warming Wed, 22 Dec 2010 08:48:11 GMT http://www.dinl.net/transporter/link.php?id=29599 http://www.dinl.net/transporter/link.php?id=29596 People are Clueless Tech & Big Brother - Video Tue, 21 Dec 2010 13:34:28 GMT http://www.dinl.net/transporter/link.php?id=29596 http://www.dinl.net/transporter/link.php?id=29594 Total Control - Sheep Clueless Tech & Big Brother - BB US Tue, 21 Dec 2010 13:08:11 GMT http://www.dinl.net/transporter/link.php?id=29594 http://www.dinl.net/transporter/link.php?id=29585 Tech & Big Brother - Video Mon, 13 Dec 2010 15:48:05 GMT http://www.dinl.net/transporter/link.php?id=29585 http://www.dinl.net/transporter/link.php?id=29571 News German Wed, 08 Dec 2010 15:13:53 GMT http://www.dinl.net/transporter/link.php?id=29571 http://www.dinl.net/transporter/link.php?id=29404 News German Thu, 14 Oct 2010 13:27:20 GMT http://www.dinl.net/transporter/link.php?id=29404 http://www.dinl.net/transporter/link.php?id=29403 coming collapse News German Thu, 14 Oct 2010 13:23:05 GMT http://www.dinl.net/transporter/link.php?id=29403 http://www.dinl.net/transporter/link.php?id=29382 News German Sat, 09 Oct 2010 07:59:06 GMT http://www.dinl.net/transporter/link.php?id=29382 http://www.dinl.net/transporter/link.php?id=29380 News German Sat, 09 Oct 2010 07:53:13 GMT http://www.dinl.net/transporter/link.php?id=29380 http://www.dinl.net/transporter/link.php?id=29379 toast... News German Sat, 09 Oct 2010 07:47:40 GMT http://www.dinl.net/transporter/link.php?id=29379 http://www.dinl.net/transporter/link.php?id=29364 News German Thu, 07 Oct 2010 06:38:08 GMT http://www.dinl.net/transporter/link.php?id=29364 http://www.dinl.net/transporter/link.php?id=29347 News German Sun, 03 Oct 2010 10:22:58 GMT http://www.dinl.net/transporter/link.php?id=29347 http://www.dinl.net/transporter/link.php?id=29346 News German Sun, 03 Oct 2010 10:19:59 GMT http://www.dinl.net/transporter/link.php?id=29346 http://www.dinl.net/transporter/link.php?id=29345 News German Sun, 03 Oct 2010 10:17:41 GMT http://www.dinl.net/transporter/link.php?id=29345 http://www.dinl.net/transporter/link.php?id=29340 News German Sat, 02 Oct 2010 07:32:35 GMT http://www.dinl.net/transporter/link.php?id=29340