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XMFSinchiruna (27.15)

December 2008

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31

2008 captured in a cartoon

December 31, 2008 – Comments (4)

Remember, we have more ponzi schemes left to uncover in the new year... including the USD.

Happy New Year, Fools!

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20

Asia in best position to absorb shocks of financial crisis

December 30, 2008 – Comments (2)

Building upon my working hypothesis...  [more]

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30

Confusing action in the ProShares index ETFs

December 23, 2008 – Comments (12)

Well ... I was quite surprised this morning by the double digit declines in the ProShares ETFs which I track on very low volume. For a moment, I thought maybe something had burst structurally within the funds in terms of their derivative contracts,... but in case anyone else is as perplexed as I was, the following news piece (which I clearly overlooked) makes all the difference:   :)   [more]

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38

Today Will be Seen as the 'Good Ole Days'!

December 22, 2008 – Comments (36)

An indispensibe 3-minute dose of reality   [more]

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32

Coming Soon to a Theater Near You?

December 21, 2008 – Comments (15)

If you've seen that horrible 'reality' show about the repo men here in the U.S., then picture those same people having permission to enter your home and use force against you while seizing your belongings to satisfy a debt to a company that more than likely pressed the debtor into distress by leveraging that debt 30 or more times through derivative contracts then later became worthless, freezing credit around the world, and reducing entire economies to shreds. After all their abuses, those same companies are preparing to wage war upon the citizenry to collect debt even though their inability to pay the debt was caused more by the actions of the lenders than the debtors. I know this news piece refers to Britain only, but the story will be similar here. The banks and their accomplices have robbed the populous blind, destroyed their livelihood as a consequence of their impropriety, and now will rake the downtrodden over the coals as they repossess homes and property en masse.  [more]

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33

TMFSinchiruna's pick for Best Stock for 2009

December 18, 2008 – Comments (10) | RELATED TICKERS: AEM

Well, Fools, I had to think long and hard about this one. Of course, anyone who knows me will not be surprised that I never considered anything other than a precious metals miner given everything I've been reporting throughout 2008, but even from among the gold and silver miners the decision was a tough one. I ended up with Agnico-Eagle Mines, and the article explains my reasons.   [more]

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30

Fed Announces it will Print as Much Money as Necessary

December 18, 2008 – Comments (12)

As I peruse the news, I can't believe just how many incredible events are being revealed to the population all at once, with no chance that an average Joe can track nor even understand the true scope or severity of the situation. I placed a few of the more amazing portions of this NYT article in bold to make the point. We ... are in trouble here.   [more]

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20

The Commodity ETFs in focus

December 17, 2008 – Comments (4)

 Relative performance of commodity ETFs over last 3 months   [more]

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28

USD: The Long View

December 17, 2008 – Comments (11)

The decline in the USD in recent days from 90 to below 80 marks a move of historical significance, and in the context of the crisis interventions by the Fed and Treasury, create a worldwide crisis of confidence in our greenback:   [more]

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43

Jim Rogers' starkest warnings yet about the U.S. Dollar - A Must Listen!

December 16, 2008 – Comments (19)

Even those who don't share his views could stand to hear this interview, as it's critical at this juncture to be watching the dollar closely on a structural level. Our currency is presently on very shaky ground fundamentally, placing our economy at risk from moves by foreign nations -- namely China -- to flea from dollar assets to protect their reserves. Those who suggest that China won't continue liquidating dollar assets (they've already unloaded enormous quantities of U.S. agency debt) because they would be shooting themselves in the foot need to consider an alternate scenario ... where a China has no choice but to liquidate dollars once the U.S. currency slips into technical, sustained, and unfortunately unstoppable decline.  [more]

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20

SIPC coffers will be emptied by Madoff ... and then some!

December 16, 2008 – Comments (5)

A U.S. District Judge on Monday declared that victims of the Madoff scandal are eligible for protection under the SIPC. Since the Madoff empire included an in-house brokerage, the ruling seems to make perfect sense, so in that sense this is more an invocation of presumed federal insurance coverage than a bailout, per se. But, in effect, it's still a bailout. Here's why.  [more]

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47

Federal Reserve sets stage for Weimar-style Hyperinflation

December 15, 2008 – Comments (20)

Just passing this along to my fellow Fools. :) For your consideration ...  [more]

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32

Sinchi Alert: Industrial indicators offer a window into 2009

December 12, 2008 – Comments (2)

I've just completed four articles in a row developing a topic that I believe will be relevant to shaping how 2009 may play out. There are so many factors at play around the world right now that I guess anything could change, but for now it looks as though Asia is preparing to gear through the short-term disruption of industrial demand by maintaining or even expanding production capacity in some very key sectors.   [more]

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28

Why gold should recover significantly in 2009

December 11, 2008 – Comments (3)

Yet another nice treatment of the topic ... for graphics best to follow the link and then come back to comment. :)   [more]

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21

The next bubble to burst? What about Treasuries? Yikes!

December 11, 2008 – Comments (3)

Fools you've known me for a while, or who read my article out yesterday, know I have disdain for the word bubble. I consider it a grossly overused term with misleading undertones that often clouds the greater complexities of what is occurring in the trenches. Nonetheless, just as I I couldn't resist the temptation to employ the term for my article above about the imminent resumption of the bull market for metals, so too could I not resist posting this thought-provoking Bloomberg article suggesting the market for Treasuries could be the next bubble. We've all seen discussions of the topic before ... the "what hapens when no one wants to buy more of our debt" theoretical disscussions ... but now that Treasury yields have turned negative, the theoretical discusion starts to look al too realistic.  [more]

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25

Gold Backwardation Explained

December 09, 2008 – Comments (9)

Something big is brewing in the gold market. The increasing demand of physical delivery of bullion from the COMEX threatens to throw that futures exchange into default as nearly happened in Vietnam in September (only they changed the rules to avoid a default).Now, I suspect the COMEX would also change the delivery rules before letting itself run into a default situation, but that act alone... a sudden shift in policy that separates investors from their gold on an exchange with COMEX's visibility would, in my opinion, lead to the mother of all spot price rallies.  [more]

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23

The $8.6 Trillion Question

December 09, 2008 – Comments (11)

Just fanning the flames of that never-ending inflation / deflation debate. :)  [more]

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24

The Biggest Losers of 2008

December 08, 2008 – Comments (1)

I've had my share of losing stocks dragging down my CAPS portfolio since the summer, but I decided to take a closer look at some of the companies with horrendous losses to their share price over 2008 that still retain popular support among the CAPS community. As CAPS members, these are your collective votes for the best of the worst... that is, the best stocks from among the wreckage of 2008's painful declines. I hope you enjoy the article, and as always welcome your thoughts and feedback!   [more]

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31

The Manipulation of Gold Prices ...

December 05, 2008 – Comments (14)

... is so very obvious. Anyone who follows the daily charts as I do will see that like clockwork gold and silver are hammered southward minutes after the 8am NY open day after day after day after day ... only to be bought back on the overseas markets so they can do it all over again on the COMEX. Those who follow my work also know that I track the long and short gold positions of the major investment banks on the TOCOM, the Tokyo exchange, where parties in transactions are actually listed by name (I know, a novel concept). The article linked here does a great job of explaining / positing what is going on behind the scenes that no one seems willing to talk about.  [more]

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21

Gold Buyers Smash Records!

December 03, 2008 – Comments (8)

The conclusions should come as no surprise to anyone who's been following gold, but the data is worthwhile to review. Also, here is a link to the World Gold Coucil's quarterly report on which the below article excerpts are based. Unfortunately, it requires a login to view the full reports.   [more]

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27

As tax revenue decreases for budget-stressed municipalities, the revenue will come from somewhere

December 03, 2008 – Comments (2)

Ever hear of a 'crash tax'? I hadn't until I read this article, which indicates that these fees are already being charged at places within 24 of our 50 states:  [more]

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33

Your Vote for Best Stocks for 2009?

December 02, 2008 – Comments (25)

Okay Fools! I'd like to know your thoughts. If you had to pick just one company to invest in in 2009 -- one that you feel has the stuff to thrive in 2009 even in the face of the economic woes we are all too aware of -- please share your pick with us here. Which company would it be, and why? If you're recently explained why in a CAPS pitch, please share a link to your pitch in the comments below. If you haven't written a pitch for the stock in CAPS yet, then use this opportunity to tell your fellow Fools why you think this is a sure-fire winner for 2009, and then still post your link here. You don't have to use the pitch format ... that's just a suggestion. By all means, feel free to simply pontificate in the comment section below if you prefer. Either way, I am happy to have your heartfelt feedback to this worthwhile question.   [more]

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China Report! - Answering 2008's Biggest Mystery

December 01, 2008 – Comments (5)

The attached article represents my latest effort to keep close tabs on real economic conditions in China as well as available information will allow. Today saw a very abrupt reversal of mood towards the sectors most closely affected by the viability of China's economic growth. Commodities, in particular, were abslutely hammered after a nice rally last week. While I suspect some indiscriminate selling and forced liquidation may have contributed to today's horrible tape, there were certainly some negative developments emerging from China over the weekend. First, Chinese President Hu Jintao warned of growing obstacles to sustained growth, and then November manufacturing data were anything but confidence-inspiring.   [more]

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24

Citigroup says Gold is going to $2,000 next year ... Got Gold?

December 01, 2008 – Comments (7)

Did you ever think you'd see predictions of civil unrest and warfare from a mainstream financial corporation like Citigroup? That's some food for thought! Got gold?   [more]

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