weather

http://aheadoftheherd.com/Newsletter/2012/Hot-Cold-Dry-Wet-A-Bounty-of-Extreme.htm

oil and gas

well worth looking at the charts.
forget the politics or the stock picking....
it is very interesting.

mike

http://pro.stansberryresearch.com/1210THIRDLIA/LPSINBJB/

morality

http://www.jewishpress.com/judaism/parsha/the-objective-basis-for-morality/2012/10/17/

positive charts

http://www.businessinsider.com/consumer-comeback-2012-10

ice pack

http://www.irishtimes.com/newspaper/opinion/2012/0927/1224324469890.html

experts

http://www.ocnus.net/artman2/publish/Light_Side_14/Experts-Aren-t-Always-Right.shtml

myths

http://www.ocnus.net/artman2/publish/Business_1/The-Myth-That-Japan-Is-Broke.shtml

http://www.ocnus.net/artman2/publish/Light_Side_14/Experts-Aren-t-Always-Right.shtml

gmar tov!

deflationary or hyperinflationary depression?

http://www.marketoracle.co.uk/Article35816.html

quite brilliant. in either case he forecasts a depression.
i believe that there are several other non-monetary factors that could
lead to intermediate term problems.
(assuming "free" energy does not arrive in time).

http://www.garynorth.com/

i think he has a few minor issues to explain.

Stanley Fischer said it correctly.
central banks are not worried about inflation. they know how to deal
with it. they just raise interest rates....
but, it is not clear that the politicians will allow it!

in principle the fed is independent. but laws can change, especially in
the face of crisis.

not for harold

not for harold

http://www.theblaze.com/contributions/obama%E2%80%99s-college-classmate-the-obama-scandal-is-at-columbia/

http://online.wsj.com/article/SB122108881386721289.html

romney culture

http://www.jewishpolicycenter.org/3247/the-palestinian-culture-of-slapping-israel

http://www.israelnationalnews.com/News/News.aspx/157876#.UBlgEqN1s78
http://www.israelnationalnews.com/News/News.aspx/157413#.UBlf1qN1s78

are stocks dead?

read both articles:

http://www.moneynews.com/Economy/Pimco-Gross-stocks-bonds/2012/07/31/id/447120

http://www.moneynews.com/StreetTalk/Siegel-Gross-Dead-Stocks/2012/08/01/id/447199

roubini

http://www.moneynews.com/StreetTalk/Roubini-US-Stocks-fed/2012/07/20/id/446052%20?s=al&promo_code=F890-1

remarkable that he does not mention the consequences of an obama/romney
election...
is everybody numbed!

art & collectibles

shabbat shalom,

http://goldnews.bullionvault.com/art-treasure-072020127

bond bubble

how will it end?
probably big inflation.

http://cdn.finance.moneyandmarkets.com/reports/SMR/4597/vsp-smr3-ml.php?ccode=&em=&sc=MNEWS&ec=5106103&p=2

one man's gold view

http://www.marketoracle.co.uk/Article35283.html

plunge protection

http://en.wikipedia.org/wiki/Working_Group_on_Financial_Markets

no conspiracy theories.

http://seekingalpha.com/instablog/1642421-jay-norris/735441-plunge-protection-team-stepping-it-up

who is buying treasury debt?

http://www.cnbc.com//id/47738555

Re: cost of gold

thoughts?

do not show this to your gold bug friends.

it will be very upsetting.

graph of govt spending

http://www.npr.org/blogs/money/2012/05/14/152671813/50-years-of-government-spending-in-1-graph

TA tel aviv index

Companies of the TA-25 Index on TASE (as of December 2011)
Avner Oil Exploration LP Azrieli Group Bank Hapoalim Bank Leumi Bank Mizrahi-Tfahot BAZAN - Oil Refineries Bezeq - The Israel Telecommunication Corp Cellcom Delek Delek Drilling LP Elbit Systems Gazit-Globe HOT Israel Chemicals Israel Corporation Israel Discount Bank Isramco Mellanox Technologies NICE Systems Osem Partner Communications Company Paz Oil Company Perrigo Company Strauss Group Teva Pharmaceutical Industries

europe

http://www.blackswantrading.com/blog/bid/76949/Help-us-Obi-Wan-Draghi-You-re-our-only-hope

carry trade

http://www.dailyfx.com/forex/education/learn_forex/using_dailyfx/fundamentals/2010-01-19-2142-Understanding_Foreign_Exchange_Rollover.html

correlations

http://www.dailyfx.com/forex/technical/article/forex_correlations/2012/03/27/forex_correlations_australian_dollar_us_dollar.html

Forex Correlations Summary

View forex correlations to the SPDR Gold ETF Trust (GLD), United States Oil Fund ETF (USO), SPDR Dow Jones Industrial Average ETF Trust (DIA), UK FTSE 100 Index, and IShares Silver Trust ETF (SLV) prices.

GLD	EURUSD	GBPUSD	USDJPY	AUDUSD	USDCAD	NZDUSD	USDOLLAR
1 Week	0.92	0.94	0.30	0.97	-0.92	0.92	-0.91
1 Month	0.60	0.27	-0.18	0.50	-0.22	0.48	-0.59
3 Month	0.44	0.27	-0.21	0.47	-0.23	0.43	-0.52
1 Year	0.18	0.19	-0.13	0.25	-0.19	0.24	-0.27
USO	EURUSD	GBPUSD	USDJPY	AUDUSD	USDCAD	NZDUSD	USDOLLAR
1 Week	0.55	0.65	-0.01	0.89	-0.65	0.91	-0.82
1 Month	0.39	0.61	0.14	0.61	-0.58	0.60	-0.48
3 Month	0.40	0.41	0.15	0.46	-0.49	0.48	-0.40
1 Year	0.50	0.39	0.03	0.64	-0.60	0.56	-0.53
DIA	EURUSD	GBPUSD	USDJPY	AUDUSD	USDCAD	NZDUSD	USDOLLAR
1 Week	0.87	0.95	0.57	0.85	-0.96	0.81	-0.71
1 Month	0.30	0.50	0.48	0.59	-0.64	0.54	-0.31
3 Month	0.42	0.47	0.27	0.61	-0.66	0.49	-0.44
1 Year	0.64	0.55	-0.06	0.80	-0.82	0.75	-0.69
FTSE100	EURUSD	GBPUSD	USDJPY	AUDUSD	USDCAD	NZDUSD	USDOLLAR
1 Week	0.77	0.91	0.30	0.92	-0.93	0.86	-0.83
1 Month	0.44	0.57	0.37	0.70	-0.71	0.65	-0.46
3 Month	0.40	0.39	0.11	0.62	-0.64	0.60	-0.45
1 Year	0.46	0.38	-0.01	0.70	-0.66	0.65	-0.57
SLV	EURUSD	GBPUSD	USDJPY	AUDUSD	USDCAD	NZDUSD	USDOLLAR
1 Week	0.81	0.90	0.30	0.98	-0.89	0.98	-0.88
1 Month	0.59	0.42	-0.12	0.67	-0.50	0.63	-0.65
3 Month	0.55	0.45	-0.17	0.63	-0.49	0.56	-0.64
1 Year	0.33	0.30	-0.08	0.41	-0.37	0.37	-0.40
Perfect Positive Correlation:				1.00
Perfect Negative Correlation:				-1.00

deleveraging?

http://www.marketoracle.co.uk/Article33473.html

read the second half of the article.

speculators

http://www.futuresmag.com/2012/03/06/oil-speculators-deserve-credit-for-assuming-risk?ref=hp?ref=hp?utm_source=DailyMarketFocus&utm_medium=eNL&utm_campaign=FUT_eNL

many half truths

http://www.marketoracle.co.uk/Article32901.html

us public debt

http://en.wikipedia.org/wiki/United_States_public_debt

not the economy. monetary stimulus

http://seekingalpha.com/article/321078-stock-outlook-it-s-not-the-economy-stupid

global warming

http://reason.com/blog/2012/01/13/skeptic-wins-global-warming-bet

shilling recession

http://www.moneynews.com/Headline/Shilling-Recession-US/2012/01/03/id/422815?s=al&promo_code=DD40-1

thus let obama sit in the white house and stew.

a republican in the wh will get terrific heat.

hopefully a republican congress will keep obama under control and will
confront the moslem brotherhood threats.

DENT AND DEMOGRAPHICS

http://www.bloomberg.com/video/83555894/