Jeremy Grantham, GMO, has just released GMO Quarterly Newsletter which includes 2 parts:
* On the Road to Zero Growth by Jeremy Grantham (16 pages)
* "Help, Help, I’m Being Repressed!" by Ben Inker (3 pages)
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Economy and Investments
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This week, Royal Bank of Scotland (RBS) has added five new ETNs to its offering giving exposure to commodity indexes created by Jim Rogers: 
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The International Energy Agency (IEA) provides unrealistically high oil forecasts in its new 2012 World Energy Outlook (WEO). It claims, among other things, that the United States will become the w...
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ET Now caught up with Jim Rogers, Chairman, Rogers Holdings, for his take on the trends likely to prevail after the US presidential elections. Jim says commodities are still the best bet and he...
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Merk Investments LLC has published a report entitled "How to Invest in Gold: Six Options to Consider" (PDF) which provides 6 ways to invest in Gold:
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Last week, I gave a talk called Financial Issues Affecting Energy Security at the Advances in Energy Studies conference in Mumbai, India. The general topic of the conference was, “Energy Secu...
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In his latest Merk Insight letter, Axel Merk discusses the possible policy actions the federal reserver, via Ben Bernanke, make take, and although unlikely for now, one of the latest tool would be to lower the interest rate the Fed pays on bank reserves to possibly 10 basis points or zero.
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GMO has released its monthly 7-year Asset Class Forecasts and the expected annualized returns are basically the same as last month for equities
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Axel Merk discusses the relatively constant Gold to Asset ratio at the ECB (15%) in his latest Merk Insight letter and tries to analyse if this is done on purpose.
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Axel Merk published his latest Merk Insights entitled "Spain's Molasses Jeopardizing Eurozone?!". He analyzed the debt structure in Spain, and explains that just shuffling debts around won't fix the debt problem, and guarantees must be removed to solve over-indebtedness. Failing to do so will make the global financial system as a whole at risk.
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This article is the bi-annual update of the long term charts of the SET Index, price earning ratio and price to book value posted on CNX Translation Forum.
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Marc faber is interviewed on CNBC on the 15th of July to discuss the (fake) Chinese GDP number and his outlook on commodities and stocks.
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Here are the highlights of GEAB 69 (Novenber 2012) entitled "Katrina-Sandy : From one Storm to the Other, the End of America as We Knew it"
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If history repeats…gold should start its next multiyear rally within the next few weeks.
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Ron Paul is interviewed on Bloomberg about the US presidential elections. He explains that the US is broke, it already passed the fiscal cliff, and we reached a point of no return.
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Gold is nearing the end of its consolidation phase. Soon it will be time for the next move up, says Dominic Frisby. Here, he explains why he's tempted to place a massive bet on the price of gold.
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Marc Faber has just released the November 2012 market commentary on the gloomboomdoom.com website.
This month report is entitled "No Rational Thought will have a Rational Effect on a Man who has no Rational Attitude"...
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Marc Faber is interviewed on CNBC Fast money about his market outlook.
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Marc Faber has just published the August 2012 market commentary on the gloomboomdoom.com website.
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Jeremy Grantham, GMO, has just released GMO Quarterly Newsletter. This time there are 2 sections: "Welcome to Dystopia! Entering a long-term and politically dangerous food crisis" by Jeremy Grantham (17 pages) and When Bad Things Happen to Cheap Assets by Ben Inker (4 pages)
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Marc Faber is interviewed on Capital Account (Russia Today) by Lauren Lyster, where the talks about his views on US treasuries and capital markets, the Chinese economy and the consequences of a Chinese slowdown.
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VisionVictory has a very interesting interview with Rick Rule of Sprott USA, where he discuses his outlook on gold and gold stocks, water, the stock market as a whole, the economy (US debt) and finally junior gold mining stocks.
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GMO has released its monthly 7-year Asset Class Forecasts and the expected annualized returns have not changed much since last month
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