Economy and Investments

Marc Faber has just released the July 2012 market commentary on the gloomboomdoom.com website.

This month report is entitled "We are most deeply asleep at the Switch when we believe to control all Switches" where he discusses investors overconfidence both on the long and short side, and the lack of diversification that may result due to this overconfidence.

Axel Merk published his latest Merk Insights entitled "United States of Europe has Arrived!". With lots of talk about a fiscal union, a banking union and a potilical, Merk wonder if we are assiting to the birth of the United States of Europe.

GMO has just released its monthly 7-year Asset Class Forecasts and the expected annualized returns for international and emerging markets have greatly increased:

Here are the highlights of GEAB 66 (June 2012) entitled "Red Alert Global Systemic Crisis September-October 2012 : When the 7 Jericho trumpets will blow for the world of before the crisis".

Axel Merk, Merk Funds, has published a new "Merk Insights" newsletter entitled "What’s next for the U.S. Dollar? QE3?" where he discusses the outlook for the US currency.

6 parts interview with Jim Rogers by NewsMax on the 1st of June 2012.

Sprott Asset Management published their monthly newsletter Market at Glance (May 2012) entitled "The Real Banking Crisis, Part II" and I'll give a summary below.

Merk Funds has recently released a white paper entitled "G10 Currencies: A Monetary Policy Analysis" where they analyzed G10 currencies and gave a "Merk Monetary Score" to each of those.

By now it really, really should be obvious.

With a recession now more and more likely, common sense should say to stay out of commodities, including crude oil, until the storm is over. However, in the case of commodities, the best time to buy is when there is a glut, and sell when there a price spike due to a shortage (which seems to have started with agricultural commodities recently).

Axel Merk, of Merk Funds, analyses both current economic models: Austerity and Growth; he tries to find out which one is more sustainable? Since Merk Funds focus on currency investments, he has a look at the implications on the U.S. dollar.

Now is the time for Barron's Midyear Roundup. They had 10 experts on their panel including Marc Faber. Read for Marc Faber's picks and comments.

Peter Schiff is interviewed on Fox Business News on the 4th of June 2012.

Marc Faber has just released his June 2012 market commentary on the gloomboomdoom.com website.

This month report is entitled "The Political Function of Inflation is to Mislead Public Opinion" and he talks about the distortions created by inflation.

Marc Faber is interviewed on CNBC on the 25th of May 2012

hedge-fund manager and commodities guru Jim Rogers says that he's waiting for this current drop in the price to cut deeper before he'll be ready to increase his position by Buying Gold.