Friday Markets and Musings


5 Freedoms you lose with universal health care: 1. Freedom to choose what’s in your plan. 2. Freedom to be rewarded for healthy living, or pay your real costs. 3. Freedom to choose high-deductible coverage. 4. Freedom to keep your existing plan. 5. Freedom to choose your doctors.

Jeremy Grantham, Marc Faber and Jim Rogers all agree: Stay out of China! As it is “dangerously unbalanced and very likely to come unhinged” over the next few quarters. China’s is much lower than reported, possibly at only 2%. “The Chinese government is one of the few governments in the world that knows its GDP numbers three years in advance. I’d be careful.”

Storing Gold Offshore
. Austria is the new Switzerland. Das Safe will ensure your gold – or anything else – anonymously, for $560 a year. all you have is the box key and a PIN code to access the secure room. Feel a little bit like Jason Bourne!

Oil seems ready to run back to $50. Inventory levels, technical charts, fundamental demand gaps due to employment and economics.

The bull market in bonds continues.

Jim Rogers isn’t shorting anything right now, not even treasuries. He doesn’t see anything “in great excess”, believes the Fed can steer the bond market for now and cites commodities as the best place to invest due to inflation concerns.

The Congress Indicator. Recess is about to begin. “About 90% of the capital gains over the life of the Dow Jones Industrial Average have come on days when Congress is out of session.”

Cure for radiation poisoning found?

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