Japan’s Election Results Have Uranium Bulls Ready to Charge

The results from Japan’s general election Sunday may be a bellwether event for nuclear power. In a landslide win, Japan’s Liberal Democratic Party (LDP) claimed 294 out of the 480 seats in the lower house of the Diet Sunday, defeating anti-nuclear opponents with a platform focused on economic issues and foreign policy. The Energy . . . → Read More: Japan’s Election Results Have Uranium Bulls Ready to Charge

Random Shots – Above Expectations

The market action of last week repeated a lesson that many a punter appeared to have forgotten. Never run a bearish book into a European summit and especially not one where expectations for a result are as lows as they were going into Friday’s meeting. Risk assets went up like a rocket with . . . → Read More: Random Shots – Above Expectations

The End of the Debt Supercycle Draws Near: John Mauldin

Are developed nations across the globe at the precipice of oblivion? Yep, says pundit John Mauldin. Fresh after the announcement of a new joint venture with Casey Research and the conclusion of his own Strategic Investment Conference in Carlsbad, Mauldin spoke to The Gold Report. He believes that investors have a small window . . . → Read More: The End of the Debt Supercycle Draws Near: John Mauldin

Global Monetary Relief from Asia

The ECB and BOE have shown their intent with their recent aggressive balance sheet expansions and the Fed is trying hard to keep the door open for more QE even as the data in the US continues to defy the general global slowdown.

In Asia however sticky inflation in India, a desire to nail . . . → Read More: Global Monetary Relief from Asia

Other Alpha Sources

I have been enjoying myself in the Austrian Alps last week and hence the lower output. Here is my look though, of a number of notable news stories and contributions.

Global Liquidity

Benoît Cœuré, Member of the Executive Board of the ECB has penned a speech (and argument) on global (excess) liquidity. Izabella likes . . . → Read More: Other Alpha Sources for February 13, 2012

Decline

Has Japan declined?

Time and again, Americans are told to look to Japan as a warning of what the country might become if the right path is not followed, although there is intense disagreement about what that path might be. Here, for instance, is how the CNN analyst David Gergen has described Japan: “It’s . . . → Read More: Decline

Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast

What do investors need to be watching out for in 2012? More Eurozone drama? Record gold highs? A hard landing in China? The U.S. Global Investors team addressed these questions with Endgame: The End of the Debt Supercycle author John Mauldin in a Jan. 5 Outlook 2012 webinar. The Streetwise Reports editors highlight . . . → Read More: Look for End of Debt Supercycle: Thoughts from the U.S. Global Investors 2012 Forecast

Random Shots - Is it Over Yet?

It was telling that just as the ECRI and other notable research outfits decided to push recession button on the US economy the data flow became notably more positive. This could be a sign of the times that the cycle is just too volatile for even capable analysts to call or it could simply . . . → Read More: Random Shots – Is it Over Yet?

Crash!

In case you did not notice it, the much discussed “range” on the SP500 broke in spectacular fashion yesterday as the short rollers bypassed the 1250 mark in the same style as the Germany pantzer passed the Maginot line back in the early stages of WWII.

Basically, two many people . . . → Read More: Crash!