Readings

Sorry for new format (missing authour and source), but this is due to upgrade in google, so I can not correctly copy/paste the authour of posts.

---

Cartoon: Bernanke on Quantitative Easing
http://feedproxy.google.com/~r/CalculatedRisk/~3/zbGNPbBElEw/cartoon-bernanke-on-quantitative-easing.html

Fed Refuses to Disclose Recipients of $2 Trillion
http://feeds.feedburner.com/~r/RealityLenses/~3/485550303/fed-refuses-to-disclose-recipients-of-2.html

Goldman and Morgan Set to Hit the Street with Losses this Week
http://jessescrossroadscafe.blogspot.com/2008/12/goldman-and-morgan-set-to-hit-street.html

Bullish
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/484646086/bullish.html
(HUI)

$1 Trillion Stimulus Plan?
http://feedproxy.google.com/~r/CalculatedRisk/~3/6ohvoyZhkdU/1-trillion-stimulus-plan.html

The Dollar, Gold, Oil and Bonds
by Sol Palha
http://www.safehaven.com/article-12069.htm

It's Bank Failure Friday again
http://interestrateroundup.blogspot.com/2008/12/its-bank-failure-friday-again.html

US Dollar Weekly Chart with COT for the Week Ending 12 December
http://jessescrossroadscafe.blogspot.com/2008/12/us-dollar-weekly-chart-with-cot-for.html

Trust us! We're economists!
http://themessthatgreenspanmade.blogspot.com/2008/12/trust-us-were-economists.html
Funny Cartoon

Forex Friday's
http://bonddad.blogspot.com/2008/12/forex-fridays_12.html
(USD)

Barcelona

Freddie Mercury/Montserrat Caballé - Barcelona
http://www.youtube.com/watch?v=Wixz_r7v51E

Platinum cheaper than Gold?!?!

Gold     $ 825.50
Platinum $ 816.00

Readings

KGC
by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/481875869/kgc-leader.html

HUI - Gold Ratio bullish
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/480584448/hui-gold-ratio-bullish.html

Uncle Buck - In for a checkup
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/479543872/uncle-buck-in-for-checkup.html
(questionable H&S in USD)

BofA to Cut 30,000 to 35,000 jobs
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/gOiIq4UgLHg/bofa-to-cut-30000-to-35000-jobs.html

Sony to Cut 16,000 jobs, Reduce Capital Spending
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/F9BvBvttCzY/sony-to-cut-16000-jobs-reduce-capital.html
(other source suggest 8,000 jobs)

WSJ: Auto Bailout Deal Reached
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/uiXqvK6CIgI/wsj-auto-bailout-deal-reached.html

AIG: A Black Hole?
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/JRFq0GR_T1c/aig-black-hole.html
AIG Faces $10 Billion in Losses on Trades, AGAIN?!?!

Fed to issue its own debt?
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/12/fed-to-issue-its-own-debt.html
(just the news)

Jesse Charts :)
from Jesse's Cafe Americain by Jesse
SPX:
http://jessescrossroadscafe.blogspot.com/2008/12/sp-monthly-chart-update.html
Misc Charts:
http://jessescrossroadscafe.blogspot.com/2008/12/charts-in-babson-style-for-11-december.html
SPX weekly:
http://jessescrossroadscafe.blogspot.com/2008/12/sp-500-weekly-chart.html

Humpty Dumpty On Inflation
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/481842516/humpty-dumpty-on-inflation.html
(deflation article)

Thoughts on Oil
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/TABWLfhz09c/thoughts-on-oil.html

Thursday Oil Market Round-Up
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/12/thursday-oil-market-round-up_11.html

1929 for China, 1974 for the USA
http://arabianmoney.net/2008/12/08/1929-for-china-1974-for-the-usa/

Fred Thompson on the Economy
http://www.youtube.com/watch?v=7IrR3o7x1ps
(whois: http://en.wikipedia.org/wiki/Fred_Thompson )

Don Harrold on Barric Obama :-)
http://www.youtube.com/watch?v=praCbBDWiMk&eurl=&feature=player_embedded

Your Bailout: What's your opinion?
from wallstrip
http://www.wallstrip.com/2008/12/03/your-bailout/

Carnage in Crude

by Sean Brodrick 10-DEC-2008
http://www.moneyandmarkets.com/carnage-in-crude-28644

Must read!!!

After the crisis...

Funny company logos.
http://www.businesspundit.com/after-the-crisis-a-parody-of-15-corporate-logos/

Oil news and 100 year bond

Treasury Should Consider 100-Year Debt, BlackRock’s Fisher Says
http://www.bloomberg.com/apps/news?pid=20601087&sid=azGBEQQJhY24&refer=home

Don't Step In The Bear Trap
http://community.investopedia.com/news/cadvisor/cotd/archive/OIH20081201.aspx?partner=YahooSA

The Revenge of the Dinosaur – Oil Awakens
http://www.oxburyresearch.com/index.php?option=com_content&task=view&id=330&Itemid=38

Back in a week

Going to Barcelona for a week.

Muppets - Mahna Mahna

Jose Pinera lecture for Chille pension system

Chille pension system, Otto Von Bissmark, Salvador Allende, year of 1973 and more :o)
This is must watch/hear. In English language.

Jose Pinera public lecture in Sofia, October 06, 2008

Jose Pinera lecture in Sofia, Bulgaria in Sofia University by invitation of the Institute for Market Economics (www.ime.bg), October 6, 2008

Part 1: Lection
http://video.google.com/videoplay?docid=1574920570151032186&ei=gKouSe7uDabU2gKhubzqDQ&q=Jose+Pinera+public+lecture+in+Sofia%2C+October+06%2C+2008

Part 2: Q&A Session
http://video.google.com/videoplay?docid=-390955819244281827&ei=gKouSe7uDabU2gKhubzqDQ&q=Jose+Pinera+public+lecture+in+Sofia%2C+October+06%2C+2008

Turkey readings

KGC - another nice bottom pattern
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/466221356/kgc-another-nice-bottom-pattern.html

Gold - Yearly chart
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/465401707/gold-yearly-chart.html

Gigi - She my fine fine lady...
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/465243576/gigi-she-my-fine-fine-lady.html
Goldcorp (GG)

Case-Shiller House Prices: Free Falling
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/gJ8JD6u9m3c/case-shiller-house-prices-free-falling.html

AIG Under Investigation for Fraud
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/aig-under-investigation-for-fraud.html

Government To Commit Another $600 Billion On Mortgages, Another $200 Billion on TALF
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/465217003/government-to-commit-another-600.html

Bullish on Gold
by chrispycrunch
http://chrispycrunch.blogspot.com/2008/11/bullish-on-gold-us-dollar-is-showing.html

Citigroup sees $2,000 gold next year
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/11/27/citigroup-sees-2000-gold-next-year/

In Bulgarian:

Банките: подкрепа срещу заплащане
http://ikonomika.org/?p=1625
questionable :)

Videos

Jim Rogers:
http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vJzshG4o708g.asf&vCat=/av&RND=758333970

Marc Faber:
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aGkI0N6Q6bfQ

Call to Minefinders - the mysterious "K" thing.

Just called Mike from MFN here you are the update:

1. Shares (see this news from 21.NOV.2008) will be new shares (... but is minimal compared to company size ... recession ... etc) - I personaly have no problem with it.

2. They will try to sell that much shares, but they do not expect to sell all shares they offer. - sorry for bad "economy" english.

3. They NOT going to accuire any company right now, altho Mike do head such rummor and "many people called" last 2-3 days.

4. Money will be spend for development of our projects especialy - Dolores.

5. Company is NOT yet cash flow possitive. They expect 2009/Q1 to be.

Reminder:
Mark will be interviewed this week and the interview will be available in Saturday @ Puplava

Readings

Uncle Jay explains ... the bailout and other things...
http://www.youtube.com/watch?v=0j5Dqa1SwYg&eurl=&feature=player_embedded

HUI-Gold Ratio
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/464285879/hui-gold-ratio.html

A quick note to bears... Domed House fully expressed
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/460723388/quick-note-to-bears-domed-house-fully.html

News report: Tim Geithner for Obama's Treasury Secretary
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/11/news-report-tim-geithner-for-obamas.html

The Buck Slumps to Support as Stocks Rally Up to Resistance
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/dollar-showed-weakness-today-as-us.html
USD chart

US Treasury Default Swaps Soar to Records
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/us-treasury-default-swaps-soar-to.html

US Takes a $20 Billion Stake and Guarantees $306 Billion of Risky Loans for Citigroup
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/us-takes-20-billion-stake-and.html

Robert Rubin's Role in the Bubble that Broke the World
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/robert-rubins-culpablity-in-bubble-that.html

Is the Gold Bull Over? The Price of Gold From Various Global Perspectives
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/is-gold-bull-over-or-is-correction-in.html
Gold in different currencies...

New York May Lose 225,000 Financial Jobs
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/464146871/new-york-may-lose-225000-financial-jobs.html

Is Citigroup Going Bankrupt?
by chrispycrunch
http://chrispycrunch.blogspot.com/2008/11/is-citigroup-going-bankrupt-citigroup.html

UAE gold sales jump 56% in Q3
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/11/24/uae-gold-sales-jump-56-in-q3/

Great Looking Gold Chart!
from Red-Hot Resources by Sean Brodrick
http://redhotresources.blogspot.com/2008/11/great-looking-gold-chart.html

The Santa Claus Effect "Something For Nothing"
from The Great Depression of 2006 by Jim in San Marcos
http://greatdepression2006.blogspot.com/2008/11/something-for-nothing.html
Obama cartoon

Dow Low Can You Go?: What's your opinion?
http://www.wallstrip.com/2008/11/24/dow-low-can-you-go/

Bailout Pledges Hit $7.7 Trillion
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/464798281/bailout-pledges-hit-77-trillion.html

Technical Assessment - US Dollar
by Joseph Russo
http://www.safehaven.com/article-11899.htm

UK:

UK: Gordon Brown Expected to Announce Stimulus Package Monday
from Calculated Risk by CalculatedRisk
http://feedproxy.google.com/~r/CalculatedRisk/~3/1o1MxLTW9iA/uk-gordon-brown-expected-to-announce.html

for UK in Bulgarian:

Във Великобритания е по-страшно, отколкото в България
from e-vestnik.bg by e-vestnik.bg
http://e-vestnik.bg/5072

Buffett on car bailout

http://cosmos.bcst.yahoo.com/up/finance?ch=1316259&cl=10777863&lang=

PIMCO's El-Erian on the Markets

Video: PIMCO's El-Erian on the Markets
http://cosmos.bcst.yahoo.com/up/player/popup/?rn=289004&cl=10777777&src=finance&ch=4043681

Chris Martenson crash course

Part 20 is ready. Chris Martenson crash course is finished now:

http://www.chrismartenson.com/crashcourse/chapter-20-what-should-i-do

or you can watch everything from the beginning here:

http://www.chrismartenson.com/crashcourse/

Safehaven readings for last 2 weeks

Iceland could survive another day
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/11/20/iceland-could-survive-another-day/

Gold/Silver/USD Market Update
by Clive Maund
http://www.safehaven.com/article-11884.htm
...and...
http://www.safehaven.com/article-11883.htm

Gold Myths
by Nick Barisheff
http://www.safehaven.com/article-11875.htm
more like for newbies

Gold in the Low $600s?
by David Galland
http://www.safehaven.com/article-11874.htm
(Quote from article: Could happen, but I think not.)

Update of the US Dollar Index, XOI, HUI, CBOE Put/Call Ratio
by David Petch
http://www.safehaven.com/article-11842.htm

Gold and Silver: In Sync for a Low
by Eidetic Research
http://www.safehaven.com/article-11806.htm
the elliot wave count obviously is wrong!!! :)

These two I did not read, but I expect to be good.

Gold ETF Impact 4
by Adam Hamilton
http://www.safehaven.com/article-11831.htm

Dollar-Driven Gold Plunge
by Adam Hamilton
http://www.safehaven.com/article-11658.htm

Ron Paul and Benny

18.NOV.2008, via Don Harrold

Readings

Fannie and Freddie to Suspend Foreclosures
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/460062218/fannie-and-freddie-to-suspend.html

Treasury Capital Purchase Program (TARP)
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/460106104/treasury-capital-purchase-program-tarp.html

More On the New Monetary System
by Larry Edelson 11-20-08
http://www.moneyandmarkets.com/more-on-the-new-monetary-system-6-28166
Very good article...

The US Stock Markets Have Now Declined More than 50% - Intermediate Target Hit Today
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/us-stock-markets-have-now-declined-more.html
SPX charts

Citigroup Blames Short Sellers For Collapse
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/460085137/citigroup-blames-short-sellers-for.html

Unemployment Claims Jump Unexpectedly To 16-Year High
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/459937605/unemployment-claims-jump-unexpectedly.html
Unexpectedly ?!?!?!? ;)

Thursday Oil Market Round-Up
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/thursday-oil-market-round-up_20.html

Inventory at SLV declines modestly
from The Mess That Greenspan Made by Tim
http://themessthatgreenspanmade.blogspot.com/2008/11/inventory-at-slv-declines-modestly.html
SLV tonnage

USD and its proxy indicators...
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/459479443/usd-and-its-proxy-indicators.html

Dow closes below 8,000
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/11/19/dow-closes-below-8000/

Nouriel Roubini - A new new dealer...
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/458836077/nouriel-roubini-new-new-dealer.html

HUI
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/458482758/hui.html

European Union to Unveil €130 Billion Stimulus Plan
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/european-union-to-unveil-130-billion.html

Mark Cuban Responds to the SEC
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/mark-cuban-responds-to-sec.html

Silver ETF for Dubai as they fly in bullion for the Hunts of Arabia
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/11/18/silver-etf-for-dubai-as-they-fly-in-bullion-for-the-hunts-of-arabia/

Freddie Mac Asks Government for $13.8 Billion
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/453036573/freddie-mac-asks-government-for-138.html

$3.5bn Saudi gold deal huge against $6.5bn consumer record
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/11/20/35bn-saudi-gold-deal-huge-against-65bn-consumer-record/

Wednesday Commodities Round-Up
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/wednesday-commodities-round-up_19.html

Fed may cut rates again
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/11/19/fed-may-cut-rates-again/
same came from Yahoo too.

Iceland Closer to IMF Bailout
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/455274019/iceland-closer-to-imf-bailout.html

IMF Bails Out Pakistan, Iceland Still Waits
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/454514547/imf-bails-out-pakistan-iceland-still.html

A Golden Thoroughbred Named Dolores
http://www.fool.com/investing/small-cap/2008/11/19/a-golden-thoroughbred-named-dolores.aspx#commentsBoxAnchor
(Minefinders of cource)

Media:

Huge meeting in Island
http://www.youtube.com/watch?v=G1vODDWu4Ak

Sean Brodrick: Gold Rush? (audio)
http://www.howestreet.com/index.php?pl=/goldradio/index.php/mediaplayer/1030

Treasury Secretary Hank Paulson tells Congress what a swell job he's doing
http://themessthatgreenspanmade.blogspot.com/2008/11/bailout-is-working.html
video republished.

Jim Rogers interview on Gold and Dollar
http://www.youtube.com/watch?v=wKyLFIKmiDs

In Bulgarian:

Всички искат данъчни намаления
from Блогът за икономика by Георги Ангелов
http://ikonomika.org/?p=1613

Смях от форумите: Земетресението, ако е по Медведев, хич не ми го хвалете!
from e-vestnik.bg by e-vestnik.bg
http://e-vestnik.bg/5040

Thoughts on platinum

Lonmin to close SA platinum mines, stop growth projects
http://www.miningweekly.com/article.php?a_id=147767

I don't know them, but this is result of the crash in car industry, because platinum is used mostly in cars catalisators. The price for platinum, silver and shell oil will probably go lower, and more and more platinum / silver / shell oil companies will stop producing. Finally we will get supply destruction and we will have eighter:

platinum @ $100 / oz, silver @ $1, oil @ $ 10and you will have no way to get any

or

prices will raise parabolic and pass over old all time higs ($2500 for platinum, $22 for silver, $150 for oil)

or

platinum / silver producers will form something like OPEC cartel and will say - we don't care what the price is, we selling at those prices.

Russell: Gold is being manipulated

From Dow Theory Letter
by Richard Russell
Thursday, November 13, 2008

I've never been a big fan of the "gold is being manipulated" thesis. However, I'm now giving the manipulation thesis second thoughts.

Most of the world's central banks are now in the process of fighting recession and deflation. This requires government spending and the production of enormous quantities of new fiat money. The last thing the central banks want is for the public to realize what they are doing.

Normally, surging gold would be the signal for the public to ask questions -- rising gold is a red flag for the fiat money creators.

It's amazing and beyond coincidence the way gold rallies and then immediately is hammered down below $740. I know that there are huge short positions in gold on the COMEX. I'm no longer a skeptic on the "gold is being manipulated" claim. Somebody is selling gold every time gold rallies toward a breakout above $870, or more properly gold at $840.

I don't think the manipulators (if there are such people) can keep it up.

4 links

(US) Governments can't handle global run on gold coins
http://www.nypost.com/seven/11182008/business/governments_cant_handle_global_run_on_go_139306.htm

The G-20’s Secret Debt Solution
by Larry Edelson 11-13-08
http://www.moneyandmarkets.com/the-g-20s-secret-debt-solution-27996

Saudi Arabia buys $3.5bn of gold in two weeks
By Peter Cooper
http://news.goldseek.com/PeterCooper/1226586450.php
(this may be was published already)

Are Oil-Rich Sheiks Being Scared Into Gold?
by Sean Brodrick 11-19-08
http://www.moneyandmarkets.com/are-oil-rich-sheiks-being-scared-into-gold-6-28144

Readings

VIDEOS:

Old Peter Shiff video for Barak Obama (before election), but is interesting.
http://www.youtube.com/watch?v=sMdF1CiQAkA

Jim Rogers on dollar
(interview from yesterday)
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=929363526&fromSearch=n

Ron Paul on G20
http://www.youtube.com/watch?v=QZT9ofLSLxo

Very old Peter Shiff interviews on housing - very funny
http://www.youtube.com/watch?v=2I0QN-FYkpw

MISC:

Bail Out Total = $3.8 Trillion (so far)
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/bail-out-total-38-trillion.html

Recession fears deepen as Citigroup slashes (ANOTHER!!!) 50,000 jobs
http://news.yahoo.com/s/afp/20081118/ts_alt_afp/financeeconomyworld_081118083632

SEC accuses Mark Cuban of inside trading of Mamma.com
http://www.usatoday.com/money/markets/2008-11-17-sec-mark-cuban-mamma_N.htm?csp=34

USD, HUI & SPX
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/452884610/usd-spx-hui.html

Retail sales worst ever
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/11/retail-sales-worst-ever.html
...and...
Retail Sales Plunge Most On Record
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/453212619/retail-sales-plunge-most-on-record.html

Sun Microsystems plans to cut workers
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/11/14/sun-microsystems-plans-to-cut-workers/

Head of IMF Requires $1.2 Trillion for Global Bailouts and Stimulus
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/imf-requires-12-trillion-for-global.html

Goldman Sachs Target of Naked Short-Selling and Price Manipulation Complaints in High Yield Loan Markets
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/goldman-sachs-target-of-naked-short.html

Bullish Divergences on $HUI and $OSX, S&P Crash Count Updated Again
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/452876144/bullish-divergences-on-hui-and-osx-s.html

Commodities Rally Now Over; Correction Is Taking No Prisoners
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/commodities-rally-now-over-correction.html
very bearish :)

Forex Friday
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/fo.html
USD

T-Bonds / US Dollar Ratio ($USB:$USD)
from Trend and Value Report by Lucas Elam
http://feeds.feedburner.com/~r/trendandvalue/~3/455488496/t-bonds-us-dollar-ratio-usbusd.html

Feds announce policies to help homeowners avoid preventable foreclosures.
from Lawinfo Weblog by Lindsey
http://feeds.feedburner.com/~r/LawinfoWeblog/~3/455995082/

IN BULGARIAN:

Митовете за бюджет 2009 … и пазара
Автор: Светла Костадинова (ИПИ)
Дата: 14.11.2008 година
http://ime.bg/bg/articles/mitowete-za-b-dvet-2009-i-pazara/
(много яко ;-) )

Minefinders Pours First Gold and Silver & more

Official pressrelease here:

Minefinders Pours First Gold and Silver at the Dolores Mine and Provides Third Quarter 2008 Results
http://www.marketwire.com/press-release/Minefinders-Corporation-Ltd-TSX-MFL-921167.html

also there are 3 new pictures in the gallery @ http://www.minefinders.com/

the stock is smashed, was 3.70 today, but isn't it very good - the idiots give the stock for free :o)

Video readings - Secy. Paulson on bailout

Old links

GE, GM: Bailout News
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/451083617/ge-gm-bailout-news.html

Charts in the Babson Style for MidWeek 12 November
by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/charts-in-babson-style-for-midweek-12.html

Saudi Arabia buys $3.5bn of gold in two weeks
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/11/13/saudi-arabia-buys-35bn-of-gold-in-two-weeks/

US Dollar Breakout
from Red-Hot Resources by Sean Brodrick
http://redhotresources.blogspot.com/2008/11/us-dollar-breakout.html

Christmas Shopping Season Looking Terrible
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/christmas-shopping-season-looking.html

Jim Rogers on stocks, bonds, and silver
from The Mess That Greenspan Made by Tim
http://themessthatgreenspanmade.blogspot.com/2008/11/jim-rogers-on-stocks-and-silver.html

Where is all the money going?
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/11/where-is-all-money-going.html

China Expected to Shift Reserves into Commodities and Gold
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/china-to-shift-reserves-into.html

Thursday Oil Market Round-Up
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/thursday-oil-market-round-up_13.html

Bulgarian post: Sofix Volume

Penn West Q3 (Gammon Gold too)

Penn West (PWE) Earnings MP3 is here:

http://podcast.newswire.ca/en/

...or MP3 directly here:

http://podcast.newswire.ca/media/pennwest20081112.mp3

...Gammon (GRS) is also on same page. MP3 here:
http://podcast.newswire.ca/media/gammongold20081112.mp3

IOUSA - short version

Readings

Huey stuck in market quicksand
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/448648741/huey-stuck-in-market-quicksand.html

Is the Money Supply Contracting?
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/is-money-supply-contracting.html

Thinking the Unthinkable: Are the Markets Warning of a US Debt Default?
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/thinking-unthinkable-is-bond-market.html

Bloomberg Sued the Fed Reserve
from Reality Lenses by pej
http://feeds.feedburner.com/~r/RealityLenses/~3/450067716/bloomberg-sued-fed-reserve.html

China, China, China! (China News)
from Red-Hot Resources by Sean Brodrick
http://redhotresources.blogspot.com/2008/11/china-china-china.html

About the Christmas Shopping Season....
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/about-christmas-shopping-season.html

Schork: Oil could go below $50 a barrel
from The Mess That Greenspan Made by Tim
http://themessthatgreenspanmade.blogspot.com/2008/11/schork-oil-could-go-below-50-barrel.html

AIG gets more bailout money….you get nothing
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/11/10/aig-gets-more-bailout-moneyyou-get-nothing/

EU:

GM opens first Russian factory
By DMITRY LOVETSKY
http://www.nj.com/newsflash/index.ssf?/base/business-88/122606966872340.xml&storylist=business

Gordon Brown and the New World Order
from Bearwatch by noreply@blogger.com (Sackerson)
http://feeds.feedburner.com/~r/Bearwatch/~3/448776785/gordon-brown-and-new-world-order.html

In Bulgarian:

Колко беше добре при соца - със 165 лв. заплата на млад специалист и 50 лв. пенсия
from e-vestnik.bg by e-vestnik.bg
http://e-vestnik.bg/4995

Not many readings today

Charts in the Babson Style for the Week Ending 7 November
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/charts-in-babson-style-for-week-ending.html
...and for USD
http://jessescrossroadscafe.blogspot.com/2008/11/weekly-dollar-dx-chart-with-commitments.html

Peak Oil vs. Falling Demand
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/446987732/peak-oil-vs-falling-demand.html

Forex Friday
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/forex-friday.html

In Bulgarian:

Айде още едно репортажче … от Ню Йорк
from полетът на костенурката by lyd
http://lydblog.wordpress.com/2008/11/10/ny-obama/
Obama

Защо не бива да се изхвърля разделно
from Семки и бонбонки by Вени Г.
http://semkiibonbonki.blogspot.com/2008/11/blog-post_10.html

Readings

MOST IMPORTANT NEWS FIRST:

Credit Card Bond Sales Zero As the Credit Markets and Consumption Engines Stalls
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/credit-card-bond-sales-zero-as.html
Tada! It begans...

---

READINGS:

Federal Reserve Assets Increase $105 Billion
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/444791462/federal-reserve-assets-increase-105.html

The Gold Bull in Context
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/gold-bull-in-context.html
gold chart

Charts in the Babson Style for 6 November 2008
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/charts-in-babson-style-for-6-november.html

One more reason to leave California
from The Mess That Greenspan Made by Tim
http://themessthatgreenspanmade.blogspot.com/2008/11/one-more-reason-to-leave-california.html
...and...
Schwarzenegger Calls for Tax Increases, Budget Cuts
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/444727935/schwarzenegger-calls-for-tax-increases.html

The Dollar
from Wallstrip
http://www.wallstrip.com/2008/11/07/the-dollar/
video

---

Interesting:

700 Covers For Obama From Around The World
from .:: ju ::. by ju
http://blog.ju-lian.info/700-covers-for-obama-from-around-the-world/

---

UK:

Gordon's Epic Fail: Brown "Best placed economy"
http://anti-citizen-one.blogspot.com/2008/11/gordons-epic-fail-brown-best-placed.html
video interview

UK: Mortgage Lenders Refuse to Pass on Rate Cut as House Prices Plummet
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/444692375/uk-mortgage-lenders-refuse-to-pass-on.html

---

In Bulgarian:

Срам ме е
from Господин_И вер.2 by ilia.markov@gmail.com (Господин И)
http://feeds.feedburner.com/~r/gospodin-i/~3/444718306/blog-post_06.html
Безумие някакво :)

Libor and Oil

LIBOR - Anybody watching?
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/444400418/libor-anybody-watching.html

Thursday Oil Market Round-Up
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/11/thursday-oil-market-round-up.html

Coordinated rate cut...

http://biz.yahoo.com/ap/081106/eu_europe_interest_rates.html
ECB - 0.5% to 3.25%
BOE - 1.5% to 3.00% - wtf !!?@?#?#@?!?#
Swiss - 0.5% to 2.00%

Deflation anyone?

links for today

Ron Paul on The Alex Jones Show - Prepare!!
Part 1:
http://www.youtube.com/watch?v=uqN2EKuXX2g
Part 2:
http://www.youtube.com/watch?v=uo29Oa-e61I

Obama victory aftermath (FUNNY Movie)
http://themessthatgreenspanmade.blogspot.com/2008/11/obama-victory-aftermath.html

Inflation-adjusted Dow
from Bearwatch by noreply@blogger.com (Sackerson)
http://feeds.feedburner.com/~r/Bearwatch/~3/444036147/inflation-adjusted-dow.html
(via The Mogambo Guru)

Google walks away from Yahoo!
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/11/05/google-walks-away-from-yahoo/

Readings

Obama's Victory Speech
http://www.realclearpolitics.com/video_log/2008/11/obamas_victory_speech_1.html

...and...

McCain's Concession Speech
http://www.realclearpolitics.com/video_log/2008/11/mccains_concession_speech.html

---

Is President Obama a buy signal for precious metals?
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/11/05/is-president-obama-a-buy-signal-for-precious-metals/

US Base Money: Hyper Inflation Ahead?
By Adrian Ash (BullionVault), via Biiwii.com
http://www.biiwii.com/bv2/ash171.htm

---

This is why we watch macro indicators
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/442328757/this-is-why-we-watch-macro-indicators.html
VIX down

...and...

LIBOR Plunges For 17 Consecutive Day
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/442508919/libor-plunges-for-17-consecutive-day.html

Jim Rogers video interview with Bloomberg

http://www.bloomberg.com/avp/avp.htm?clipSRC=mms://media2.bloomberg.com/cache/vCM4wglCjinI.asf

Video feed: mms://media2.bloomberg.com/cache/vCM4wglCjinI.asf

One more cartoon before the elections :)

Pumpkings

Bottom...

Readings

South Korean banks go to Federal Reserve for dollars
http://www.guardian.co.uk/business/feedarticle/7939761

Dow 4,900 - sometime?
from Bearwatch by noreply@blogger.com (Sackerson)
http://feeds.feedburner.com/~r/Bearwatch/~3/440177345/dow-4900-sometime.html

HUI-Gold Ratio
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/437977139/hui-gold-ratio.html

GDP worst in seven years; Jobless claims remain elevated
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/10/gdp-worst-in-seven-years-jobless-claims.html

The Next Bubble: Treasury Borrowing for Quarter to be $408 Billion More Than Expected
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/11/treasury-borrowing-for-quarter-to-be.html

"Dubai Runs Out of Gold"
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/dubai-runs-out-of-gold.html
...massive rush at jewellery shops has led to a shortage of gold...

Run on gold in Dubai as investors shun stocks and property
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/10/28/dubai-gold-souk-empty-as-investors-shun-stocks-and-property/

Grim Auto News On Every Front
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/441365082/grim-auto-news-on-every-front.html

Fed Cuts 50 Basis Points, Another Bernanke Theory Blows Up
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/436172685/fed-cuts-50-basis-points-another.html

In sharp contrast to the US bailout(s)
from NakedShorts by Greg Newton
http://nakedshorts.typepad.com/nakedshorts/2008/11/in-sharp-contrast-to-the-us-bailouts.html
Russian Bailout :)

OPEC Production Rising
from Net Oil Exports by admin
http://netoilexports.blogspot.com/2008/10/opec-production-rising.html

RigZone.com: Oil-Price Rebound Could Be Severe
from Oil Depletion Debate by Scott
http://oildepletiondebate.blogspot.com/2008/11/rigzonecom-oil-price-rebound-could-be.html

Parallels from 1929
from The Great Depression of 2006 by Jim in San Marcos
http://greatdepression2006.blogspot.com/2008/11/parallels-from-1929.html

Porsche’s brilliantly conceived wealth transfer
from uglychart.com: a blog about stocks by Mike
http://feeds.feedburner.com/~r/uglychart/~3/441808638/
cornered the market in VW shares

No deal for Yahoo
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/10/31/no-deal-for-yahoo/

GM: "probably worst industry sales month in the post-WWII era."
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/441268233/gm-probably-worst-industry-sales-month.html

Fed Holds $145.7 Billion in Commercial Paper as of Oct 29
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/437337159/fed-holds-1457-billion-in-commercial.html

IMF Creates $100 Billion Fund
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/436566800/imf-creates-100-billion-fund.html

Wallstrip Halloween
http://www.wallstrip.com/2008/10/31/wallstrip-halloween/

Iceland...

Iceland Interest Rates Go From 12% to 18% and Its Currency Falls 50% Today
(post from couple of days ago...)

Marc Faber

http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vQooYjRYpYG4.asf&vCat=/av&RND=566254296

Michael's notes:

00:00 "I think Mr. Bernanke is a disaster."
00:56 Outlook for 20 percent rally in U.S. stocks
02:02 "Consequences" of Treasury and Fed policies
04:55 Potential 3-to-6 month rally in U.S. stocks
05:45 Outlook for deflation followed by inflation
07:05 McCain "more positive" for U.S. equities
Running time 08:05

Minefinders up.

Nice bounce today, high was 5.50 I believe.

A friend bring to my attention than ... Minefinders Gold's Valued at $47.2/oz - can you believe it? They are doing $700/oz at current gold prices (based on gold $747.20/oz)

My blog is up to date now :)

Readings (new one)

Fed cuts the funds rate by 50 bps to 1%
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/10/fed-cuts-funds-rate-by-50-bps-to-1.html
In case you want to see the statement.

Pssssst - Here's a Tip for You
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/pssssst-heres-tip-for-you.html

Countrywide Holds Record Inventory of Foreclosures for Sale
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/countrywide-holds-record-inventory-of.html
19,618 Homes Offered For Sale on Countrywide Financial's Website
Total REO Asking Price: $3,308,329,521
(As of October 17, 2008)

Important Support Level on the Monthly Gold Chart
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/significant-support-on-monthly-gold.html
Fork technical analysis ;)

White House: "Banks Need To Stop Hoarding Money"
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/435073583/white-house-banks-need-to-stop-hoarding.html

The Detroit Death March Continues
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/detroit-death-march-continues.html

The new Pickens Plan is cash
from The Mess That Greenspan Made by noreply@blogger.com (Tim)
http://themessthatgreenspanmade.blogspot.com/2008/10/new-pickens-plan-is-cash.html

The Fed Starts Buying Commercial Paper
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/435076814/fed-starts-buying-commercial-paper.html

WSJ: GM may get $5 Billion Government loan
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/434030670/wsj-gm-may-get-5-billion-loan.html


EU:
Iceland vs. USA Economic Analysis
from FedUp! by Doug Eberhardt
http://youcanmakeadifference.org/fedup/archives/31

IMF to Bail Out Ukraine
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/432775974/imf-to-bail-out-ukraine.html
As long as I know Bulgaria will get some money too.

Cliff Diving: Volvo truck sales plunge 99.7%
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/432012532/cliff-diving-volvo-truck-sales-plunge.html

BofE Report: Britian Banks May Need More Capital
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/434149320/bofe-report-britian-banks-may-need-more.html

We interrupt this program to bring you... 1% interest

This time I agree with Uncle Ben. Dollar is strong, and cutting rates is good.
I also agree to the half point cut, they will have powder for next cut ;)

For the moment the Market shows no big raise, but no big decline - thats good news.

However, this more and more looks like Greenspan era - I never thought we will have under 1.75% rates soon.

From Yahoo Finance:
Fed Cuts Key Interest Rate Half-point to 1 Percent

Readings... from the weekend

This week I am too busy...
Here you are the readings from the weekend and Monday :)

However, if you check the blog regulary, read the readings, because there are some important stuff there....

---

Fannie, Freddie debt costs up; Mortgage rates rising
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/10/fannie-freddie-debt-costs-up-mortgage.html

Existing home sales rise 5.5% in September, prices fall to lowest since early 2004
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/10/existing-home-sales-rise-55-in.html

Just when you thought it couldn't get any worse ...
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/10/just-when-you-thought-it-couldnt-get.html

Charts in the Babson Style for the Week Ending 24 October 2008
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/charts-in-babson-style-for-week-ending_24.html

IMF may need to "print money" as crisis spreads
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/3269669/IMF-may-need-to-print-money-as-crisis-spreads.html
SDR "printing"

Equity trading losses at Deutsche Bank, Citigroup, Credit Suisse
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/434243059/equity-trading-losses-at-deutsche-bank.html

Economic Crisis Around The Globe Continues
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/432957835/economic-crisis-around-globe-continues.html

GE Needs Fed Bailout To Finance Operations; Dividend At Risk
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/431959207/ge-needs-fed-bailout-to-finance.html

Australian Funds Block Withdrawals
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/430897184/australian-funds-block-withdrawals.html

Net Oil Exports - October 2008 Update
from Net Oil Exports by admin
http://netoilexports.blogspot.com/2008/10/net-oil-exports-october-2008-update.html

Another Month, Another Billion Dollars For T. Boone Pickens
from Net Oil Exports by admin
http://netoilexports.blogspot.com/2008/10/another-month-another-billion-dollars.html
T. Boone Estimates He's Down $2B From Drop in Oil, Gas Prices

Run on gold in Dubai as investors shun stocks and property
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/10/28/dubai-gold-souk-empty-as-investors-shun-stocks-and-property/

Gold stocks ready for a major rally
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/10/27/gold-stocks-ready-for-a-major-rally/

When will the US dollar rally end?
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/10/26/when-will-the-us-dollar-rally-end/
Marc Faber

Gold update - 20081026
from Reality Lenses by pej
http://feeds.feedburner.com/~r/RealityLenses/~3/433048981/gold-update-20081026.html
...first read this:
http://www.financialpost.com/story.html?id=906125

An E-Mail from a Worker at the Northwest Territorial Mint
from Red-Hot Resources by Sean Brodrick
http://redhotresources.blogspot.com/2008/10/e-mail-from-northwest-territorial-mint.html

Forex Friday
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/forex-friday_24.html
USD

The Moral Case for Tax Havens
http://www.youtube.com/watch?v=Xf14lkyH2dM

Oil to $50 ... or $150?
by Sean Brodrick
http://www.moneyandmarkets.com/oil-to-50-or-150-27801

Spreads

Dear Clients,

Please, be informed that as of today, October 24, 2008, due to high market volatility and low liquidity the spreads of the currency pairs will be as follows:

EUR/RON from 50 pips to 400 pips
USD/RON from 40 pips to 400 pips
USD/RUB from 100 pips to 1000 pips
USD/ZAR from 150 pips to 450 pips

We wish you successful trading!

Deltastock Dealing Department

Readings

Oil below $65 despite OPEC decision to cut 1.5 million barrels a day amid slumping demand
http://biz.yahoo.com/ap/081024/oil_prices.html

BNN article on commodities
http://watch.bnn.ca/#clip104603
Canadian oil sands, Gold, Platinum, Platinum Group Metals (the company)

Roubini Sees Crisis Worsening
http://www.bloomberg.com/avp/avp.htm?N=av&T=Roubini%20Sees%20Crisis%20Worsening%2C%20Hurting%20Emerging%20Markets&clipSRC=mms://media2.bloomberg.com/cache/vcYqArJFMJgA.asf
...audio link directly...
mms://media2.bloomberg.com/cache/vcYqArJFMJgA.asf
Very interesting video intervies

Sentiment bearish (bullish)
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/429573378/sentiment-bearish-bullish.html
Gold, Oil, USD

S&P 500 Crash Count Compared To Nikkei Index
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/429772044/s-500-crash-count-compared-to-nikkei.html

Links by Sean Brodrick
http://redhotresources.blogspot.com/2008/10/its-been-heck-of-day.html
Oil, Gold

Thursday Oil Market Round-Up
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/thursday-oil-market-round-up_23.html

A Dollar Down Moves You In
from The Great Depression of 2006 by Jim in San Marcos
http://greatdepression2006.blogspot.com/2008/10/dollar-down-moves-you-in.html
buy CA house for $1

Greenspan Concedes to 'Flaw' in His Market Ideology
http://www.bloomberg.com/apps/news?pid=20601087&refer=&sid=ah5qh9Up4rIg
ahaaaaaaaaa :-)

Dollar Sentiment Approaches Resistance
from Trend and Value Report by Lucas Elam
http://feeds.feedburner.com/~r/trendandvalue/~3/430104563/dollar-sentiment-approaches-resistance.html

GM and Chrysler plan layoffs... again
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/10/23/gm-and-chrysler-plan-layoffsagain/

EU:

Russian default risk tops Iceland as crisis deepens
http://www.telegraph.co.uk/news/worldnews/europe/russia/3248672/Russian-default-risk-tops-Iceland-as-crisis-deepens-financial-crisis.html

In Bulgarian:

"Газпром" моли ОПЕК да вдигне цената на петрола
http://pazari.dnevnik.bg/show/561128/

Readings

Thanks For Being With Us
from ANTI-SOPITALIST by boris
http://borisc.blogspot.com/2008/10/thanks-for-being-with-us_22.html
Interesting post from Boris...

Roubini on CNBC
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/428721825/roubini-on-cnbc.html
Several videos...

Long Term Gold Chart and a New Set of Hedged Positions
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/long-term-gold-chart.html

Asian Stocks Drop To 4-Year Low
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/429386740/asian-stocks-drop-to-4-year-low.html

US Dollar, Yen, Treasuries Soar In Risk Aversion Moves
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/428881482/us-dollar-yen-treasuries-soar-in-risk.html
Currencies

Will Warren Buffett buy gold and silver stocks?
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/10/22/will-warren-buffett-buy-gold-and-silver-stocks/

Quick update on gold prices
from Reality Lenses by pej
http://feeds.feedburner.com/~r/RealityLenses/~3/429051908/quick-update-on-gold-prices.html

We're Nowhere Near A Bottom in Housing
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/were-nowhere-near-bottom-in-housing_22.html

One dollar per tonne at the Gold ETF
from The Mess That Greenspan Made by noreply@blogger.com (Tim)
http://themessthatgreenspanmade.blogspot.com/2008/10/one-dollar-per-tonne-at-gold-etf.html
GLD tonnage

A reason not to invest in pensions?
from Bearwatch by noreply@blogger.com (Sackerson)
http://feeds.feedburner.com/~r/Bearwatch/~3/428722627/reason-not-to-invest-in-pensions.html
Cry to me Argentina :)

Stockexchange swap trade

Sold all GLD. I have no GLD now.
Bought KGC for the money from GLD.

Have little cach left, will deploy it in MFN tomorrow, but only if they fall to $4.20-4.30 area.

Explanation is that gold went only 6.5 % down, but KGC - 11.5%,
hopefully KGC will be 10 % up tomorrow, and gold only 5%, which will allow me to swap back. Note this is NOT a speculation, because I like KGC as much as I like GLD, so I don't mind to keep it as well.

We will see what future will show...

Minefinders again

2008-10-16 - Panel under leach @ Dolores :-)

IMPORTANT things...

Finally Minefinders Commences Leaching -
http://biz.yahoo.com/iw/081022/0445444.html , at the same time stock price plummed to $4.50... If this is not buying opportunity, I don't know what is it.

Gold testing support now - ~$750, everything but dollar is down. US Bond (TLT) is up.

HUI is under 200.

CRB crashed:
http://bonddad.blogspot.com/2008/10/wednesday-commodities-round-up_22.html

Hungarian currency - Forint is crashed:

Forint follies ... Argentine angst ... and more on mortgages
from Interest Rate Roundup by Mike Larson
http://interestrateroundup.blogspot.com/2008/10/forint-follies-argentine-angst-and-more.html

Detail "Hungarian" article:
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLrRRiiGyro4&refer=home

Helpful charts - Forint to EUR and Forint to USD.
http://finance.yahoo.com/q/bc?t=3m&s=EURHUF%3DX&l=on&z=m&q=l&c=USDHUF%3DX

Friend wrote:

It appears that the major government mints have conspired to prevent their citizens from obtaining gold and silver coins, despite unprecedented high demand for such. Thus at a time of financial turmoil, when the public normally turns to gold and silver as a safe haven, governments have prevented them from doing so this time. So, if one hasn't already stocked up on bullion, you aren't going to be able to do so now, except at very high prices, if you can get anyone to sell you any from their own supply.

Thus we have de facto confiscation, only the government doesn't have to call it so. They don't have to seize people's assets because not that many people have any to seize. They simply prevent the majority of people who want gold and silver from getting any. In other words, for most people, the government has "confiscated" their gold and silver by not letting them buy any. Very clever. At the same time, they're stomping on the price of gold and silver (in the U.S., anyway) to tamp down even the demand for it. The whole thing gives new meaning to "Don't Fight the Fed!" Very discouraging for those of us who have prepared otherwise. But I suppose the game isn't over yet, so we'll see how it turns out.

Silver lower? Think again

Yes, We Have No Silver
by Sean Brodrick 10-22-08
http://www.moneyandmarkets.com/yes-we-have-no-silver-2-27680

Readings

US Dollar
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/427420980/us-dollar.html

Acute panic phase easing?
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/427760388/acute-panic-phase-easing.html

San Diego home prices are "off the chart"
from The Mess That Greenspan Made by noreply@blogger.com (Tim)
http://themessthatgreenspanmade.blogspot.com/2008/10/san-diego-home-prices-are-off-chart.html

World:

Argentina seizes pension funds to pay debts. Who's next?
http://blogs.telegraph.co.uk/ambrose_evans-pritchard/blog/2008/10/21/argentina_seizes_pension_funds_to_pay_debts_whos_next

Argentina Default Looms, Pension Fund Seized
from Mish's Global Economic Trend Analysis by Michael Shedlock
http://feeds.feedburner.com/~r/MishsGlobalEconomicTrendAnalysis/~3/428330435/argentina-default-looms-pension-fund.html

in Bulgarian:

Лесни “решения”
from Блогът за икономика by Георги Ангелов
http://ikonomika.org/?p=1563

Readings

Gold runs out in German rush
http://www.thisislondon.co.uk/standard-business/article-23571196-details/Gold+runs+out+in+German+rush/article.do

UNG daily chart
from Biiwii.com Technical Analysis & Commentary by Gary from biiwii.com
http://feeds.feedburner.com/~r/BiiwiicomNotes/~3/426651843/ung-daily-chart.html

Potential Inverse H&S Bottom on Gold
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/potential-inverse-h-bottom-on-gold.html
I am bullish on gold too, but this is *not* H&S bottom...

The SP 500 May be in a Cascading Waterfall Decline With a Bottom around 444
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/sp-500-may-still-be-on-edge-of-abyss.html
SPX chart

Oil and Gold Charts and Monday News
from Red-Hot Resources by Sean Brodrick
http://redhotresources.blogspot.com/2008/10/oil-and-gold-charts-and-monday-news.html

Bonddad Bullish?
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/bonddad-bullish.html

The world according to the goldbug newsletter writer
http://incakolanews.blogspot.com/2008/10/world-according-to-goldbug-newsletter.html
Is more like a joke...

OPEC plans emergency meeting, auto industry cheers
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/10/20/opec-plans-emergency-meeting-auto-industry-cheers/

What Now?
from Wallstrip
http://www.wallstrip.com/2008/10/20/what-now-2/

The gold price during recessions
from The Mess That Greenspan Made by noreply@blogger.com (Tim)
http://themessthatgreenspanmade.blogspot.com/2008/10/gold-price-during-recessions.html

Very oversold market
http://www.financialsense.com/editorials/swenlin/2008/1017.html

Gold/Silver/USD Market Update
by Clive Maund
http://www.safehaven.com/article-11608.htm
...and...
http://www.safehaven.com/article-11607.htm

Marco Polo Goes West
by Adrian Ash (Bullionvault.com)
http://www.safehaven.com/article-11588.htm

In Bulgarian:

МВФ може да спаси Балканите от финансовата буря
IMF can (will) save Balkans from financial storm
from e-vestnik.bg by e-vestnik.bg
http://e-vestnik.bg/4857
is not for Bulgaria

Грузия не се плаши от войната, ще пребори и финансовата криза
Georgia is not afraid from the war, will overcome the financial crisis as well
from e-vestnik.bg by e-vestnik.bg
http://e-vestnik.bg/4855

Readings

Dow 4,000?
from Bearwatch by noreply@blogger.com (Sackerson)
http://feeds.feedburner.com/~r/Bearwatch/~3/424815795/dow-4000.html

AP IMPACT: Mortgage firm arranged stealth campaign
http://biz.yahoo.com/ap/081020/the_influence_game_housing.html
Freddie Mac secretly paid a Republican consulting firm $2 million to kill legislation that would have regulated and trimmed the mortgage finance giant and its sister company, Fannie Mae, three years before the government took control to prevent their collapse.

Warren Buffett sees danger in treasury bonds
from Peter J. Cooper's Weblog by peterjcooper
http://arabianmoney.net/2008/10/18/warren-buffett-dumps-treasury-bonds-buys-stocks/

Forex Friday
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/forex-friday.html

Hedge Fund Redemptions Creating Problems
from The Bonddad Blog by bonddad
http://bonddad.blogspot.com/2008/10/hedge-fund-redemptions-creating.html

Google sees profit, sales increase
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/10/17/google-sees-profit-sales-increase/

Six Wall Street Banks to Distribute 10% of the $700 Bn Rescue as Pay and Bonuses for This Year's Performance
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/wall-street-banks-to-pay-out-10-of-700.html

Major Market Bottoms over the Last 150 Years
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/major-market-bottoms-over-last-200.html

Charts in the Babson Style for the Week Ending 17 October
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/charts-in-babson-style-for-week-ending_17.html

Short Term Treasury Debt Issuance Goes Parabolic
from Jesse's Cafe Americain by Jesse
http://jessescrossroadscafe.blogspot.com/2008/10/short-term-treasury-debt-issuance-goes.html
For the moment, this is may be the most important chart of all

Oil, OPEC

Barrel of oil price
from Wallstrip » Blog by Wallstrip
http://www.wallstrip.com/2008/10/17/barrel-of-oil-price/

EU:

Netherlands Injects $13.4 Billion in ING
from Calculated Risk by CalculatedRisk
http://feeds.feedburner.com/~r/CalculatedRisk/~3/425963874/netherlands-injects-134-billion-in-ing.html

Funny

Capitalism is dead!
from The Mess That Greenspan Made by noreply@blogger.com (Tim)
http://themessthatgreenspanmade.blogspot.com/2008/10/capitalism-is-dead.html

Funny, in Russian:

Кто может быт президента? - Я :)
Who can be the president? - Me :)
http://www.youtube.com/watch?v=8QH_Oxv07UY

Звери - До Встречи
http://www.vbox7.com/play:75079007
nice russian song, no need to know Russial to watch :-)