Archives for November, 2014

The Looming Uranium Crisis: Strategic Implications for the Colder War

In the wake of one singular event—the disaster at Fukushima in March 2011, the effects of which are still being felt today across the planet—nuclear power has seemingly fallen into utter disrepute, at least in the popular mind. But this is largely an illusion. It’s true that Japan took all 52 of its nuclear plants […]

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Outside the Box: The Return of the Dollar

  Two years ago, my friend Mohamed El-Erian and I were on the stage at my Strategic Investment Conference. Naturally we were discussing currencies in the global economy, and I asked him about currency wars. He smiled and said to me, “John, we don’t talk about currency wars in polite circles. More like currency disagreements” […]

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“Paper Gold” and Its Effect on the Gold Price

Gold dropped to new lows of $1,130 per ounce last week. This is surprising because it doesn’t square with the fundamentals. China and India continue to exert strong demand on gold, and interest in bullion coins remains high. I explained in my October article in The Casey Report that the Comex futures market structure allows […]

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Marin Katusa: “Russia Back to Superpower Status”

Russian President Vladimir Putin has re-established his country as a global superpower. “Not only that, he’s got the other emerging markets working in concert against U.S. interests, globally,” said Marin Katusa, author of The Colder War, during an interview on the “Steve Malzberg Show” on Newsmax TV. On top of that, Marin added, “Western Europe’s become […]

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Preventing Taxpaying Milk Cows from Seeking Greener Pastures

It’s undeniable that the window of opportunity is getting smaller… especially when you connect all the dots and see the big picture. To help connect those dots, it’s important to understand the things that make being an American citizen uniquely burdensome. First, Americans are the only people in the entire world who effectively suffer under […]

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Things That Make You Go Hmmm: Hato No Naka No Neko

  Last week, appropriately enough on Halloween, the Bank of Japan did something truly scary. As shocks go, this one — though it had been fairly well-telegraphed to the markets that something wicked this way might be coming — was in a league of its own. I’m sure that by now you’re well aware of what Kuroda-san […]

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Why Janet Yellen Needs Her Own Magic Show

What do Siegfried and Roy have in common with Federal Reserve Chairman Janet Yellen? Shortly after the Bureau of Labor Statistics released unemployment data last month showing that joblessness had dropped below 6% for the first time since the 2008 crash, the Federal Reserve announced it would stop government bond purchases; Quantitative Easing is history. […]

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Thoughts from the Frontline: The Last Argument of Central Banks

  For a central banker, deflation is one of the Four Horsemen of the Apocalypse: Death, Famine, Disease, and Deflation. (We will address later in this letter why War, in the form of a currency war, is not in a central banker’s Apocalypse mix.) It is helpful to understand that, before a person is allowed […]

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Outside the Box: The Biggest Threat to U.S. Jobs: “The Contestability Nightmare”

  Today’s Outside the Box comes from Sam Rines of Chilton Capital Management in Houston, TX – a promising young economics contributor to The National Interest and a rising star who I met at Worth Wray’s wedding a few weeks ago. Worth and Sam have developed quite the friendship over the past several months, but […]

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The Madness of the EU’s Energy Policy

The stakes couldn’t be higher. Vladimir Putin has launched a devastating plan to turn Russia into an energy powerhouse. And Europe, dependent on Russian natural gas and oil for a third of its fuel needs, has fallen right into his hands: Putin can bend the EU to his will simply by twisting the valve shut. […]

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