Monthly Archives: December 2011

While most financial pundits focus on following the trend from the year prior, we take a different look and use this time of year to see what unloved situations have true potential. While 2011 was the year that took many … Continue reading →

The Finance Ministry plans to raise the issuance limit for bills to fund currency intervention to 195 trillion yen ($2.5 trillion), the first increase since Sept. 30, according to government documents released in Tokyo today. More than 65 trillion yen … Continue reading →

For those wondering what all this means, we remind you that there was a roughly $6.5 trillion synthetic (duration mismatch) USD short as of 4 years ago, as we reported at the time. That short has gotten substantially larger following … Continue reading →

10 – WHEAT PRICES TO DOUBLE IN 2012The price of CBOT wheat will double during 2012 after having been the worst performing crop in 2011. The drop was brought about due to a combination of farmers responding to high prices … Continue reading →

And his conclusion: “From the beginning of this crisis I’ve believed the only way politicians will get ahead of it is to bring in the ECB. Since I believe politicians do want to get ahead of it, I expect the … Continue reading →