Why We Should Fear the REPO

http://ift.tt/1k2Y8DE The REPO market is the transmission mechanism that drives liquidity. It is breaking down beneath the surface.

The Bond Markets Black Swans and the Tiny Spirit of Santo

http://ift.tt/1zeimxX When The Bank Espirito Santo catches a cold, watch the world sneeze.

Dr. Jeff Radio interview with Guilded Wealth

http://ift.tt/1jP0SEF Dr. Jeff Radio interview with Guilded Wealth

Silver Before it's Too Late

http://ift.tt/WoP3L9 If silver prices were to suddenly move back toward natural price equilibrium, there would naturally (not always the best thing) be a rush to get on board.

Central Banks and The Dollar Hitting the BRICS

http://ift.tt/WoOXTU Parallel phenomena are trickling their way up from the darkness in monetary sentiment.

The Perfect Crime and the Plight of the Modern Silverite

http://ift.tt/VUgR9F Silver is not just any old commodity. It is old money. Despite massive efforts and price fixing, clipping and manipulation, it has remained central to monetary and political systems for centuries. Today it is small and relatively dark in the context of modern investing.

Silver in the Aftermath of Fragility

http://ift.tt/VUgPyP Despite the persistence of the recovery meme, financial markets are more fragile to risk than ever before.

Threading the Needle of Price Discovery

http://ift.tt/ViNihZ Price discovery in all commodities is an electronic paper affair. While the macro-economy and the geopolitical provide a distant framework, they do not wield significant direct influence.