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FT Alphaville – Tracy Alloway – Some useful things I’ve learned about Germany’s hyperinflation’
Another Real-Time Economic Indicator Is Rolling Over And Showing Contraction
FT.com – Martin Wolf – Germany’s eurozone crisis nightmare
New credit crunch risk as banks face funding crisis – Telegraph
The Emotional Cost of Underemployment – Gallup
Morgan Stanley’s Roach Sees ‘False Alarm’ on China – [...]

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A lot of media outlets have noticed that, despite George Soros’ protestations about the rise in gold prices being excessive, Soros Fund Management have invested a lot more money in gold after he made his apparently gold-bearish calls.  What gives? 
Apparently, Soros is a market-timing momentum investor because his comments in the Australian demonstrate that [...]

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The following is a post which first appeared at the Big Picture from Paul Brodsky & Lee Quaintance who run QB Partners, a private macro-oriented investment fund based in New York.
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We Are All Austrians Now
Things are different this time, as they always are. The great difference between today’s capital markets and those since World [...]

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Back in July, Ed pointed to some comments by George Soros on currencies that I felt were perceptive. Soros said:
The dollar is a very weak currency except all the others.

With most major currencies down significantly against the dollar, we now see the truth in that statement. I want to add some color and connect this [...]

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From cuddly teddy bear, to growling starving bear, here is your bear market index, courtesy of FallStreet.com. Hat tip Scott.
 

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John Mauldin believes we have just seen a pretty amazing trading rally aka cyclical bull/bear market rally. Stocks are more than 60% above March lows.  But many stocks are at “nosebleed” valuation levels and that makes him suspect this is not an opportune entry point for stock market investors.
He counsels utilities (like Bill Gross) or [...]

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In the clip below Mark Dice tells people that he will give them a one ounce Gold coin for free if they can guess how much it’s worth. To be fair he gives them 25% leeway in their guess.
How do you think they did?  P.S. – the answer is not 38 cents or $17; it’s [...]

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Below is another great article from John Mauldin via his weekly newsletter.
John Mauldin, Best-Selling author and recognized financial expert, is also editor of the free Thoughts From the Frontline that goes to over 1 million readers each week. For more information on John or his FREE weekly economic letter go to:http://www.frontlinethoughts.com/learnmore
From ghoulies and ghosties [...]

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Marc Faber is in a bullish mindset, particularly on gold. In a wide-ranging interview with CNBC TV-18 in India, Faber talked about where he sees markets headed and why he thinks gold will never drop below $1,000 an ounce.
Private sector contracting while public sector expanding
This is the frame that Marc Faber puts on recent events [...]