Aggregated Awareness

A practical commentary from Catherine Austin Fitts & Carolyn Betts of Solari on the options available to investors for precious metals storage.

This is a good practical guide for the newer precious metals investor, that will at least allow them to get a start on the storage options upon which they might do further research.

But as always, caveat emptor.

From Gordon T Long, comes the newest in his Tipping Points series of articles in attempting to quantify those events which may be catalysts for an acceleration in the process of global economic breakdown that is slowly taking place in many parts of the world.

From Rob Kirby via Financial Sense comes an excellent explanation on why a deluge of US Treasury Bond supply is met with even larger US Treasury Bond demand, and why quantitative easing (QE or Queasing) will ensure even larger US Treasury Bond demand or even lower US Treasury Bond yields.

From Christopher Pavese of Broyhill Asset Management via Zerohedge comes this well put together report on the Australian Housing Market, and where it might be heading.

Excerpt: "...The recurring theme in every case is that housing bubbles are almost always justified by “new era” thinking, land shortages, and are considered unique right up until the moment they pop. Most bubbles around the world have at least partially deflated in the wake of the Great Contraction, yet the property market Down Under continues to chug along ignoring the gravitational forces of mean reversion as Aussie consumers continue their American-inspired credit binge.

US housing prices nearly doubled in the decade leading to their ultimate peak as shown in the above chart. Australian real estate kept pace with these gains until US home prices lost nearly a third of their value as US home owners deleveraged their balance sheets. Since then, Australian households have watched their home prices appreciate by at least that much, while they continue to feast at the trough of easy credit..."

From Gonzalo Lira's blog via Zerohedge comes this excellent commentary on why both 'Austerity' & 'Stimulus' economic policy measures, being espoused by advocates of both camps in governments & monetary authorities around the world, are doomed to fail.

From Professor Fekete comes another excellent article, the gist of which is that, without a restoration of the "international bill market", then any entertainment of the idea of a 'sound money' system will fail.

From the South China Morning Post (SCMP) & the Fitch rating agency via Zerohedge.com comes a headline that you won't see in the mainstream media. Period.

Whenever the Chinese property bubble bursts, and ALL bubbles eventually do, this will have far reaching ramifications, for all of China's trade partners but especially for Australia...