Greg Hunter: Dr Jim Willie - Dollar Mortally Wounded, Treasury Bond Toxic Paper And Gold

  Filter this interview with your own understanding of what is too far stretched and what has already happen. Jim Willie provides his Big Picture View, which definitely stimulates imagination. A lot of former conspiracy theories have happen to be true: Private FED, Rigged LIBOR, Manipulated FOREX, HFT, Manipulations in Gold and Silver. Some others will be coming into the spotlight from the heat of the Financial Wars played around Ukraine now.

WEB Bubble 2.0 Bursting, NASDAQ Meltdown And Gold TNR.v ILC.v MUX GDX GLD QQQ DIA SPY

  "WEB Bubble 2.0 is bursting and SOCL - Social Media ETF on the chart above is the very good representation of what is happening with the hot plays of 2013. SOCL ETF is just a notch away from the official bear market with 19.4% decline from its top so far. As we have noted before, the hot IPO market is another sign of the important top in the equity markets, when insiders are selling out at the valuations totally disconnected from the real underlining economic situation." 

Russia should switch to ruble payments with all trading partners - head of VTB Bank

Gold Surges As US Dollar Exit Begins: Russia Largest Bank Halts Foreign Currency Loans MUX TNR.v GLD GDX

 "CS. It did not take long for Putin to start its retaliation against the sanctions and excuse was presented by JP Morgan's block of some payments on the grounds that Bank Rossii was involved in transaction. Bank Rossii was on the list of sanctions and even its issued international credit cards were declined after that. Mr Putin said that he will open his personal account in that bank and now it became really personal. We are not judging who is right in all this mess created by CIA vs KGB 2014 War Games, but ultimately aimed to push China from its path of Dangerously Fast Rising Into Power by all means possible including the last asset of the Falling Empire - Military Industrial Complex. We are just observing the outcome. 

  For us this action from Russian Largest Bank is the sign of US Dollar Exit flashing Red to everybody who is watching. Any Exit will not be even contemplated without China supporting it - we guess some arrangements are in place already. Putin is looking to reallocated Russian Oil and Gas, Metals and Agricultural Commodities towards Asia: China and India particularly.
  So far China was benefiting from all these Ukraine games by playing "The Smart Monkey Watching Two Tigers' Fight": by abstaining in UN's vote, but treating Michelle Obama during her "family visit" at the highest level at the same time. China is more than happy to buy Copper and Copper projects at the lower price, Chinese are buying the record amount of Gold and now will have the upper hand on pricing in the ongoing long negotiations on Oil and Gas supply to China, which are reported to be concluded in May. 

  Next moves will be very interesting to say at least. Western Equity markets are levitating without any reflection of reality of the underlining economy and all it takes now to bring these Currency Wars to the next level  is for Putin to announce that All Russian Commodities will be traded Not In US Dollars and any pricing and transactions in US Dollar will be prohibited by Russian Central Bank. Next move could be the pricing and transactions in Gold based currency which is so well explained by James Rickards. 

  Russia has already announced the creation of its own payment system not depending on the western financial institutions. White House Hawks are better take notice now as their push to isolate Russia can succeed and Russia can take into "isolation" China, India and other BRICS Club countries with a good half of the world population. Wall Street can survive for a while rigging what is left from the financial markets, but once all Cloud and Mobile Games IPO will be sold to Muppets people will be asking for Food on the streets. As for the "Isolated" - just check your iPhone. Was it Made in China - we guess? The Isolated Club will have all commodities and technology available to prosper. Who will be left behind in the end?"

How China Fooled The World ... And Will Do It Again.

"This documentary brings the very important perspective to the China's economic miracle. We do agree that Collapse of China will be nothing less spectacular than its Rise, but will it ever happen? Nobody questions that the growth above 10% is unsustainable, but will anything "less amazing" like 7.0% -7.5% will Crash China? Western media would like us all to believe so. We are not convinced. Timing is very suspicious. West is desperate for another War, for anything to fight for ... with its last Empire attribute left - The Military Industrial Complex. Whether it is Syria, Ukraine or even China does not really matter. Whatever it takes to keep the party going."

WEB Bubble 2.0 Bursting, NASDAQ Meltdown And Gold TNR.v ILC.v MUX GDX GLD QQQ DIA SPY

  

  WEB Bubble 2.0 is bursting and SOCL - Social Media ETF on the chart above is the very good representation of what is happening with the hot plays of 2013. SOCL ETF is just a notch away from the official bear market with 19.4% decline from its top so far. As we have noted before, the hot IPO market is another sign of the important top in the equity markets, when insiders are selling out at the valuations totally disconnected from the real underlining economic situation.

WEB Bubble 2.0 - KING IPO Crushed KING SOCL TWTR FB LNKD

  "Carl Icahn with his warning about the big sell down coming can be right on the money. KING IPO is crushed today and Web Bubble 2.0 can be very close to the major correction. Social Media darlings are sliding down recently as we can see on the chart above. 

  We are just wondering has all world gone totally nuts or it is only virus spreading in the West? Mobile games are the most important thing right now judging by the Valuations and The Bubble Media buzz, only "stupid" Chinese are buying all Gold they can get and the best Copper and Lithium projects around the Globe.  We will see who will be right in the end."

Currency Wars: The Yuan's Silent Scream - Portrait Of A Derivatives Bomb Being Detonated TNR.v MUX GDX GLD

Jim Sinclair.

Update March 4th, 2014 Here we go as per Jim Rickards's Currency Wars template:

ZeroHedge:

Putin Advisor Threatens With Dumping US Treasurys, Abandoning Dollar If US Proceeds With Sanctions

"While the comments by Russian presidential advisor, Sergei Glazyev, came before Putin's detente press conference early this morning, they did flash a red light of warning as to what Russian response may be should the west indeed proceed with "crippling" sanctions as Kerry is demanding.  As RIA reports, his advice is that "authorities should dump US government bonds in the event of Russian companies and individuals being targeted by sanctions over events in Ukraine." Glazyev said the United States would be the first to suffer in the event of any sanctions regime. “The Americans are threatening Russia with sanctions and pulling the EU into a trade and economic war with Russia,” Glazyev said. “Most of the sanctions against Russia will bring harm to the United States itself, because as far as trade relations with the United States go, we don’t depend on them in any way.”

  David Kranzler published a very interesting article confirming our discussion about the ongoing Financial War involving USA, Russia and China now. Bo Polny on the chart above presents his view about the implications of US Dollar crash below 80.00 level for the Gold market and you can find our thoughts on the links  below.

Ukraine and Peter Schiff: Recovery Fantasy, Dollar Crash Below 80.00 And Gold "Wall of Worry". TNR.v MUX GDX

"Obama can have his own war finally after the few unsuccessful attempts with YouTube evidence in Syria. We do hope that it will be only Financial War and we can see the first rounds of it this week. Initially US Dollar went up on the escalation of the situation in Ukraine - as any potential military action in the world is supposed to be positive for the U.S. Military Complex, but on Friday with major headlines from Moscow about Ukraine Dollar has dived decisively below 80.00 to the 79.78 close. After these U.S. actions in Ukraine considered as an insult by the Kremlin the least you can expect is selling of the US Treasuries by Russia and, maybe, already accelerating of selling by China as well. They have been already smelling the rat about the USTs Game Of Musical Chairs for a long time. It is just too personal. None of these two countries - or it will be better say leaders - would like to be liberated next in any circumstances. Dr. Paul Craig Roberts - former US Treasury official - has made the best comments on the situation in Ukraine."

Dollar Crashed Below 80.00 What Is Next For Gold, Copper And Lithium? TNR.v MUX ILC.v GDX

"In a few words: they all are going much higher now. Let's discuss why we think it is going to be the case. What is coming next for stocks and commodities? The concept of Great Inflation in 2014 was first introduced here by Toby Connor article and so far the market was unfolding as he has predicted. The most important observation here is that not only we are seeing the first signs of increased money velocity and unfolding Inflation in the different Commodities Breakouts, but that FED is actively looking forward to create Inflation. Janet Yellen statements about desired level of Inflation were quite a revelation for the Central Banker to say the least. Never fight the FED and with the help of Russia and China US dollar will slide down even more and Inflation will be coming not only onto your grocery bills, where it was never gone, but even into the massaged government statistic reports."

Investing.com:

The Yuan's Silent Scream

Anyone who denies that the Fed is engaging in unprecedented intervention in all of the markets -- especially the gold and silver markets -- is guilty of either ignorance or willfully intentional denial.  But the Chinese can play the intervention game as well.  We are seeing that giant footprint of intervention in the dollar/yuan relationship, as the Chinese yuan has just experienced it biggest weekly plunge ever:

 The Dollar vs, The Yuan

Briefly, this graph (edits in white/red are mine) shows the $/yuan relationship.  It plots the amount of Chinese yuan needed to buy one U.S. dollar. When the ratio declines, it means the yuan is increasing in value vs. the dollar.  As you can see, there has been a steady decline in the $/yuan ratio, which means that Chinese Government has been letting the yuan rise in value.  That is, until about a week ago.

What most market observers tend to overlook is that there are likely tens of billions worth of OTC derivatives that have been issued by the too-big-to-fail banks tied to the trading relationship between the $/yuan. In fact, Morgan Stanley estimates the amount to be at least $150 billion.  They also show a table in that link which estimates possible losses to the banks if this is the case to be well in excess of $1 billion.  Morgan Stanley should know, it was one of the biggest beneficiaries of the 2008-2009 Bush/Obama bailout of Wall Street.  MS also has one of the highest net exposures as a percent of bank capital to derivatives accidents.

In my view, that spike up in the $/yuan you see in the chart above has probably triggered a massive derivatives "explosion" because typically, in their keen foresight and wisdom, the bank rocket scientists never account for the risk of a big move like the one above in a such a short period of time.  If they were to price in this possibility, the derivatives contracts upon which they make $10's of millions in selling profits would be too expensive and the banks would miss out on that easy income.   But hey, we haven't seen a move like that in the history of the $/yuan contract so why should the banks ever expect it to happen?  And the Fed and Government has their back if they're wrong.

Of course, this was same Nobel Prize winning wisdom that cause the Long Term Capital collapse and bailout (remember that one?) and that caused - more catastrophically - the 2008 collapse of the U.S. financial system (AIG/Goldman) and the subsequent joint Republican/Democrat 100% approved taxpayer bailout.

Many analysts are wondering why the Chinese Government, which has a tight control over the trading level of the $/yuan, has enabled the above spike up to occur.  If you think about the ramifications of what I just laid out above, it leads to one possibility (hint: think about the big blow that was just delivered to western bank balance sheets if I'm right about a behind the scenes derivatives accident having just occurred).

I see this as another big cruise missile just fired by China in the global currency war.  The first big missile being the massive accumulation of gold by the Chinese (as has been documented ad nauseum).  There's also another benefit to the Chinese.  Think about the massive size of China's dollar reserves.   The dollar has just become significantly more valuable vs. the yuan and so has the value of China's dollar reserves.  This gives China more buying power to buy gold using dollars.

One other point, and this is tied to China's ultimate goal:  to unload its massive hoard of dollar reserves while making as little noise about it as possible.  Last night, a few hours after the yuan dropped precipitously against the dollar, the US dollar index plunged in cliff-dive fashion, losing 36 basis points in about 30 minutes.  While that may not sound significant, in currency trading terms that is considered to be a mini-crash.  Oh, it also dropped below key 80 line of support that has been drawn in the sand by the U.S Government, slicing through that level with ease.

I would suggest, and there's no way of telling without having access to the inside books - the books which contain the numbers for which the banks spend millions to make sure Congress helps the banks keep them hidden - that the Chinese have unloaded another truckload of dollars behind the all the smoke emanating from the holes created by the Chinese Government motivated $/yuan crash and the related derivatives explosions:

 The US Dollar Index

The greatest trick the devil ever pulled was convincing the world he didn't exist."

Dollar Crashed Below 80.00 What Is Next For Gold, Copper And Lithium? TNR.v MUX ILC.v GDX

CS. In a few words: they all are going much higher now. Let's discuss why we think it is going to be the case. This week we had the very important move in the US Dollar:

"Initially US Dollar went up on the escalation of the situation in Ukraine - as any potential military action in the world is supposed to be positive for the U.S. Military Complex, but on Friday with major headlines from Moscow about Ukraine Dollar has dived decisively below 80.00 to the 79.78 close.After these U.S. actions in Ukraine considered as an insult by the Kremlin the least you can expect is selling of the US Treasuries by Russia and, maybe, already accelerating of selling by China as well . They have been already smelling the rat about the USTs Game Of Musical Chairs for a long time. It is just too personal. None of these two countries - or it will be better say leaders - would like to be liberated next in any circumstances."

 What is coming next for stocks and commodities? The concept of Great Inflation in 2014 was first introduced here by Toby Connor article and so far the market was unfolding as he has predicted. The most important observation here is that not only we are seeing the first signs of increased money velocity and unfolding Inflation in the different Commodities Breakouts, but that FED is actively looking forward to create Inflation. Janet Yellen statements about desired level of Inflation were quite a revelation for the Central Banker to say the least. Never fight the FED and with the help of Russia and China US dollar will slide down even more and Inflation will be coming not only onto your grocery bills, where it was never gone, but even into the massaged government statistic reports.

Toby Connor: Dollar Breaks Down, Great Inflation to Push Gold And Silver Much Higher TNR.v MUX GDX GLD SLV

Toby Connor: The Great Inflation Of 2014 - Gold And Silver To Rise TNR.v, MUX, GDX, GLD, SLV

"Toby Connor provides very interesting technical view on the general markets, Commodities, Gold and Silver. Nobody can find inflation these days and his take on the final rise and bust in the general markets is very intriguing. Our own observations confirm the CRB - Commodities Index breakout and that Gold is knocking on the $1270 with huge break out to the upside after that. Supply and Demand picture provides further support to the technical observations in Gold and Silver markets these days. Where the Gold will come from in the future with China record buying continued? M&A activity will be driving the next Bull market in Gold and Silver miners."

  Today we would like to share very interesting conversation from Jim Puplava's Financial Sense:

"Erik Townsend and Chris Puplava co-host this week in a special edition of the Big Picture. The first topic is “When will Janet Blink?”, refers to new Fed Chair Janet Yellen, and if she will stay the course in taking the Fed’s tapering program back to zero stimulus. Erik contends that it’s impossible to trade or invest using conventional wisdom in this environment, and only elite insiders know in advance what to expect from the Fed."

  They are discussing at depth the very similar scenario presented by Toby Connor: when weak US Dollar will actually push Equity markets even higher as it happens in the first stages of Inflation environment. Once the first signs of Inflation will make its way into the official statistic equities will provide the certain level of protection of wealth as "they own the real assets". Here we will not digress to discuss the real assets behind WhatsApp 19 Billion valuation by Facebook.

  Commodities will be the major beneficiaries of this trend. On the CRB chart below you can see the huge breakout by Commodities from the down trend:

  Commodities have created the very big consolidation base with Double Bottom Reversal with Lows in Summer of 2012 and in the late Fall of 2014. The Second Low in November 2014 was confirmed by retest in December 2014 and very strong breakout after that. All enormous liquidity created by QE on the world-wide scale is finally sipping into the real world and pushing the commodities prices Up.

  Gold and Silver were one of the first to benefit and we have seen the very important confirmation by the Gold and Silver Stocks, but even more important is the unprecedented demand from China for Gold now.

Gold And Silver Break Crucial Levels Causing Massive Short Squeeze TNR.v MUX GDX GLD SLV RGLD SWC

Frank Holmes: These Gold Charts Will Make Your Heart Beat Faster TNR.v MUX GDX GLD ABX GG RGLD

  "Frank Holmes presents a very interesting set of charts supporting the bullish case for Gold and Gold stocks. Now with Gold crossing 200MA we have the game changer for the Gold marker. Professional traders have positioned themselves after 20MA was breaking out to the upside and smart money has followed after 50MA. Now the retail public will start buying the new Gold Bull leg.

  Number of Gold stocks with, McEwen Mining among them, has printed The Golden Cross already, when 50MA is crossing 200MA to the upside, confirming the bullish reversal pattern. It is very bullish set up and we expect the rally in Gold stocks to widen its base to include the smaller junior miners."

Hedgehog Trader ‏@HedgehogTrader  Feb 7

TNR Gold TNR.V is one of the most intriguing microcap stories I follow. #insidersbuying cc: @Sufiy @TedDixon @inkresearch

TNR Gold Insiders report: CEO And CFO Buying Shares. 

 Another very important confirmation is when insiders are buying into their own companies like in case with TNR Gold.

  GDX Gold Miners ETF has a very strong breakout from the December 2013 Low above MA50 and sitting right on that level retesting it now. All momentum indicators are still in positive territory. Gold and Silver price will be the major drivers here with the Catalyst for particular stock with the new discoveries and M&A activity.

  Copper should be the major beneficiary of the rising Inflation tide. 

  Sector was very volatile recently, but the emerging upside trend argument can be already made here as well. It must be confirmed by further strength and breaking out above the MA50. The most important confirmation of the rising Copper prices to come, as Glencore is talking about, is industry insiders M&A activity:

Rumour Mill: "CITIC Buying Into Pascua Lama" - Can Argentina Mining Really Make Its Come Back? TNR.v MUX ABX LCC.v

 "After the bidding war for Las Bambas Copper in Peru there are not so many world class copper assets left. M&A activity in Copper sector is heating up with ongoing deals on Glencore's Las Bambas, Hudbay's acquisition and OZ Minerals talks with potential partners. Now the projects like Los Azules copper will get more industry attention. We are following McEwen Mining and TNR Gold involved in this project, please read carefully all our disclaimers and do your own DD, as usual."

 Lithium sector has finally its come back now in style on the back of Tesla Gigafactory news:

  Lithium ETF has a definite breakout to the upside and Buy Volume signal and Lithium Stocks had an explosive move this week from very depressed valuations. After the initial excitement time is to make your homework and separate the future winners and the wannabes by your own DD. LG Chem is already chasing Tesla with its own plans announced today to build a Lithium Battery factory in China. One thing is for certain: Battery Industry insiders are building new production facilities as they see the coming demand - it will require new secure sources of Lithium. We will have to learn the new names like world leading Integrated Professional Lithium Producer Ganfeng Lithium and its partner International Lithium from Canada with Lithium projects in Ireland, Canada And Argentina.

Lithium Stocks Surging On $5B Tesla Gigafactory Plan To Ramp Up Mass-market Electric Car ILC.v TNR.v LIT WLC.to

  Now we have more details on Tesla Gigafactory and Elon Musk's plans  to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina.

International Lithium Strategic Partner Ganfeng Lithium Presentation ILC.v TNR.v LIT TSLA

  Tesla Gigafactory is driving a lot of interest to the Lithium sector these days. Lithium stocks were surging this week and it is time to find out who is who in this investment mega trend and separate the wannabes from serious players with projects, technicals teams and, the most important here, strong strategic partners available to provide capital and expertise to develop those projects. If this strategic partner, like in the case with International Lithium and Ganfeng Lithium from China,  happen to be one of the leaders among Integrated Professional Lithium Producers in the world it should deserve your attention. Do your own DD and always kick the tires - we will provide you with the initial information.

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Frank Holmes: These Gold Charts Will Make Your Heart Beat Faster TNR.v MUX GDX GLD ABX GG RGLD

  

  Frank Holmes presents a very interesting set of charts supporting the bullish case for Gold and Gold stocks. Now with Gold crossing 200MA we have the game changer for the Gold marker. Professional traders have positioned themselves after 20MA was breaking out to the upside and smart money has followed after 50MA. Now the retail public will start buying the new Gold Bull leg.

  Number of Gold stocks with, McEwen Mining among them, has printed The Golden Cross already, when 50MA is crossing 200MA to the upside, confirming the bullish reversal pattern. It is very bullish set up and we expect the rally in Gold stocks to widen its base to include the smaller junior miners.

Hedgehog Trader ‏@HedgehogTrader  Feb 7

TNR Gold TNR.V is one of the most intriguing microcap stories I follow. #insidersbuying cc: @Sufiy @TedDixon @inkresearch

TNR Gold Insiders report: CEO And CFO Buying Shares. 

Gold Breaks 1,320: The Mother Of Short Squeeze Has Arrived TNR.v MUX GDX GLD SLV RGLD ABX GG

  "Gold is sending its Happy Valentines to all Gold Bugs today and breaks $1320 on the massive short squeeze. Gold shorts will have their Blood Friday now. The real reason for this move is the realisation of the groundbreaking shift in the structure of the Gold market with the unprecedented demand of 2,181 tons of Gold from China in 2013. Janet Yellen testimony has opened the possibility To Taper The Taper andJames Rickards is calling for the Taper Pause in June. US dollar is going down very close to 80.00 level again. This level will be protected, but should the US Dollar break down below 80.00 Gold and Silver will go vertical towards $1,500 and $25 respectively.
  Our short Squeeze watch includes McEwen Mining and TNR Gold. McEwen Mining had 26.8 million shares sold short or 8.6 days to cover, according to NASDAQ. MUX.to has rocketed from December low of CAD1.80 to CAD3.27 close yesterday. Gold breakout will push shorts into the corner, but explosive move in Silver will have even more effect on this company.  TNR Gold is still day dreaming, but move in McEwen Mining should pull out this junior out of its misery. Los Azules Copper development will be next to watch on the back of recent M&A activity in the sector and CRB - commodity index breakout to the upside."

Frank Holmes:

These Gold Charts Will Make Your Heart Beat Faster

Gold lovers’ hearts beat faster last week, as the metal rose above $1,300 an ounce for the first time since November. The precious metal also climbed above its 200-day moving average, which hasn’t happened in about a year.

ISI’s John Mendelson noted that the generic gold future “rallied off its mid-December low and has decisively broken out above its downtrend line connecting the descending tops from late August, a near-term positive.” The next price he’s targeting is $1,350, the price gold was at in late October.

So while gold may correct over the next several months as the metal enters its seasonally weak period of the year, this looks promising for gold investors.

Here are a few more gold charts that just might have your heart beating faster:

1. The Love Trade Endures in the East

In January, 246 tons of gold were withdrawn from the Shanghai Gold Exchange, as China continues expressing its love for the precious metal. This marks a record level of gold deliveries on the exchange as well as a significant increase over the same time last year.

In addition, you can see on the chart below that January’s total also exceeds world mining production for the month.

As Ralph Aldis likes to say, “Once the metal moves from the West and goes into China, we won’t get that gold back very easily.”

2. Money Supply Grew Faster in January

In the first month of 2014, the M2 money supply, which is a measure of money supply that includes cash, savings and checking deposits, grew faster than the previous two years. In 2012, M2 grew 7.6 percent and in 2013, money supply rose 4.7 percent; at an annualized rate, January’s money supply growth “reached an annualized rate of increase of 8.75 percent,” according to Bloomberg’s Precious Metal Mining team.

This may mean “the U.S. Federal Reserve is trying to resurrect inflation, thus increasing the appeal of gold, the supply of which can only increase about 1.5 percent to 2.5 percent annually,” says Bloomberg.

Last year, gold started to take it on the chin when the real rate of return went from a negative 0.62 percent in March to a positive 0.54 percent by December. Like I told Jim Goddard from HoweStreet, a positive real rate of return is typically a major headwind for gold.

Between March and December of 2013, two things happened: 1) Yields rose in anticipation that the Federal Reserve would begin tapering its bond purchases, and 2) the consumer price index declined. However, going forward, I anticipate that CPI will increase, and, given the modest economic growth we’ve been seeing in the U.S. economy, interest rates won’t be able to rise too quickly.

3. Gold Stocks Poised to Rebound After Rare 3-Year Loss

What I think is tremendously powerful for gold stock investors is this chart. At the beginning of January, we took a look back at the annual returns for the Philadelphia Gold & Silver Index. In three decades, there were only three times that gold stocks only saw a consecutive 3-year loss.

These aren’t the only gold charts to love. See more in my latest presentation from the World Money Show.

By Frank Holmes
CEO and Chief Investment Officer
U.S. Global Investors"