Monthly Archives: February 2012

Germany Will Force Greece Out or Walk… Either Way a Collapse is Coming

The situation in Europe has now reached the point that the major players have shown their hands. And they are: 1)   Germany will not put up more money unless Greece essentially passes up its fiscal sovereignty. 2)   The G20 will … Continue reading

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The Key Players Are Showing Their Hands… Will Germany Go “All In”?

As I’ve stated time and again, Germany is the only EU member that has the money to get Greece through this next round of debt payments (14.4 billion Euros coming due March 20). But Merkel isn’t going to give the … Continue reading

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Greece (and the PIIGS) Are a MAJOR Problem… Even for the Strongest German Banks

Graham’s note: this is an excerpt of a client letter I sent out to subscribers of Private Wealth Advisory regarding the real threats Greece poses to the world financial system. The primary point is that the mainstream media is massively … Continue reading

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Just What Is the REAL Exposure to Greece? Pt 1

Graham’s note: this is an excerpt of a client letter I sent out to subscribers of Private Wealth Advisory regarding the real threats Greece poses to the world financial system. The primary point is that the mainstream media is massively … Continue reading

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The Real Mega-Trend That Guarantees the Cost of Living Will Rise

Graham’s note: this is an excerpt of a client letter I sent out to subscribers of Private Wealth Advisory regarding the growing threat of inflation in the financial system. Today we assess how population demographics and finite resources will impact … Continue reading

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Greece is Not Lehman 2.0… As I’ll Show You, It’s Far Far Worse…

Investors simply do not understand the significance of Greece. Comparisons are being made to Lehman, but these comparisons are moot for the following reason: Greece is a country not a private institution. This is not a subtle difference. True, Lehman’s … Continue reading

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Inflation, Stealth Inflation, and How to Maintain Your Purchasing Power Against Both

Graham’s note: this is a continuation of Monday’s article which was an excerpt of a client letter I sent out to subscribers of Private Wealth Advisory regarding the growing threat of inflation in the financial system. Today we assess how … Continue reading

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The Triumvirate of Wall Street/ The Fed/ and the White House is Beginning to Crumble

The Obama administration, as it pursues re-election in 2012, is doing all it can to claim that the US economy is in fact not quite as bad as previously thought. One of the tactics is to massage GDP and jobs … Continue reading

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The Great Squeeze: Asset Prices Will Fall, While the Cost of Living Will Rise

Graham’s note: this is an excerpt from a recent client note I sent out to subscribers of Private Wealth Advisory regarding the Fed’s most recent FOMC announcement: no QE 3 and extended ZIRP. Moreover, in that client letter I detail … Continue reading

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Investors Take Note: A Seismic Shift Has Begun in China…

Graham’s note: this is an excerpt from a recent client note I sent out to subscribers of Rapid Fire Options Alert regarding the situation in China (we’ve locked in both a 55% and a 15% thanks to some well timed … Continue reading

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Greece Has No Idea What It’s Gotten Itself Into

Graham’s note: the following is an excerpt from a recent issue of my Private Wealth Advisory newsletter with some additional research I did on the economy of Greece. The Greeks have no idea what they’ve gotten themselves into. A few … Continue reading

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Why the Notions of Systemic Failure or “Going to Zero” Are On Par with Bigfoot and Unicorns for Most Investors

I wanted to take a moment to address the notion of serious collapse and/or systemic failure. First off, most people in general tend to be optimists or to generally believe that things will work out fine. So the idea of … Continue reading

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Some Good News For Those of Us Who Are Sick of the Corruption

At some point someone will talk… and that’s when things will get interesting. The last four years have been something of a high-water mark for corruption in the US. Whether it’s Solyndra, Congress’s insider trading, MF Global, the countless pork … Continue reading

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