NFTRH127 Out Now

Good Sunday to you.  NFTRH127 was sent out this morning.  The screen shot shows how it started out, as I continue to try to get a handle on some meanings with regard to the Bond King's Treasury bond sell out, with China once again playing a central role.  The S&P 500, global markets, precious metals (in particular, the investment case for gold stocks) and commodities are reviewed along with thoughts on the current sentiment backdrop and the global wild cards, most recently in the form of the terrible events in Japan.

I have also reproduced an email exchange between a notable silver skeptic (me, little retail guy) and an extreme silver bull (subscriber 'L', a fund manager) that I think people will find interesting. 

There was some other stuff in there as well.  Just a good, solid letter I think.

I dunno, I think NFTRH127 is what it should be for this week; not too fancy, not too high minded, just trying to deal with the 'facts' as my friend Jon would say.  The facts and the probabilities. 

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