Time to Sell the World? A Look at Global Stocks

In this week’s Letter, Ivan Lo talks about a historical week of inflows, talks about a potential top in world markets, gold and gold stocks, why inflation hasn’t hit us the way it should, inflation expectations, the rise of chicken wing prices, and Bill Gross’ investment outlook.

Watch the Throne: Who Controls the Money

A report on the value of the dollar, who controls the money, the currency war, the QE weapon at work, gold seasonality, predicting Obama’s reelection.

A Really Big Problem: The Loss of Manufacturing

A detailed look at the US economy and its loss of manufacturing, as well as the housing, commodities, and credit bubbles that are getting bigger every day.