In this week's Letter, Ivan Lo goes over the repatriation of gold by Germany, the impact of the currency war, what Russia has boldly announced on the world stage, gold and silver, and gives an outlook on uranium and oil.

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.

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 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.