Kuroda’s Unintended Consequences

Citigroup Global Head of International Economics Nathan Sheets and Bloomberg’s Adam Johnson look at Japanese markets.

Fed Policy Tightening? Real Rates Rising Now

Fed policy tightening? Michael McKee explains why rates are rising in spite of the Fed holding off on tightening and how commodities are involved.

Where Did the Long-Term Investors Go?

On today’s “Chart Attack,” Strategas Research Partners Chief Investment Jason Trennert and Bloomberg’s Adam Johnson look at Long-term investing on Bloomberg Television’s “Street Smart and asks, “Where Did the Long-Term Investors Go?”

Harper on Senate Scandal

Harper on Senate scandal: Canadians have been waiting for the Prime Minister to say something about the secret deal that forced his Chief of Staff to quit. Today he spoke publicly for the first time since this story broke.

Companies with the Largest Debt are Biggest S&P 500 Winners

Scarlet Fu examines how the biggest winners on the S&P 500 in 2013 are also the companies with the largest debt and least amount in their cash piles.

Venezuela Has No Toilet Paper

The massive devaluation of Venezuelan currency has led to the scarcity of items required for daily living; including toilet paper. Venezuela has no toilet paper

Christie’s Art Sale Smashes Records for 12 Artists, Including Jackson Pollock

Christie’s Art Sale Smashes Records: Records were smashed for Jean-Michel Basquiat, Jackson Pollock, Roy Lichtenstein and auctions themselves as Christie’s sold $495 million of contemporary art last night in New York.

Justice Department Invades Privacy of the Press

The Justice Department secretly obtained two months of telephone records of reporters and editors for The Associated Press.

Tea Party Targeted by IRS: Who Was Responsible?

Tea Party Targeted by IRS: Who Was Responsible? Cook reports on the admission by the IRS who singled out conservative groups based on political stances

Fighting the Bank of Japan: Stagflation a Risk?

Fighting the Bank of Japan: Stagflation a Risk? Scarlet Fu examines the BOJ’s unprecedented easing and its affect on the Yen and Japanese stock market.

The Monarchs of Money: Central Bank Control

In this week’s letter, Ivan Lo talks about the recent market events, global yield levels, NYSE margin debt levels, what to expect in May trading, how gold physical is up while paper prices are down, how gold is now being considered for legal tender in yet another state, and why he believes certain silver companies are due for a run. Featured Video: The world’s central banks have printed unimaginable amounts of money in recent years. Neil Macdonald explores what this means for the global economy and for your financial well-being.

A Staggering Bank Outflow of Gold

In this week’s Letter, Ivan Lo talks about gold’s dramatic drop, the rumours surrounding gold’s decline, world gold demand, the lack of silver supply, a shocking fact about a big bank, gold price expectations, and gives a bitcoin update.