The World Turned Upside Down

Following Turd since the old days on ZH.

Thrilled to be here, TF- thanks!

The Outliers

Monday, February 24, 2014 - 8:31am

At some point people will wake up and understand that although they are following the rules (and following the herd when it comes to investing advice) they are swimming against the tide, and the tide is winning.


Monday, February 17, 2014 - 8:28am

I've often seen these people, these squares at the table. Short stack and long odds against them. All their outs gone. One last card in the deck that can help them. I used to wonder how they could let themselves get into such bad shape, and how the hell they thought they could turn it around.

The Bones of Civilization

Monday, February 10, 2014 - 8:39am

The final chapter of the Roman era closed not with the sudden violence of a barbarian invasion and war, but decades later with the quiet dismantling of the once-grand physical remains of a bygone period of wealth, when the productivity that had supported it was no longer possible.


Monday, February 3, 2014 - 8:56am

The portion of the story that fascinated the host was that the accused man allegedly offering to pay the for the hit either in cash or in silver bullion. What followed was a Tourette’s-like barking of nasty names and random aspersions to describe what she apparently viewed as the typical silver investor.

Beneath the Surface

Monday, January 27, 2014 - 9:08am

An accusation of missing gold, a mysterious suicide, vacuous politicians, and a government pretending to be open and honest about the whole thing... this story has it all!

The Summer of Recovery

Monday, January 20, 2014 - 8:14am

Harken, if you will, to the glorious days of times gone past when the stimulus flowed like honey and the unicorns of government-created prosperity roamed the land dropping their spoor of jobs and skittles hither and yon.

Anatomy of an MSM Hit Piece

Monday, January 13, 2014 - 11:14am

A brief description of the methods of rhetorical manipulation and techniques of misinformation in a typical MSM drive-by on gold.

Our Daily Bread

Tuesday, January 7, 2014 - 8:57am

The phrase "The End Of the Great Keynesian Experiment" implies more than just a financial reset.

The Cremation of 2013

Monday, December 30, 2013 - 1:15pm

There were strange things done by fluorescent sun

By the Federal Reserve of old

From Treasury pops to secret swaps

That would make your blood run cold

The Wall Street nights have seen strange sights

But the strangest ever, I’m told

Was that year, oh so mean, known as twenty thirteen

When they crushed the price of gold.

Hey Joe

Monday, December 23, 2013 - 1:04pm

Does the frog really just sit in the pot while the heat is turned up, and slowly boil to death? Or does the frog actually realize at some point that he is getting really uncomfortable and that he better jump if he wants to live?

Truth or Consequences

Saturday, December 14, 2013 - 11:05pm

The delicate art of dealing with reality... or not.

Miner Limbo: “How low can you go?”

Monday, December 9, 2013 - 9:50am

We know you have been to the 4th circle of hell, broken through support there, and kept dropping into the 6th circle. We know that you refer to the mining stock table on your computer as “The Red Sea”. Nevertheless, I am making a list and checking it twice.

Risk and Reward: China's Golden Hammer

Tuesday, December 3, 2013 - 8:32am

What if Chinese prominently announced their gold holdings, then publicly called into question the status of US gold reserves (unaudited since 1952, probably for good reason). What if they announced this fact while at the same time prominently noting all of the separate trade agreements they have signed in the last two years that cut out the US Dollar from trade settlement- you know, the agreements they have signed with Russia, India, Japan, France, Australia, Brazil, and others?

The Consent of the Governed

Monday, November 25, 2013 - 2:12pm

Can Janet Plan It? Speculation on a Yellen Fed

Monday, November 18, 2013 - 3:06pm

Today, the market is what the Fed says it is. Simple as that. Supply and demand, productivity, projected earnings… all have become mostly irrelevant, or at least vastly subservient to actions of the all-powerful Federal Reserve. Therefore, understanding what a Janet Yellen-led Federal Reserve will look like might be the single most crucial factor in planning our investment strategies for the coming years.