Dear Jim,
It looks like the UK is in the grip of your Formula too!!!
Best, BT
OECD warns Britain risks ‘debt spiral’ Britain is at growing risk of a "public debt spiral" unless the Government takes "drastic" action to cut the deficit, according to the OECD, world’s leading economic institution. [...]

Jim,
Gold is the tool or mechanism for defeating a deflationary debt depression at the end of an economic cycle.  Many years of devaluation still lie ahead.
CIGA Eric
Click charts to enlarge in PDF format…

Dear Mr. Sinclair,
Per your comment:
"In the second great depression, gold companies went from relatively small to large dividend payouts.  The same will happen [...]

Jim,
I won’t even try to debate the merit of these programs.
Move over Cash for Clunkers, it’s time for "Cash for Caulkers."  Soon it will be cash for breathing…
Mr. Doerr calls his proposal, which would give households money to pay for weatherization projects, “cash for caulkers.” Rahm Emanuel, President Obama’s chief of staff, told me, “It’s [...]

Jim,
Those that fail to learn from history, are doomed to repeat it. – Winston Churchill
Study Weimar and remember Jim and Alf’s numbers!
CIGA "The Gordon"

Dear Bernie,
Amongst the greatest good fortune I have had, it was to find myself in Tanzania in the late 80s.
The deciding factor of what country [...]

Jim Sinclair’s Commentary
The analysis of the worsening conditions in bank failures reveals the absolute action of the FDIC turning to the Fed and Treasury to bail out the insurer of private deposits. I therefore assume that before this is all over bank depositors will get short term non-marketable Treasury paper rather than dollars in payment.
Dear [...]

Equities and the U.S. Dollar Index By Eric 11/13/09
There’s a lot of media coverage of pending stock market crash or correction.  Those supporting this view are suggesting selling or shorting into strength.  The following is intended to add to that discussion:

Stocks have increasingly moved inversely relative to the U.S. dollar since 2000.  [...]

Bonds
TLT and TBT (Double short ETF) show roughly the same deterioration in the bond market.  TLT looks weak and TBT shows building strength.  This has to make someone nervous.
CIGA Eric
Click chart to enlarge in PDF format

What goes around comes around. Justice at last
A short guy is sitting at a bar just staring at his drink [...]

This Professor is a Genius – The Future of the West

An economics professor at a local college made a statement that he had never failed a single student before, but had failed an entire class. That class had insisted that socialism worked and that no one would be poor and no one would be rich, [...]

Jim Sinclair’s Commentary
A man I respect, an old African hand, wrote this great review. It is packed with the most important concepts that need now to be understood concerning why gold has only begun its bull market.
I might add that it is simply illogical to assume the Gold ETFs have all or even most of [...]

Jim,
This recent segment from "60 Minutes" is a must-see for anyone concerned with cyber attacks and threats to our national security.
If the power grid on the East Coast was sabotaged in a cyber attack, the ensuing chaos would make 9/11 look like mere child’s play. Our adversaries apparently have the capability and the U.S. is [...]