Deficits

The U.S. just reported a record budget deficit last month of $222.5 billion, a bigger deficit than the entire year of 2007.

Ring of Fire

Google "Ring of Fire". We've had 3 of the 4 corners
have a major earthquake. Is California next?

Bonds

Foreign central bank purchases of U.S. treasuries have fallen from 50% down to 30%.
I just got this from NIA email. Does this mean the bond bubble is about to burst?
I think maybe.

Moo

Cattle futures hit an ALL TIME high. Who says there is no inflation? If you don't eat meat or drive, I guess. NOT!

Bond Bubble

WSJ reports that Bond mutual funds had $4 bil investment inflows for the 6th week running. TIME TO SELL THE BONDS? Oh yeah.

China Energy

China's energy demands are growing. (obviously). They plan on using more solar power. Solar panels are made with Silver and Copper. Buy both. Good article here : http://seekingalpha.com/article/257046-two-vital-stories-the-media-is-ignoring?source=email_watchlist

Dollar Breaks

The US dollar index broke my uptrend line this week. I bought UDN - an inverse dollar ETF. First support point is 75. Then 72. Then ... ? Zero?!? Buy Silver!