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http://ethreemail.com/subscribe?g=bdc736be

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2.THINGS TH AT MAKE YOU GO Hmmm...

06 February 2012 2

This d gl-witd mn ond th wold nd povids jst

Pnxstwn Phil.

-

ll th fss is ot:

-

February -

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06 February 2012 3

-

light, bn sw ll kinds of shdows:

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-

-

-

-

-

-

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06 February 2012 5

-

-

-

-

Inflation DOUBLE boes

temporary [tem-puh

-is.

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06 February 2012 6

Wong.

-

-

woding wold hv n il simil.

t).

link to f downlodl pdf of th wondfl ook adm Fgsson

-

-

-

-

CLICK TO ENLARGE SOURCE: COYOTEBLOG

SOURCE: BLOOMBERG/SOC GEN
http://www.goldonomic.com/When%20Money%20Dies.pdfhttp://www.coyoteblog.com/wp-content/uploads/2011/11/cemb-2.jpghttp://www.goldonomic.com/When%20Money%20Dies.pdf

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06 February 2012 7

-

-

Since

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dg th wold ot of p-

To dt, th lvl of th vi-

-

tos wold sggst th hv

showing p t ll.

2010 2011

AugJulJunMayAprMarFeb Dec JanSep Oct NovDec

6,000

6,200

6,400

6,600

6,800

7,000

7,200

7,400

7,600

7,800

8,000

8,200

8,400

JanSep Oct Nov

US$(bln)

G-3 Balance Sheet Total Assets

SOURCE: BLOOMBERG/KEN LANDON/TTMYGH

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06 February 2012 8

-

Thidl, th ig on:

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-

-

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06 February 2012 9

-

-

its mthodolog.

and t...

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Year Gold Price($/oz)

%Change

2000 272.25

2001 278.95 +2.46

2002 348.05 +24.77

2003 415.45 +19.362004 438.45 +5.53

2005 517.00 +17.91

2006 636.70 +23.15

2007 833.92 +30.97

2008 882.05 +5.77

2009 1096.95 +24.36

2010 1420.78 +29.52

2011 1563.70 +10.05Average Yearly Gain +17.62%

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06 February 2012 10

This -

-

to dd).

sinss.

Until

m

-

Grant
http://cambridgehouse.com/event/california-resource-investment-conferencehttp://cambridgehouse.com/event/california-resource-investment-conferencehttp://cambridgehouse.com/event/california-resource-investment-conferencehttp://cambridgehouse.com/event/california-resource-investment-conferencehttp://cambridgehouse.com/event/california-resource-investment-conference

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06 February 2012 12

It

-

ds.

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sd 1,100 mts down.

UK GUARDIAN / LINK

Germanys -

... Rightful ownership of the coins,which ll 600 barrels, now belongs toSpain and to descendants of the 250Spanish sailors who were lost when thevessel blew up.
http://www.guardian.co.uk/world/2012/feb/01/treasure-trove-galleon-returned-spain?newsfeed=true

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06 February 2012 13

-

-

mists.

AMBROSE EVANS-PRITCHARD / LINK

Euro

-

tht th dgging thi ft.

... e longer it goes on, the largerthe cost of a eurozone break-upsince these credits could be wiped

out with horrendous losses.
http://www.telegraph.co.uk/finance/financialcrisis/9055142/Bundesbank-sinks-deeper-into-debt-saving-Europe.html

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06 February 2012 14

-

-

of dflt.

-

REUTERS / LINK

Since

of wht hppnd std.

-

... ere is an increasing sense of frustrationthat why should we honour our part of thebargain, which we have in the past, whileGreece does not seem to care that much,and has not delivered their part of the bar-gain,
http://www.reuters.com/article/2012/02/04/us-eurozone-idUSTRE8130TF20120204

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06 February 2012 15

-

ZEROHEDGE / LINK

G

reece

CLICK TO ENLARGE SOURCE: ZEROHEDGE
http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2012/01/Adjustment%20Jan_0.jpghttp://www.zerohedge.com/sites/default/files/images/user5/imageroot/2012/01/NFP%20surve%20SA%20NSA.jpghttp://www.zerohedge.com/news/explaining-yesterdays-seasonally-adjusted-nonfarm-payroll-beat

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06 February 2012 16

dg, h told pots.

of misndstnding is v smll.

sk thi lssing.

-

REUTERS / LINK

Flexible

... e moment is very crucial.

Everything should be concludedby tomorrow night. We are on aknife-edge,
http://www.reuters.com/article/2012/02/04/us-greece-idUSTRE8120HI20120204

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06 February 2012 17

-

-

-

-

-

ntpiss m hv som dvntgs nd m gt fw mo lons thn oths.

CAIXIN / LINK

Mark

-

tn.

-

... ings will be very dicult in 2012,said Mao Daqing... It will be a winter

and a test for the entire industry.
http://english.caixin.com/2012-02-02/100352788.html

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06 February 2012 18

-

-

-

THE ECONOMIST / LINK

The

of appl.

-

nmi nd th stong n.

-

-

SOURCE: ECONOMIST
http://www.economist.com/node/21546020

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06 February 2012 19

-

-

-

ltd nd shinking hom mkt th thn tk isks od.

UK GUARDIAN / LINK

Im -

Within the business community thereare whispers of a sense of paralysis orhopelessness, and the fear that ifdecisive action is not taken, some ofthe companies that were the engine

for Japans postwar growth could fallinto irreversible decline.
http://www.guardian.co.uk/business/2012/feb/05/japan-technology-disaster-doubt

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06 February 2012 20

-

-

thos who mk mon fom thos who dont.

CRIS SHERIDAN / LINK

Hungary -

-

-

fth.

-

... Hungarys government unnervedinvestors repeatedly in 2010 and2011 with unorthodox economicpolicy steps
http://www.financialsense.com/contributors/cris-sheridan/markets-murmurations-machines

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06 February 2012 21

-

of 2012.

YAHOO / LINK

The

-

-

-

-

-

hnd.

AEP / LINK
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/9062509/French-socialists-Latin-revolt-against-Germany.htmlhttp://news.yahoo.com/hungary-seeks-15-20-billion-euro-imf-eu-121926484.html

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22.CHARTS THAT MAKE YOU GOHmmm...

06 February 2012 22

Any

The

-

-

low). add to tht n nm of ng-

DOUG SHORT / LINK

CLICK TO ENLARGE SOURCE: D SHORT

SOURCE: CASEY RESEARCHCLICK TO ENLARGE
http://advisorperspectives.com/dshort/guest/John-Carlucci-Best-Indicator-Ever-Update.phphttp://www.caseyresearch.com/gsd/sites/default/files/8-Central%20Banks.gifhttp://advisorperspectives.com/dshort/guest/John-Carlucci-Best-Indicator-Ever-Update.php

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06 February 2012 23

The

In

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hmoths with spd tht wold hv n n-

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NY TIMES / LINK

SOURCE: DEMONOCRACYCLICK TO ENLARGE
http://demonocracy.info/infographics/eu/debt_piigs/images/demonocracy.info-who_loaned_piigs_the_money-watermark-large.jpghttp://www.nytimes.com/interactive/2012/02/02/business/dealbook/from-netscape-to-facebook.html

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06 February 2012 24

What --

-

100 million woks.)

-

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ths lot of oom fo gowth going fo-wds.

FELIX SALMON / LINK

SOURCE: FELIX SALMON

SOURCE: FELIX SALMON
http://blogs.reuters.com/felix-salmon/

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06 February 2012 25

nmplod.

woldnt fi.

abbOTT: Th nmplod.

ot of wok stoppd looking. Th gv p. and, if o giv p, o no long in th nks of th

nmplod.

abbOTT: unmplomnt wold go down. asoltl!

abbOTT: asoltl.

-

abbOTT: bingo.

stop looking fo wok.

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26.

06 February 2012 26

WORDS THAT MAKE YOU GOHmmm...

e

mo th do, th mo vl ilds into gold nd silv.

In -

d id.

Charles

bidmn knows lot mo ot th inn wokings of th

hdlin nm thn most, so his nlsis is lws woth

listning to.

unspisingl, his nlsis of this low-ot nm is

CLICK TO WATCH

CLICK TO WATCH

CLICK TO LISTEN
http://www.youtube.com/watch?feature=player_embedded&v=bCA8tR99ORAhttp://www.youtube.com/watch?v=OvnO_SH-4WU&feature=relatedhttp://www.chrismartenson.com/blog/james-dines-owning-wealth-ground-your-best-bet-surviving-coming-supernova-inflations/70804

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andnally

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Hmmm
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Hmmm Feb 06 2012 Copy