links for 2011-02-07

T2108 Resource Page: A Service from One-Twenty Two I will use this page as my central resource page when discussing the indicator on my main financial blog "One-Twenty Two." You can also come directly this page to see the latest charts for T2108 – I plan to update this page every Sunday at a minimum. … Read more

links for 2010-12-30

Bond market may signal US financial crisis to come – Bill Fleckenstein I am becoming more convinced that the various elements of a funding crisis will be picking up the pace and intensity sooner, rather than later, and they may well be the most important factors to consider with regard to investment decisions in 2011. … Read more

links for 2010-12-13

EARLY LOOK: Mandelbrot Math (Hedgeye Blog) Altogether, if you take the beginning and end of 2010, you can draw plenty of conclusions that are now crystal clear. From my global macro model’s vantage point, the deep simplicity of all of these global macro factors and what they mean prospectively to the global markets remains as … Read more