Gold - Lots of talk that gold is in a bubble & has gone parabolic etc. etc. I don't see that. Looking at a long term weekly chart, gold looks to be in a healthy uptrend with regular pullbacks. just my opinion

try this

http://www.newyorkfed.org/markets/tot_operation_schedule.html

Coulda Woulda Shoulda - Hindsight is always golden. It was so very clear. She does mention 1130 as resistance.

http://www.cnbc.com/id/15840232/?video=1575450744&play=1

Morgan Stanley & Standard Charter say China will not raise interest rates this year. Copper futures up 5.25 tonight. Market will discount this good news tomorrow. What else could knock market down?

The point is the response from the central bank of China. Are the #s hot enough to cause them to raise interest rates. If there is so much as a hint they'll hike, well, the market probably won't take that so well. If they say nothing & they are increasing the money supply as reported, then possibly everything takes off.

Here's your catalyst. Inflation #s out of China this wkend may be what sends the mkt down in the near term - CPI PPI & industrial production. Traders are starting to anticipate hot inflation #s.

http://noir.bloomberg.com/apps/news?pid=20601089&sid=a9xJihGbQlDc

thx for the info & the link. FCX has been running up in anticipation - maybe

Thx for chart. China PMI will be released tonight. May provide some insight.

Interesting chart. Malaysia is one of those fast growing Asian exporters - especially of electronics. The nature of the pullback from this dbl top will be something to monitor as a clue to global growth. Thx for the chart.

Btw - china's PMI comes out tonight - Tues. nite. Also, the $CZH chart that Matt showed a few weeks ago - it broke the up trendline. I am watching the $SSEC. It looks like it is sitting on its up trendline. Will it bounce.

Could u explain what the red lines are? I'm not familiar with this.

thx for the info & clarification

http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aFr2MdaKZncw

Yes, very thought provoking. I would listen to him because with all his money, I'm sure he is in touch with the very wealthiest of people & the biggest money managers on the planet. He's telling us what they are all thinking - just before he jets off for Fiji.

Thx for posting. Great video. I agree with his outlook. Funny how some of these strategists are recommending pure commodities while we think it is all about deflation. He did say there might be another deflationary bout but after that, well...an announcement of more massive printing should mark a bottom in the market.

VXX - looks like it needs one more pullback to a higher high. When this breaks out & the markets fall & the specter of deflation takes hold, I think some politician somewhere is going to announce a new program of printing. They can't take this pain.

To me, we are in a period like the 70s where the Fed pumped money, the economy appeared to recover, the Fed w/drew money, the economy sagged, the Fed pumped again...... Eventually, we got stagflation. That's where we seem to be headed. No real growth, but inflation in the essentials, like food. The inflation stocks get bid up to astronomical highs & collapse, while futures continue to soar as everyone crowds into manage futures & gold.

At that point, longer term, the $CRX will decouple from the $CRB - where the $CRB outperforms the $CRX. Then, Paul Volker arrived to mercilessly wring out the inflation. Just my thoughts on all this. Thx for the charts.

Ditto. Thx for the chart. Very helpful.

Thx for posting your charts.

TNH is an agricultural play that is currently working due to floods in China and drought in Russia. Russia is a breadbasket to a hungry world. They put a ban on grain exports but that is being challenged by the Russian Grain Union. Ags might workthis fall if grain prices continue to rise. Watch to see if & when buying comes back into the grains.

The scenario? Watch the bonds thru something like the $TNX. Falling yields on the 10-year signals weak growth & disinflation or deflation. Politicians & Central Banks fear this & so they will usually pump monetary & fiscal policy for all it is worth believing this will either cushion the economy until growth restarts. Bond yields should then rise (bond prices fall). Watch to see how fast bond yields rise. (Right now, there is a belief the Fed will announce some quantitative easing tomorrow - but, then, maybe not).

The problem you are talking about happens because extremely indebted nations don't get economic growth so gov't keeps pumping money. In the extreme you get a deflationary implosion (Zimbabwe) as money pumping fails to start growth. Most likely, you will get stagnant growth. Inflation comes into play when there is a loss of confidence that debt will be repaid. The bond vigilantes enter the scene and push bond yields up.

Bottomline, watch to see if, when & how fast the $TNX rises (or falls). 

Talk about Wow! This guy sees the 10 yr going back to 2.2%. I guess to test the 12/2008 lows.

http://www.zerohedge.com/article/charting-next-weeks-action

Rules for Radicals by Saul Alinsky - a book from a very scary twisted mind. This is the playbook of US leftists. Explains it all if you are confused as to what has happened.