Daily Archives: November 23, 2011

Over-levered people and institutions are continuing in their predictable dash for cash; prompting mass liquidation across most risk assets including gold, silver and other commodities.  What is black and white and red all over? Our highly correlated global risk markets in … Continue reading →

Today I went off-line to get caught up on some less public work.  I feel remiss now when I don’t blog for a day; so many readers tell me visiting JD has become part of their daily routine.  Sorry to miss.  Cory posted some excellent updates … Continue reading →