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March 14, 2013

March 14, 2013

The information and analysis you get in our commentaries is not obvious.  It’s the knowledge and research of seasoned investors.


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Japan: The World’s Most Attractive Investment Market

As we have written here several times, Japan’s Abe Administration is in the process of revitalizing the country with an entirely new type of monetary policy — a policy which will lower the value of the Japanese yen and hurt Japanese savers.  Although the Administration is fully cognizant of this, it has decided to stop deflation and stagnation by implementing an aggressive and immediate program to reverse deflation and to actively seek inflation.  The program will penalize savers and bond-holders and will benefit holders of Japanese stocks a great deal.

Shinzo Abe Wants YOU to Beat Japan’s Deflation

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Source: Source: Blouin News

What are Japan’s five economic objectives?  Become a gold subscriber today and read the full analysis on Japan.  To learn more about Gold Subscription, please click the following link: Gold Subscription


U.S. Employment Trends 

U.S. private employment as announced last week is strong.  Government employment is flat, but nationally employment increased at the best rate in a long time and the overall official unemployment rate fell to 7.7 percent.

While we were happy to hear this news, it is not an entirely accurate picture of what is happening.  In our opinion, there have been too many people added to three categories that take them off the unemployment rolls.  1) those claiming disability, 2) those who have run out of unemployment benefits and thus go off the statistical rolls, and 2) those dropping out of the labor market.

Where the U.S. Jobs Are…

The Fed’s View…

Become a gold subscriber today and read the full analysis on U.S. Employment.  To learn more about Gold Subscription, please click the following link: Gold Subscription


Migrating North: Crisis Pushes European Integration in Unexpected Ways?

Crisis brings unpredictable effects in its wake.  Often these effects go unremarked in the first throes of the crisis as it unfolds, and then make themselves felt as the acute stage of the crisis passes.  The Euro crisis has revealed a number of political and economic fault lines dividing the European Union and accentuating its character as a work in progress with a great deal of necessary integration yet to be achieved.

Migration Patterns Shifting…

Southern European Unemployment Drives “Crisis Migration” to the North

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Source: APA

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At Long Last — Some Action on High Frequency Trading

The FBI and the SEC Collaborate to Target Algorithmic Trading

The Securities and Exchange Commission (SEC) is providing the FBI with analytical expertise from its Quantitative Analytics Unit, established in 2011, according to SEC sources quoted in the Financial Times.  Regulators have been slow to catch up with algorithmic traders, and slow to evaluate the potentially fraudulent and destabilizing strategies algorithmic traders can employ.

We’ve discussed many times in these pages the risks posed by high-frequency trading (HFT) and the manner in which it undermines the function of the markets as efficient allocators of capital, and threatens value investors with artificial fluctuations meant to game them out of their positions.  We do not believe that the claim of HFT advocates — that HFT improves market liquidity — is accurate in any meaningful sense, and we watch the global regulatory environment carefully for signs of effective mitigation of the risks HFT poses to investors…

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Guild Basic Needs IndexTM

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Stay tuned for our periodic updates to the GBNI in these letters or in our www.gbni.info web site.


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