goldandsilverlinings.com

An interesting article out of Germany on possible bank runs that may be developing in slow motion. It also notes experts asking that the ECB backstop more loans since a runaway bank run would be very hard to stop. I wonder how many in North America have even $100-200 in cash at home? See full [...]

Some truest crazy numbers are coming out of Credit Swisse on what the next LTRO (long term refinancing operations). The last LTRO was around $500 billion injected into European banks. A few days ago the number of $ 1 trillion was thrown around, now Credit Swisse is throwing around a top level number of $10 [...]

Rob McEwen is back in the public eye, his blackout period is over due to the US Gold merger with Minera Andes. He provides some comments on a recent trip to Asia and the pace they are moving at vs North America. He provides an update on US Gold and Minera Andes projects and points [...]

Their latest thoughts on Europe… Link here.

A great video clip with Kyle Bass, we’ll worth a listen. He believes Greece will be a trigger and that Europe will go down first, then Japan, then the US. Timeframe he estimates at 3-5 years. He see’s Dec 19th as a significant event for Greece. They need to payout $8 billion between Dec 19th [...]

This article is priceless. Europe is obviously in much worse shape than generally thought. I’m waiting for water to be declared a drug next. See article here.

A great interview with Kyle Bass on BBC. He gives some great insight on his approach to investing and has some great fun with the interviewer. He also comments that Japan is one of the best bets to take currently for a fall and finishes up with some thoughts on gold. He notes, “Buying gold [...]

Another Great clip by Kyle Bass on Europe See here.

Stratfor has a detailed review of the European Financial mess, focusing on the sovereign debt interconnectedness, the banking sector, as well as some great background intel about Spain and the influence of Sweden’s banks. See full article here.

If you have what you consider nice safe US Money Market Funds you might be surprised to know, or maybe not, that they typically have 40% exposure to European bonds in order to get some yield. It seems nothing was learned by US money market funds from 2008. There is an increase in withdrawals from [...]