goldandsilverlinings.com

He has some great insights, some interesting points he makes. He see’s the yen going to 250, he also thinks the best investment he’d make where you could go away and leave it for 10 yrs, is buy gold, short the yen. See presentation here.

Seems Kyle Bass’ recent comments on Japan may be starting to happen. Japan has decided to offer a half oz gold coin, and a very appreciative thank you letter from the finance minister, with the purchase of a $10 million yen (129k) bond. I guess they are more desparate than most think. Here’s hoping it’s [...]

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 [...]

Martin Armstrong on Japan and Earthquakes (Apr. 25th, 2011) Armstrong’s latest is out where he provides his comments on how natural disasters, mainly earthquakes and volcanoes have impacted the financial cycles in the past and can’t be ignored in cycle analysis. First the history lesson, he notes the ‘Panic of 1907′ was initiated by the [...]

At the annual meeting of the Seismological Society of America in Memphis, Tennessee, on 14 April, several reports were given on why the rulebook for these type of subduction earthquakes will need to be rewritten. Area’s of the world that weren’t concerned now need to consider the possibility of a mega quake. In the past [...]

Latest video clip from Fukushima. TEPCO is talking 6-9 months to fix this mess. Hitachi is talking 10 years before the spent fuel pool will be cool enough to clean it up and encase the rods. I think Hitachi estimate for everything is closest to being correct, but realistically as Arnie at Fairewinds Associates has [...]

Latest clip is out from Fairewinds Associates. He makes the comment that prior to Fukushima a worse case was assumed to by a 1% leak form one reactor and with the significant leaks from 3 reactors, this event is about 1000X worse. Arnie is also getting more concerned about control of data. He notes that [...]

Highlights of April 6th report out from Fairewinds Associates lots of mud inside the reactors, the NRC is concerned with the water and mud inside the buildings from a weight perspective NRC believes plutonium was ejected several miles from the reactor Areva a French Nuclear Conglomerate noted the following in their report the nuclear fuel [...]

Some amazing images from the NY Times. Move the scrollbar in the middle to see before and after shots for various areas. Amazing images

Cooling system fails, see here – from businessinsider