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May 17, 2010 Undisclosed location You’ve probably seen some clips on the news about the political current unrest in Thailand, and some headlines like “CHAOS IN THAILAND!” These headlines are inaccurate. Thailand, the country, is not in chaos. The political unrest is taking place in a small section of Bangkok, and this is
May 14, 2010 Undisclosed location I want to start off today by once again thanking you for all the well-wishing emails after my operation this week. I read through a large backlog of email last night, and I was truly humbled by all the positive energy and goodwill out there. Thank you. With
May 13, 2010 Undisclosed Location Ask yourself an important question: how will you know when the proverbial fat lady is about to sing? In our regular conversations, we talk a lot about the importance of being prepared… history is full of examples of pigs that got slaughtered for not being prepared, for not
May 12, 2010 Undisclosed Location First of all, I really want to thank all the well-wishers who were kind enough to write me and wish me luck on my operation yesterday. Everything went off without a hitch, and I’m already feeling much better. I will unfortunately need to stay in place for a
May 10, 2010 Undisclosed location I’m going under the knife tomorrow… it’s a little unexpected, but apparently I need a rather urgent surgical procedure performed, and the doctors here have fit me in at their first available time. To be honest with you, I’m pretty disappointed– no, not because of the operation. These
May 6, 2010 Undisclosed Location If you’ll kindly indulge me, I will jump right into this week’s questions. First, Jeff writes, “Simon- you really called the gold/euro short (XAUEUR), I’m up 25% since you mentioned it. Where do you see it going now?” The European-induced panic is causing a rush to ‘quality’ once
May 6, 2010 Undisclosed Location Most people don’t realize how many countries out there are dollarized. In some countries, like El Salvador, Panama, Palau, Ecuador, etc. the US dollar officially circulates in the economy. In others, like Cambodia and Zimbabwe, the US dollar is the de facto currency, which means that they officially
May 5, 2010 Undisclosed location The last few days have been great for the shorts. I’m one of them. Global markets have been in an absolute panic over what’s happening in Europe, and many major indices have erased their 2010 gains. Clearly, the most concerning issue of the day is the ongoing trouble
May 3, 2010 35,000 feet over the Sonora desert You’ll have to forgive me for taking the day off yesterday. This past weekend’s Casey Research Summit was simultaneously exhilarating and exhausting… but after standing on my feet all weekend taking rapid-fire questions from hundreds of subscribers, I really needed some time to myself.
April 30, 2010 Las Vegas, NV It’s chilly in Las Vegas, but I’m having a great time meeting so many subscribers here at the Casey conference; I’m pleased at how many have turned up for the event, and I’m always humbled by the exceptional people we have in our community. My only regret