029 Weekend Update 9-25-11

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Well, Europe finally rolled the world markets.  Stock markets around the world fell, not that I did not expect it, but still bad.

Gold and silver as a safe haven?  Higher margin requirements requires more cash.

Commodities – slower economy or sell anything to raise cash???  Higher margin requirements require more cash.

Grains are down, higher US dollar, bad for exports.

Is it deflation or inflation we are worried about, or is it both?

Budget cuts, Farm policy, it is all related.

 

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