Macro Wealth Preservation

MWP seeks to explore the global macro environment for investing in order to seek the best place to preserve and create wealth at a time of global deleveraging.

Monday, January 30, 2012

How Real vs Nominal Rates Affect Your Wealth

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First I want to talk a little about real vs. nominal interest rates and how it affects your wealth. Then I’m going to tie the Fed’s zero in...
Monday, January 23, 2012

India to pay gold instead of dollars for Iranian oil.

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This is truly stunning. I think there are several important things to take note of here, the least of which is India’s breaking the oil emb...
Tuesday, January 17, 2012

More on China and Gold

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King World News brings us a perspective from an anonymous "London Trader" who describes "Staggering gold demand leading ...
Wednesday, January 11, 2012

China takes advantage of US Fed stupidity

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While the US Fed was using negative lease rates to push down the price of gold, China may have been taking advantage of the temporary l...
Sunday, January 8, 2012

Is modern portfolio theory dead?

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Origins Modern portfolio theory is the basis for professional investment advice that you get when you see a financial advisor regardle...
Saturday, January 7, 2012

Capital controls coming to Italy..US next?

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Ever thought capital controls were just for Banana Republic nations? Never thought you'd see it in a modern western country? Italy bec...
Thursday, January 5, 2012

2011 US deficit was actually $4.2 TRILLION!

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While we look back at 2011 with disgust at the ever increasing deficits which are now regularly around 10% of GDP, we are once again remind...
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