A newsletter that was actually pretty workmanlike, charting what it needed to chart and setting its market parameters as usual, ended a little weirdly as the writer had obviously not yet fully processed and resolved his feelings about the Fed Chairman and his brilliantly conceived operation whereby the Fed feeds favored economic areas (hello housing index) through long term bond purchases and sops up the money supply by selling short term bonds. The result is a painting, a representation of reality as dreamed up by an academic genius. This was the 'wrap up' segment to NFTRH196:
Bernanke: How You Like Me Now, Suckas?
Gold is twisting around and being restrained by policy. This policy makes it appear that the system is just fine. But this is just a painting, a fraud. A powerful entity is selling non-strategic T bonds to buy up strategic ones. It is painting the macro economic picture in a brilliantly despicable operation to keep previously popped bubbles like housing and current bubbles like government credit alive with no need as yet for outright printing. Markets, including the gold market, seem to buy it.



