Tuesday, December 13, 2011

Marc Faber - One day the Derivatives Market will Cease to Exist

Jim Sinclair - MF Global is a Piece of Dynamite Sitting Underneath the Gold Price

By on Dec 12, 2011


Capital Account: Peter Schiff on the Euro Crisis, the Dollar and the GOP

By on Dec 12, 2011

CME won't guarantee funds that remain missing from MF Global

From The Chicago Tribune:

CME Group Chief Operating Officer Bryan Durkin said on Monday the exchange will not guarantee the funds that remain missing from customer accounts at bankrupt brokerage MF Global after they are reimbursed by the bankruptcy trustee.

Such a move would be "unwise" and the CME has a "fiduciary responsibility" to its shareholders, he said at a National Grain and Feed Association conference on Monday.

CME in late November expanded the size of a fund to help return cash to former MF Global clients to $550 million from $250 million. The brokerage collapsed Oct. 31 after making bad bets on European debt.

Hundreds of millions of dollars were missing from clients' accounts at the firm.

A trustee overseeing the bankruptcy has said an increased payout to former clients should restore at least two thirds of U.S.-based property for the broker-dealer unit.

CME will not guarantee the remainder, Durkin said.

"We really feel we cannot expose ourselves to that level of responsibility or risk," Durkin told the NGFA Country Elevator Conference. "It's not covered as part of our rules. All of that being said we have taken some very unprecedented steps......read on

Terrence Duffy of the CME Group in November 2011

"No customer has ever lost a penny as a result of clearing house default at CME group, and that includes during the Great Depression"

19 Guys and a Camel

Martin Armstrong on the 2012 National Defense Authorization Act

click on image to go thru to the report

US National Guard Ad to help secure the "FEMA Camps"

What was your Real Return?

Thanks to Arabian Money for the basis of this post.


In these days of rampant money creation (from nothing of course) one, more than ever needs to factor in inflation when calculating returns on investments.

The chart above is an interesting study in central bank management. As it seems the so called less developed countries are providing capital growth for their citizens were as the smartest guys in the room in the US & UK are actively destroying capital. 

Australia whilst not mentioned above comes out very well. The RBA calculated inflation rate for 2010 was 2.7% compared to an average 4.75% for a cash management account, resulting in a real return of approx. positive 2%, which would place the arse end of the world at no. 2

Gold, Silver and Euro lower as market passes judgement

Gold, Silver and the Euro all traded lower as London and New York markets had their first chance to pass judgement on the latest meeting of the EU Dons and their plans for fiscal union. Also no doubt the ongoing MF Global and CME debacle has reduced the number of participants in the futures markets, reducing liquidity and thereby increasing volatility.

 

Martin Armstrong on the MF Global Disaster

The collapse of the World Financial System - Why MF Global is worse than Europe

 click on image to go thru to the report