A View from the Trenches

A View from the Trenches, March 2nd, 2010: "Quietly leaving the Euro"

Please, click here to read this article in pdf format: march-2-2010 We will be brief today, for nothing of macroeconomic consequence has taken place in the past 24hrs. The action that caught our attention yesterday was in the foreign exchange market ...

A View from the Trenches, November 30th, 2009: "A chart is worth more than a thousand words"

Please, click here to read this article in pdf format: www.sibileau.com Today’s letter is very brief and is the continuation of Friday’s, which at the same time, constitutes another good test of our Thesis No. 2 on gold, postulated on April...