Author Archives: Bret Rosenthal

About Bret Rosenthal

Interpreting the news that moves markets. Principal of RCM, LLC, and founding partner of the Fortune's Favor Family of Funds

Precious Metals Outlook: Another Gold Watershed Event Occurs Confirming the Secular Bull Market is Alive and Well

The Economic and Monetary Affairs Committee of the European Parliament has approved gold to be used as collateral If you listen closely you will be able to hear the crickets. Not a word about this story in the typical financial newspapers. I’ve unfortunately been listening to Bloomberg TV and CNBC all day and have yet to hear a discussion about […]

Debate of QE Termination a Head Fake Expect Market Rallies Upon Completion of QE2

“The USSR had two newspapers, Pravda and Izvestia.  In the Russian language, “pravda” means truth and “izvestia” means news.  The saying amongst the Russian people put the situation in a nutshell:  “There’s no Pravda in Izvestia and there’s no Izvestia in Pravda”.” – The Privateer ‘You heard it here first’ and ‘Mark my words’ are the hackneyed phrases that come to […]

Stock Market Strategy: Liquidity, Yen Carry and the New Paradigm

A paradigmatic shift in market behavior occurred after the collapse of 2008. The commonly accepted drivers of market direction, most especially economic cycles, no longer applies in this post apocalyptic financial farce. In fact, constant Fed / Government intervention and outright manipulation has produced a parallel universe where “good” economic news is bad for the markets and “bad” economic news […]

Stock Market Strategy: Understanding Fed Speak & Economic Statistics

Guest Post: M.S. Howells & Co. Jose Mazas – ‘The Art of Lying’ To be the top economist in the nation, you have to be a good manipulator. Greenspan let it slip once. He said, “‘I know you believe you understand what you think I said, but I am not sure you realize that what you heard is not what […]

News that Moves Markets: Further Evidence of Government Manipulated Credit Markets & Continued Evidence of the Phase II Precious Metals Bull Market

Reducing the Noise: A look at the stories that really matter Evidence of a Government Manipulated Credit Market: ZeroHedge writes: “…over the past 30 years, the 1 Year inflation expectations has tracked the moves in the 2 Year bond very closely. Until today: the 1 year inflation expectations jumped from 3.4% to 4.6%, a 1.2% jump in one month, this […]

Understanding the Government Manipulated Credit Market Evolution

The fall and financial destruction of 2008 launched a brand-new era for the credit markets. An era marked by government intervention and outright manipulation all committed in broad daylight under the protection of financial apocalyptic prophecies. Our self-styled financial superheroes (Treasury Secretary Geithner and Fed Chairman Ben “Helicopter” Bernanke), wield their collective financial imagination and money printing press like Thor’s […]

Japan Tragedy & Gulf of Mexico BP Spill Follow Similar News Cycle / Precious Metals Outlook

The Japanese tragedy continues to unfold and I, like the rest of you, watch on in horror. Meanwhile, the toxic sludge spewing from the traditional financial media outlets is at full throttle with spigots wide open.  Nothing like a good tragedy to create hysteria and boost ratings. I’d like to take it down a notch and offer a reality check: […]

News that Moves Markets: Housing Double Dip, Italy Plunge, Korean Bank Run, ECB Emergency Borrowing, NYSE Short Interest Extremely Low

Reducing the Noise: A look at the stories that really matter A quick perusal of the stories below should result in the immediate understanding of why equity markets are lower this week.  The fairly heady equity gains of Feb. have been mostly neutralized in two days. This should not be a surprise to anyone actually paying attention the the signs. From […]

Precious Metals Outlook: Newmont(NEM) Takeover of Fronteer(FRG) Evidence of Phase II

Update: Three Phases of the Secular Bull Market in Gold – By Gary Rosenthal In our first installment of the ‘Three Phases’ manifesto I wrote: Phase II: During phase II the rising pattern of gold will begin to accelerate .  However, the gold mining stocks will experience rising relative strength verses the metal as explosive quarterly earnings reports bring attention to the sector. Takeovers […]

Precious Metals Outlook

The Three Phases of Every Secular Bull Market in Gold – By Gary Rosenthal Phase I: In the early years a rising gold price is greeted with suspicion, doubt and often complete disbelief. The market is dominated by speculators and traders seeking relatively quick short term profits. Although gold may double or even triple in price during this phase(which can last five or […]


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