Tag Archives: Jim Sinclair


Gold and The COT Short Position, U.S. Treasury Winds Down Money Market Funds Guarantee

I have been asked by a few readers about our thoughts on the COT short position in the Gold market. For those not aware, COT represents the commercial traders in Gold. Conventional wisdom states that if COT has a significant short position look out below. In our opinion this “wisdom” is incorrect. I would like to direct your attention to […]

News that Moves: Jim Sinclair on Geithner, The Fallacy of US$ Strength, Trouble for the British Pound, CDSs on US Treas. Debt

Jim Sinclair: On Geithner… During testimony on his nomination, when Secretary of the Treasury Geithner was asked about errors made in the Great Depression, he replied: There were two:1. Monetary stimulation ended too soon.2. Heed was not taken of the dollar foreign exchange position. Think hard on the implications of both these points. The dollar rose into the Great Depression, […]