Rising Yields Fight the Fed – Ashraf Laidi - … With the US Treasury estimated to borrow about $3 for each $1 purchased by the Federal Reserve this year in long term paper and agency mortgage securities, supply will continue overwhelming demand, and so will the upward impact on bond yields …

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Rupert Murdoch Says Economy “Weak; Danger Of Great Inflation” – Tyler Durden – Rupert Murdoch has joined the choir of somewhat rational voices trying to get heard over the Treasury’s printing presses. In an interview before Fox Business Network, the media tycoon claims the stimulus package is sensible, however the danger comes from the government’s set up of “long-term, big permanent programs”, that will raise deficit – Zero Hedge

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read this – On Energy Production and US Intelligence Failures – Peter W. Huber – John Mauldin’s Outside the Box E-Letter – great article about the implications of regulating carbon emissions - InvestorsInsight.com

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thoughtful – has 3 reasons – HYPERINFLATION IS NOT COMING SOON…HERE’S WHY - James Bibbings – Commodities News Center

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On Velocity and the Money Multiplier – Waiting for Inflation – Covestor.com

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Unlike Waterloo the Rothschilds should sell bonds and buy gold - Peter Cooper – After the Battle of Waterloo in 1815 when Britain, Austria and Germany beat Napoleon, the House of Rothschild made the equivalent of more than a billion dollars today by selling their gold and buying up bonds, precisely the reverse of the strategy they are probably employing now. – Arabianmoney.net 

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Bonds: The next crisis? – Larry McDonald – CanadianBusiness.com