via Market Anthropology - Ides Of March

Anytime an article comes up with a chart showing negative real interest rates, without any hedonic adjustments, just the facts as presented, it's bound to attract my attention.

Higher gold prices are on in U.S. dollar terms, despite the deflationary 'Quasimodo' posture of things.

One word of warning if the company didn't get the picture right away, is that a rally in copper prices is bound to embolden gold miners burdened with debt and copper projects, looking to snap up gold mining prospects ESPECIALLY in safe mining jurisdictions should the Bank Of Canada lower interest rates yet again so soon after the first round.

http://www.marketanthropology.com/2015/02/looking-towards-ides-of-march.html

Rates spiked lower temporarily, but they remain ~25 basis points lower in the three year:

http://www.cnbc.com/id/100013943

Kiss bye-bye to all of those lovely managing consultant contracts. I would say an early startup is warranted, wouldn't you?

- F6