Jim Rogers is glad that silver had a setback in recent weeks (he doesn’t think that it was a bubble). He continues to believe in the long-term bull trends in China and Commodities and in a prospective bear trend in US Treasury Bonds. See the video here. [EDIT: Or below.]

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An update of the weekly Fed balance sheet charts for 12/5/11. With QE2 nearing its close, we’re starting to see how the dollar might be structured after this fiasco.

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