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[WARNING] China, Russia Create Own Gold Market to Take Down U.S. Dollar


China and Russia have finally had enough of Western central bankers' clandestine gold market manipulation to prop up the U.S. dollar.

F. William Engdahl, an American-German economic researcher and best-selling geopolitical author, was quoted by business blog Sputnik on Aug. 16. He said that Russia, China, and other emerging economies are involved in & the genial move & to establish an entirely different gold market.

& They stand to add to the new energy surrounding a renaissance in gold as a support of solid, well-based currencies to replace the diluted and devalued dollar system...&

Get the full story here...

Don't Count Putin (or Russia) Out Yet


Don't underestimate Vladimir Putin: he knows how to fight back.

And right now, that trait might be all that keeps Russia from a catastrophic collapse.

The facts on the ground in Russia are, at best, chaotic...

Oil prices are way down, and its currency, the ruble, has crashed.

But while the West may think it's got Russia under its thumb, Vladimir has plenty more tricks up his sleeve to stave off his country's mounting problems and see his people through the crisis.

Indeed, this one "nuclear" currency option in his pocket may just be his way out, and it has major implications for the global economy...

Chaos Mounts in Russia. Here's What to Do…


The collapse in oil prices has exposed some vulnerable economies. All of them are dependent upon crude export sales to maintain even the appearance of a national budget.

As you might expect, every member of OPEC falls into this group, although Saudi Arabia, Kuwait, and the United Arab Emirates have sufficient reserves that will allow them to carry sizable budget deficits for some time.

However, Venezuela, Iran, and Nigeria are in a real bind.  Each needs oil to be over $100 a barrel to keep it all afloat. That's tough to finesse when oil is selling for less than $60 a barrel.

Today, Caracas is on the verge of defaulting (again) on its sovereign debt, Tehran may need to reintroduce rationing, while Abuja is fighting an incendiary civil war against Islamist fundamentalists in the north.

Yet these nightmares are hardly limited to OPEC. Other export-dependent producers are likewise taking it on the chin.

And at the top of this list is Russia, which has now come completely off the rails...

Russia: The Greatest Threat to the Energy Markets

There's an old saying, "The more things change, the more they stay the same."
And modern Russia a perfect example of this saying. And this move to the past autocratic methods is creating a very unstable future for the energy markets.
Dr. Moors explains the warning signs in Moscow that are making energy traders start to worry.
To find out what's happening and what it means to you, read on...

BP PLC (NYSE ADR: BP) Attempts Another Venture Into Russian Oil Industry in $16 Billion Deal

BP PLC (NYSE ADR: BP) on Friday announced it was entering a $16 billion share swap deal with Russian oil industry giant NK Rosneft OAO (PINK: RNFTF). The deal will give BP access to areas of the Russian Arctic that were previously off limits to foreign companies, but it will come at a political cost.

The deal involves BP swapping 5% of its shares, valued at $7.8 billion, for 9.5% of state-controlled Rosneft's shares. The British oil company already owns a 1.3% stake in the Russian business. BP Chief Executive Officer Robert Dudley said the deal is the first cross-shareholding between a Russian state-owned national oil company (NOC) and western oil giant, and called the move "a new template for how business can be done in our industry."

The joint venture will make Rosneft the largest single BP shareholder. Their newly formed joint operating company will be two-thirds owned by Rosneft and one-third owned by BP. It will spend up to $2 billion in an initial phase of testing and well-drilling.

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Russia: Is it Time to Invest in One of the Coldest Countries on Earth?

Of all the unpleasant societies in which to live, Vladimir Putin's Russia is among the nastiest. Journalists and businessmen disappear, a knock on the door at 3:00am can prove fatal, and nothing gets done without endless side-payments to obscure fixers.

Still, Goldman Sachs Group Inc. (NYSE: GS) in 2001 identified Russia as one of the four great "BRIC" growth economies. And while much of its gilt has been worn off, Russia still has many supporters in the investment world. So the question is: Provided you don't have to live there, is it worth devoting a few of your investment dollars to the country?

To find out if Russia is worth the investment continue reading...

How to Profit From the Russian Wheat Shortage

Russian wheat farmers have a tough life.

Having grown up on a working farm in Oregon, I understand this all too well. Those days taught me a lot about hard work and patience. Four decades later, as I read news stories about the current travails of Russian wheat farmers, the memories of getting up on wet winter mornings for the pre-dawn goat milking - or having to drive a tractor when I was only six years old - engender a lot of empathy for the difficult challenges the wheat farmers face.

Wild fires are racing through unharvested wheat fields, the result of a Russian heat wave that has destroyed more than one-fifth of that country's wheat crop. In addition to causing the farmers considerable pain, the crop losses have caused wheat prices to double this summer.

This has spawned an export ban in Russia, which effectively removes the third-largest exporter in the world from the market. It's also created a major profit opportunity for U.S. investors.

Let me explain.

For strategies that will help you profit from the Russian wheat shortage, please read on....

Drought Forces Russia to Ban Grain Exports

Russia yesterday (Thursday) banned grain exports after unrelenting heat left the country with its worst drought in at least a half-century.

Wheat rose to a 23-month high after Russia, the world's third-largest grower, announced a ban beginning Aug.15 that will last through the end of the year. Corn and rice prices also surged yesterday after Russian Prime Minister Vladimir Putin said a ban on those grains would be "appropriate" in light of skyrocketing prices. 

Domestic grain prices gained 19% last week, faster than at the peak of the global food crisis in 2008.  The ban includes wheat, barley, rye, corn and flour exports, according to the government decree that also set aside nearly $1.2 billion for stricken farmers.

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These Five Inflation Plays Will Provide Protection and Profits

Inflation hawks have been warning since 2008 that the spurt of U.S. money creation that began at the end of that year would spark a surge in consumer-price inflation.

And yet the consumer price index (CPI) statistics remain quiet - not giving ammunition to the deflationary camp, but making "inflationists" look silly, as well. Now, however, it is becoming obvious that inflation will soon arrive. But this time it is sneaking in through the back door - courtesy of our emerging-market trading partners.

Fortunately, there are some very clear steps that investors can take to protect themselves from this expected inflationary surge.

To learn about five investments that can battle inflation even as they fatten your portfolio, please read on...

Buy, Sell or Hold: Keep Your Portfolio Healthy With Campbell Soup Co. (NYSE: CPB)

On June 1 of last year I recommended buying Campbell Soup Co. (NYSE: CPB). It was a contrarian call at the time, since many brokers and independent analysts had rated the stock a "hold."

That's because most analysts think of Campbell the same way they think of many other consumer staples businesses - as a stable, slow moving business with no real short-term catalyst for growth.

You see, very few remember the tremendous upside that Warren Buffet realized when he invested in another "dull" staples business, The Coca-Cola Co. (NYSE: KO), just prior to a major overseas expansion.And it's precisely that kind of campaign Campbell has mounted - expanding its businesses in Russia, China, and other emerging economies to great success.

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New "Profit Routes" Emerge in Oil – Reporting from Moscow

MOSCOW - Sergei Kudryashov likes pizza, poker and American jazz. He's also deputy head of the Russian Ministry of Energy (Minenergo) and former VP at NK Rosneft OAO (LSE: ROSN), the No. 1 state-controlled oil producer.

I've known Sergei for almost two decades now. We compare notes whenever I'm in Moscow. This time, I briefed his team on key developments in the international oil markets. And, as usual, I came away from the meetings with some incredibly valuable information - information the public simply can't get on its own.

So let me share what I've just learned. It's a tremendous opportunity to profit from Russian oil - without investing a dime in the country itself. Indeed, as you'll see in a minute, there are several ways to make money right here at home.

First, here's what's going on.

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Why Russia's Oil Fields Will Soon Be Crawling with Westerners

Western oil majors are about to help Moscow solve its energy problem. And that could be a boon for investors.

The traditional Russian oil fields in Western Siberia are well past peak production. Some satellite fields in the region remain, but the extraction gains will be marginal.

My sources in Russia's Ministry of Natural Resources and Ecology (MNRE), the government entity responsible for distribution and oversight of development leases, now acknowledge that the country's overall crude oil production could decline by more than 7% over the next several years.

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From Russia With Love: China Looks North For Latest Resource Deal

A preliminary gas agreement between China and Russia is the latest indicator that the Red Dragon continues to diversify trade partners outside of the United States, and signals willingness between the neighboring countries to shelve any political differences for mutually beneficial deals. The deal between the Russia's Gazprom OAO (OTC ADR: OGZPY) and China National […]

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Is the United States on Sale?

When more than $14 billion in merger-and-acquisition deals were announced in a single day last week, U.S. stock prices zoomed as investors embraced a suddenly more-bullish outlook. As last Monday demonstrated, any increase in dealmaking activity tends to move markets higher: With the chance of windfall profits from a surprise buyout, investors tend to bid […]

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Investment News Briefs

With our investment news briefs, Money Morning provides investors with a quick overview of the most important investing news stories from all around the world. IMF Lowers Global Writedown Estimate; CIT Still Struggling; $1.6 Billion Hong Kong IPO for Wynn Macau; Wal-Mart, Kmart Gunning For Holiday Toy Sales; Toyota Announces Record Recall; BofA Exec Takes […]

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