If there's one thing that concerns everyone it's a threat to their capital.

So you'll be interested to know that the risk of a new type of strategy to capitalize faltering banks keeps growing every day.

It's a strategy that's been tried before, with just enough "success" to be dangerous, and it puts your hard-earned capital at risk.

I've promised to keep you abreast on the evolution of this insidious way for governments to offload risk. Also I wanted to update you on how to protect yourself against these measures impacting your portfolio.

Today I have news on both fronts that's both unsettling and enlightening.