Guest Post: Does Anyone Seriously Believe The Global Recovery Is Still Intact?

  OK, let's run through the list:

1. Natural disaster dusrupts production in a key global exporter: check.

2. An event which nudges a major economy into financial crisis: check. (If you don't think Japan's economy and finances will be pushed over a threshold by the quake, please be patient.)

3. Ignite a chain reaction of mass movements in a key oil exporting region: check.

4. Supply-demand imbalances in critical materials and grains: check.

5. Central banks and sovereign states addicted to vast quantities of printing-money and credit creation stimulus which trigger rampant inflation in essentials: check.

6. Massaged statistics, channel-stuffing, misrepresentation of risk and unlimited propaganda by a failed Status Quo: check.

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