Who's Really Isolated? Iran Set To Join BRICS Bank, Strengthen Ties With Brazil

http://www.zerohedge.com/news/2015-10-27/whos-really-isolated-iran-set-join-brics-bank-strengthen-ties-brazil

China, Brazil sign trade, currency deal ahead of BRICS summit

This is more evidence that the reserve currency status of the USDollar is dissipating.

http://in.reuters.com/article/2013/03/26/brics-summit-china-brazil-currencies-idINDEE92P08O20130326

China Can Now Buy World’s Gold Reserves Twice Over

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2013/3/4_China_Can_Now_Buy_Worlds_Gold_Reserves_Twice_Over.html

Brazil Doubles Gold Reserves In Last 3 Months

http://www.zerohedge.com/news/2012-12-20/brazil-doubles-gold-reserves-last-3-months

Brazil Boosts Gold Reserves to the Highest in More Than 11 Years

http://www.bloomberg.com/news/2012-11-21/brazil-boosts-gold-reserves-to-the-highest-in-more-than-11-years.html

The USD Trap Is Closing: Dollar Exclusion Zone Crosses The Pacific As Brazil Signs China Currency Swap

http://www.zerohedge.com/news/usd-trap-closing-dollar-exclusion-zone-crosses-pacific-brazil-signs-china-currency-swap

Brazil vows to protect manufacturing

This is a classic example of a "beggar-thy-neighbor" currency war "policy." 

http://www.ft.com/intl/cms/s/0/b1d9f05a-6f8b-11e1-b368-00144feab49a.html#axzz1pWhQ0CBR

Germany calls out Geithner's hypocrisy

The finance ministers of Brazil and now Germany are declaring what I've been ranting on for years: the Fed is the biggest manipulator of currencies in the world, despite accusing others of currency intervention.

http://www.zerohedge.com/article/germany-calls-out-geithners-hypocrisy-says-money-printing-fx-intervention

At the G-20 meeting, per Bloomberg, German Economic Minister Rainer Bruederle said that the Fed's "push toward easier monetary policy is the “wrong way” to stimulate growth and may amount to a manipulation of the dollar. Excessive, permanent money creation in my opinion is an indirect manipulation of an exchange rate." The fact that China was smart enough to peg its currency to the most rapidly devaluing currency in the world is a different story altogether, and merely confirms that they are leap and bounds more sophisticated in their monetary policy than anyone gives them credit for. If Geithner wants to prevent a relative depreciation of the Yuan versus all other currencies in the world (especially the EUR, against which it continues to be in freefall), the answer is simple: stop bloody printing!

Brazil not attending G20

What currency war?

http://www.reuters.com/article/idUSN1822416420101018

Commodities, basic metals, and precious metals

Here is a bullish case for basic metals and the increasing urbanization of the world's population, especially in emerging countries like China, India, and Brazil.

http://www.mineweb.com/mineweb/view/mineweb/en/page36?oid=96498&sn=Detail&pid=1

Here is an article on a shortage of physical silver coins.

http://www.coinnews.net/2010/01/24/us-mint-silver-eagle-sales-top-3-million-best-ever-january/

The shortage of physical silver due to investor demand is openly acknowledged, as coin dealers are buying at prices ABOVE the spot price, and selling at even higher premiums. The spot price and prices on the COMEX futures do not reflect this physical shortage--yet. That's because the bullion banks are artificially suppressing the price of silver by shorting paper certificates via the SLV ETF, and shorting COMEX futures contracts. This fundamental disconnect between the prices of silver in the futures contracts and available physical inventory of silver will eventually be resolved, resulting in a soaring price. Price manipulation can only work so long before basic economic laws of supply and demand eventually materialize.

Disclosure: long silver mining shares.