What I am watching…

The Federal Reserve is currently printing more and faster than ever. While the US dollar remains structurally strong relative to other currencies, the ongoing [Quantitative Easing] measures have attracted the attention of investors who may be wary of monetary inflation. Enter old money.

China is likely to reduce its holdings of US Treasury bonds to just under $800 billion from the current level of more than $1 trillion, according to local news outlet Global Times.

Warren Buffett’s Berkshire Hathaway Joins the Gold Rush

George Ball, the chief executive of…