Dan Denning is the author of 2005’s best-selling The Bull Hunter. A specialist in small-cap stocks, Dan draws on his network of global contacts from his base in Melbourne, Australia, and is a frequent contributor to The Daily Reckoning Australia.
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View articles by Dan Denning
May 13th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics, Personal Investing
Simple question: how do you invest during an inflationary boom? Today, some concrete ideas. And the simplest idea of them all-when you consider soaring government deficits-is to sell government bonds and buy beaten down, world-class equity.
Mind you, this is if you want to be in the equity market at all. ...
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Tags: debt, government, inflation
Posted in Featured, Macro Economics, Personal Investing |
2 comments
Apr 27th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
Buenos dias. The obvious story to lead with to begin the week is the outbreak of swine flu in Mexico. But as there is nothing any of us can do about that, we'll report that Chinese gold reserves have grown 75% since 2003 to over 1,000 tonnes. That's small compared ...
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Tags: credit deflation, great depression, inflate out of debt, tax
Posted in Featured, Macro Economics |
1 Comment »
Apr 24th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
If governments wised up and ceased pumping trillions of new money and credit to back-stop assets with unsupportable values, you'd get a severe and painful deflation. The flow of money and credit would contract and the general price level would fall—most severely for those assets that benefited the most from ...
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Tags: deflation, inflation
Posted in Featured, Macro Economics |
2 comments
Apr 16th, 2009 |
By Dan Denning |
Category: Featured, Gold, Macro Economics
Don't ask us why the Maestro showed up in our dream. He just did. So we took the opportunity to ask him a few questions. We've reconstructed the conversation as best we can.
"Maestro...you hardly look yourself. It looks like twenty years have dropped from your face. It must be liberating ...
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Tags: fiat money, gold standard, government, taxes
Posted in Featured, Gold, Macro Economics |
5 comments
Apr 8th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
There's a new committee to save the world in town!
They got together and had a fancy dinner. They blamed hedge funds, corporate fat cats, tax dodgers, and the credit ratings agencies. They threw some more money at the IMF so that it can send gift baskets of currencies to poor ...
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Tags: debt, G-20, Gold, government
Posted in Featured, Macro Economics |
1 Comment »
Mar 19th, 2009 |
By Dan Denning |
Category: Featured, Housing
In the States overnight everyone went gaga over the news that construction of new U.S. houses rose in February by 22% over the January rate. That's an annual rate. So we'll see how it goes. It had been down six months in a row.
Who knows why stocks really rally? But ...
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Tags: Negative Amortization mortgages, unemployment
Posted in Featured, Housing |
2 comments
Mar 18th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
What an absurd old world we live in. The Bank of England is worried about deflation, but only so it can justify the massive inflation it's cooking up. Barack Obama is outraged about US$165 million in bonuses at AIG and will use all legal means to stop them. Like he ...
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Tags: deflation, inflation, money supply
Posted in Featured, Macro Economics |
7 comments
Mar 2nd, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
Down, down, down they go. But are stocks cheap as we begin the first week of March? "They are cheap looking back," says our friend Eric Fry in California, "but they still might be VERY expensive looking forward."
Ah yes, the future. What does it hold? Well, apparently more lay-offs and ...
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Tags: banks, inflation, money printing, Treasury
Posted in Featured, Macro Economics |
5 comments
Feb 26th, 2009 |
By Dan Denning |
Category: Featured, Macro Economics
A quote that’s often ascribed to Karl Marx has been popping up a lot lately:
"Owners of capital will stimulate the working class to buy more and more of expensive goods, houses and technology, pushing them to take more and more expensive credits, until their debt becomes unbearable. The unpaid debt ...
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Tags: Austrian economics, capitalism, Marxism
Posted in Featured, Macro Economics |
16 comments
Feb 6th, 2009 |
By Dan Denning |
Category: Energy, Featured, Macro Economics
Let's dispense with the usual recap of bad news today and go straight to more important matters, like the weather.
"Is that rain?" asked a co-worker the other day.
"No. It's the sound of leaves blowing down the street," we speculated.
And it was.
Huge drifts of leaves have accumulated on the footpaths in ...
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Tags: Energy, great depression, recession
Posted in Energy, Featured, Macro Economics |
2 comments
