Posts Tagged ‘ inflation is coming ’

Marshalling the Armies of Inflation

Dec 1st, 2008 | By Dan Denning | Category: Featured, Gold, Macro Economics, Politics
It’s been a tough market to trade. There’s no real momentum. No one really knows what’s going on. One day, you’re up three percent. The next, down four. Who knows why these things happen. The story making the rounds in the papers is that traders “cheered” the news that Tim Geithner, ...read more


Inflation on Its Way

Oct 23rd, 2008 | By Dan Denning | Category: Economics, Housing
In the spirit of humility, let’s take a moment to examine whether we’re simply wrong about our main investment thesis: that extraordinary measures adopted by central bankers and government officials will result in tremendous inflation, and thus boost commodities and resource shares. The first strike against the theory is the global ...read more