Posts Tagged ‘ inflation ’
“Recovery is here!” the Pollyannas shout. “This is the first sign. And soon all nations will be following with their rate increases.”
They talking, of course, about the Australians decision to hike their central bank index rate. And instantly the howls of recovery were on the lips of all the pundits.
But ...read more
The Price of Oil and the Inflation Time Bomb of Autumn
Oct 13th, 2009 | By Paul Tustain | Category: Energy, Featured, Oil
It's not only the energy markets that threaten the 'low inflation' data now encouraging bondholders to keep buying...
The published inflation data are surprisingly unsophisticated in so far as they compare current prices with a snapshot a year earlier.
Just over a year ago, oil was every hedge fund manager's favorite speculation. ...read more
Inflation, Deflation, Peak Oil and Complex Systems
Sep 29th, 2009 | By James Howard Kunstler | Category: Featured, Macro Economics
In my father's house are many mansions. Surely one of them has a room with no elephants in it....
Not to crunch too many metaphors right here at the top, but a consensus seems to be firming up in the animate jello of the Internet that we have entered the Season ...read more
The Real Price of Gold
Sep 22nd, 2009 | By Adrian Ash | Category: Featured, Gold
Two charts and three measures of gold's "real" price today...
GOLD'S CURRENT price-tag of $1,000 an ounce suggests big doubts over the US Dollar, its domestic economy, and its status as the world's No.1 reserve currency.
Or so we guess after 10 years of watching it quadruple from two-decade lows. But gold ...read more
Once Again, Stupid, It’s The Economy
Sep 11th, 2009 | By Richard Marmo | Category: Featured, Morning Whiskey
In many ways it always has been. Simply put, the economy is at the root of everything we do. For example, despite President George H.W. Bush’s success with the first Gulf War, he was unseated in 1992 by Bill Clinton’s use of “It’s The Economy, Stupid!”
Did that phrase have any ...read more
Free Lunches, Money from Nothing and Limits to Government Theft
Sep 4th, 2009 | By Linda Brady Traynham | Category: Featured, Politics
Consider economics and governments as resembling a restaurant.
In order for there to be a restaurant at all some entrepreneur has to put his money and vision on the line and open it. He has a thing called "overhead," which is irreducible on-going expenses whether he has any customers at all ...read more
Suckers Rallies and the September Syndrome
Sep 3rd, 2009 | By Bill Jenkins | Category: Featured, Personal Investing
Don’t look now, but September is upon us. And so far, so good. Everything is progressing like clockwork. No humidity. No A/C. Absolutely beautiful. Something like the outer bands of Heaven.
It’s also the time of year when the Jenkins family winds up plans for an October vacation. This year my ...read more
Inflation and Oil Prices: Our Next Move
Aug 28th, 2009 | By Dan Amoss | Category: Energy, Featured, Oil
Always follow the oil market closely, because it will impact the fundamentals of many businesses -- including those we are selling short.
Drivers in the U.S. no longer determine the global price of oil. So oil prices can remain high despite a weak labor market -- as we saw in the ...read more
Are We Being Conned About Gold Consfication?
Aug 10th, 2009 | By Doug Hornig | Category: Featured, Gold, Personal Liberties
There’s a lot of Internet chatter these days about the possibility of the U.S. government seizing its citizens’ private gold holdings.
What are the chances?
Well, it’s always good to bear in mind that there is no telling what the government might do. It’s already doing things that were unthinkable just a ...read more
Gold Stocks Take a Hit Plus Worse Than Subprime
Jul 22nd, 2009 | By Chris Mayer | Category: Featured, Gold, Housing
The market clearly is not worried about inflation right now. That is the only way to explain recent 10-year Treasury yields of 3.30%. The deflationist view is the one that prevails. This view, which makes some compelling and elegant arguments, maintains that the credit losses far surpass the monetary and ...read more
