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The deflation camp may not be well populated, but I have to say that I really dig the few economists and analysts that are sympathetic to the deflation argument.  Perhaps it’s just because we all smoke the same lettuce – but I prefer to think there’s more to it than that 🙂 One of our […]
Here’s my understanding of the Greece bailout plan that was passed today. Â It’s nearly $1 trillion. Â It should stabilize Greece for now – credit default swaps on Greek debt tumbled on the news – though from Greece’s perspective, it’s hard to see how this is anything more than “kicking the can down the road”, as […]
It’s looking more and more apparent by the day that deflation is returning to the financial markets – and with a vengeance. Yes sir, deflation is back – it’s out to kick ass and chew bubble gum, and apparently it has just run out of gum! The reflation trade is being exposed as the fraud we […]
Regular readers know that while we are more sympathetic to the deflation argument, at least in the near term, we keep our ears open to the inflation camp as well. And that’s not hard to do, as some inflation believers become quite hostile at the mere muttering of deflation! For my money, the guy with […]
The “reflation” trade Just a standard retracement? The bear may be back! They Are Still “All the Same Markets” Like many of our astute readers, I was not impressed by the reflation trade. While the strength of the rally was indeed quite substantial, when you sum it up, it was a mirror image of the […]
Whither deflation… Chased away by reflation? Or eye of the storm? Revisiting the Deflationist Arguments of 2009 Earlier this week I revisited two of my favorite inflation/deflation interviews of 2009, both courtesy of Jim Puplava at the Financial Sense Newshour. Being sympathetic to the deflationist arguments, I was interested in seeing if their forecasts were […]
Happy New Year…and New Decade! Let’s dive into some of the top investment themes to keep an eye on in 2010…but first, a haiku: 09 Reflation Can it continue for long? Dollar may foil! 1. The US Dollar: The Linchpin The dollar, which topped out in early March roughly around the time the stock market […]
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