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This morning, I had the fortunate opportunity to speak with demographic trend expert and economic researcher Harry S. Dent. It was a great conversation and we covered a lot of topics, including the demographic outlook in America, the inflation/deflation argument, potential inflection points for the stock market based on spending wave turning points, and more. I […]
David Rosenberg wrote today in his daily commentary that earnings expectations peaked with the stock market back in April. He observes that this is a common phenomenon – where stock prices do not follow earnings, but rather they more closely track earnings expectations. When expected earnings are revised up by analysts, stocks rally – and […]
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 […]
This week I caught another fascinating interview on the Financial Sense Newshour – with Harry S. Dent, author of The Great Depression Ahead. OK, so what’s so insightful about a guy publishing a next Great Depression in 2009? Well when it comes from the same guy that published The Great Boom Ahead in 1992, I […]
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