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Perhaps a sign that we’re heading into a deflationary spiral – perhaps a clear sign of a bond bubble – or perhaps some mixture of both. From Bloomberg: The amount of money flowing into bond funds is poised to exceed the cash that went into stock funds during the Internet bubble, stoking concern fixed-income markets […]
Astute reader Shaun forwarded along a great email with his thoughts about the sovereign debt situation, and included a couple of fantastic charts that illustrate examples from Japan and Argentina. Both charts are courtesy of Reggie Middleton’s excellent BoomBustBlog. The first item we’ll explore is Japan, a nation that has become increasingly hooked on public […]
I’ve been searching around for some charts of credit default swap spreads for US state governments (if anyone has a favorite source, please let me know). In the process, I came across this Economist piece, which profiled the finances of the American “problem states.” The case is made that the credit default swap spreads of […]
How scary are the sovereign debt levels of the United States, Japan, and European nations? David Galland explores in this guest piece. If you’re not completely frightened by the levels of government debt, and the fact that Greece is nothing extraordinary…you should be scared out of your mind by the end of David’s piece! An […]
Last night our Sacramento based Casey Research “Phyle” met to discuss the current investing landscape – which quite frankly appears to be littered with mostly landmines right now! (A couple of months back, our group talked about the scary potential for retirement plan confiscation, how to wire money to Central America, and other offbeat personal […]
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