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Interesting take on why rising commodity prices ultimately have a deflationary effect – from David Rosenberg in yesterday’s Breakfast With Dave: The bond market is telling you something very important here that rather than being a permanent source of inflation, what we are witnessing is a global exogenous deflationary shock (the impact on discretionary spending in America will […]
Here’s a fantastic Jim Rogers interview, featuring our hero laying into Bernanke big time! Rogers says: Find “real assets” like silver, rice, natural gas that will protect your wealth He owns physical assets – like gold and silver bullion – in addition to futures contracts on gold, silver, even rice “Bernanke doesn’t understand economics, finance, […]
Here’s a fantastic comparison of our current recession with the Great Depression by Doug Casey, who illustrates why broader trends and fundamentals were actually much brighter during the 1930’s and 40’s than they are today… (And if you like Doug’s piece, you should also check out my recent piece: Comparing the Current Recession/Depression with THE […]
Andy Kessler’s new book Eat People: And Other Unapologetic Rules for Game-Changing Entrepreneurs is out today – and we’ve got an exclusive interview with Andy! I personally learned and gained a ton from this book – as a software startup guy myself, it really helped open my mind and eyes to the patterns that lead to successful […]
Gary Shilling weighed in with his recommendations for 2011 in John Mauldin’s latest Outside the Box newsletter. Since the early 2000’s, Shilling has been one of very few financial commentators staunchly in the deflation camp – and his 2011 picks reflect his belief that deflation, not inflation, will rule the years ahead. We look for […]
David Rosenberg writes in today’s Breakfast With Dave that Obama was channeling Herbert Hoover during the State of the Union! A long-standing colleague and reader sent this off to me yesterday and it blew me away. Read on: Obama’s State of the Union: “Two years after the worst recession most of us have ever known, the […]
Jim Rogers, a fervent agricultural bull since he launched the Rogers International Commodity Index in 1998, recently cited rice as his favorite grain. He told MoneyNews: “If rice goes down, I will buy more rice. Rice has a great future for the next few years.” When Jim casually name-drops a commodity—especially a grain—it’s usually advisable to […]
Looking to diversify your US dollar holdings into some Chinese yuan/renminbi? Now you can – thanks to the Bank of China, which is allowing US customers to deposit up to $20,000 a year: It’s not as crazy as it sounds. As The Wall Street Journal’s Lingling Wei reported Wednesday , the Bank of China here in […]
In October I had the great opportunity to get on the horn with Andy Kessler to discuss his latest book Grumby, his outlook for technology, and tips for picking winning tech trends. Well Andy’s written a new book, which means we’ll be able to get on the horn with him again! It’s called Eat People: […]
Richard Russell dismisses the chatter about a bubble in gold in his latest Dow Theory Letter. Here’s an excerpt, courtesy of our friends at The Daily Crux: Question: Russell, what do you make of all the talk about gold being in a bubble? Answer: I’ve seen a number of bubbles in my life, and they […]
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