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Here’s a great guest piece by Doug Casey, the Founder and Chairman of Casey Research. This is adapted from Doug’s presentation this past weekend at Casey’s Gold & Resource Summit. Quick note that I agree with many of Doug’s points, and I think his analysis and thinking is excellent (as usual). One point I’m starting […]
Here’s a very interesting interview TechCrunch conducted with Peter Thiel – who co-founded PayPal, and currently runs Clarium Capital. I’m a big fan of Thiel’s – he’s a unique thinker, he’s got a strong libertarian streak, and he’s often good for a very offensive, controversial stance. In this interview Thiel shares his investment methodology, his […]
The guys at King World News conducted an excellent interview with Hugh Hendry, an A-List favorite of ours. If you’re not yet familiar with Hugh, you should be – you can listen to the interview here. I’ll admit I have a full-on “man crush” on our boy Hugh – he’s incredibly smart, eloquent, and insightful […]
Former hedge fund manager Andy Kessler, one of our favorites, believes that we are 3 years into a 7+ year consumer deleveraging cycle. Andy writes: The blue is actual through the first quarter of 2010. The red is trendline and the transparent blue box is my estimate for household debt to get back to trendline. […]
Mark Cuban shares his best investment advice over on his excellent blog. While it may sound basic, this is probably the type of strategy that will serve you best in this soft depression/deflationary environment especially. Cuban writes: I’m going to simplify what I consider to be the best investment advice I have ever been given […]
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 […]
Exciting news for fellow deflation and demographic aficionados – tomorrow I’ll be speaking with Harry Dent, author most recently of the book The Great Depression Ahead. Let me know if you have any questions you’d like me to ask Harry – just leave a comment below, or you’re also always welcome to email me directly! I plan […]
Our unofficial “Deflation Chancellor”, David Rosenberg, penned an excellent rebuttal to a WSJ Op-Ed piece by Jeremy Siegel and Jeremy Schwartz entitled The Great American Bond Bubble. Rosenberg dispels a lot of “common wisdom” with regards to what drives interest rates and the bond market. His analysis, as always, is superb. You can read his […]
This month, Robert Prechter alerted his subscribers of a classic head-and-shoulders pattern shaping up on the weekly chart of the Dow. If you’re into technical analysis, check out the guest article below that we are re-syndicating, which includes a chart and description of the pattern… — Robert Prechter: Head-and-Shoulders Pattern in Weekly Dow Chart August 17, […]
PIMCO’s Bill Gross today urged the US government to go “all in” in the nationalization of the mortgage finance system: Bloomberg reports: “To suggest that there’s a large place for private financing in the future of housing finance is unrealistic,” Gross said today at a U.S. Treasury Department conference in Washington. “Government is part of […]
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