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We’ve been following the Chinese stock market closely, because over the last few years it’s been a “canary in the coal mine” for US equities. The fact that the Shanghai index actually peaked last August, and is now in the process of rolling over, should be a concern to anyone who is long US stocks. Follow […]
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 […]
Spent part of my weekend reading Bob Prechter’s latest newsletter, which is always thought provoking. The folks on his team were kind enough to allow us to republish this article from the April issue of Bob’s Elliott Wave Theorist. In terms of technical and sentiment analysis, I think Prechter is second to none. He’s been […]
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 […]
Richard Russell thinks the bond market may be saying ENOUGH with the quantitative easing, reports The Daily Crux. From his Dow Theory Letters: The bond market is now very close to saying, “We’ve had enough.” … Many older subscribers probably remember my lifelong emphasis on the POWER of COMPOUNDING. But what of the power of […]
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 […]
I hope you had a good, long holiday weekend. I sure did…I mentioned at the end of the week that I’d be blogging when I wasn’t drinking beer. As you can probably infer from my lack of posts, I managed to put back a few with some good friends! Back in the saddle now, I […]
Nice scoop by the Daily Crux – Richard Russell’s comments about current dividend levels…or lack thereof! The second quarter of 2009 was a dismal one for corporate dividends. Standard & Poor’s recorded an all-time low of 233 dividend increases plus resumptions and extras. During the April through June period, the 7,000 publicly-owned companies that S&P […]
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