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Because governments around the world are printing money, of course! Here’s the latest CNBC interview with Jim Rogers , along with my notes: 2012 could be alright thanks to 40 elections worldwide (and hence, increased money printing) – but 2013 and 2014 are the real dangers Still long real assets – such as commodities – […]
Barron’s got a hold of Hugh Hendry to chat about his favorite topics – namely deflation, and shorting Asia! If you read our previous coverage of Hendry’s economic outlook, there’s not much new here, but it’s still probably worth a quick read. In summary, Hendry remains biased towards “hyperdeflation BEFORE hyperinflation”: The road to hyperinflation […]
One of our favorites, Felix Zulauf, joined Jim Puplava on his Financial Sense Newshour to discuss the global economy and ongoing European debt saga. Zulauf said “the euro was probably the dumbest economic decision Europe has made since World War II, but we have it and it’s very difficult to get out of it.” He […]
Last week I attended the 2012 Sacramento Business Review, which was keynoted by Axel Merk, the President & CIO of Merk Investments. (Big thanks to my friend and budding Contrary Investing contributor legend, Jonathan Lederer of Lederer Private Wealth Management, for the great recruiting job!) Here are my notes from Axel Merk’s keynote speech: “In a […]
Nice job by Doc Efrig in his recent interview with Marc Faber for his Stansberry Radio podcast. It’s one of the best Faber interviews I’ve heard in a few months – the dude is great in long form. Faber’s best line comes when asked to go in Asia for nightlife: “For nightlife you have to […]
Last week, Barron’s published their annual roundtable for 2012 – again featuring two of our very favorites in Marc Faber and Felix Zulauf. Faber stole the show when he predicted that World War III would begin within five years: “On another optimistic note, World War III will occur in the next five years. That means […]
Financial apocalypse guru Marc Faber shared his always-joyous and insightful outlook with Bloomberg last week. His thoughts: Stocks look attractive…relative to government bonds He admits he lost his bearish Treasury bet to David Rosenberg in 2011 Though he still compares the current “bubble” in government debt with the 1999-2000 NASDAQ Source – Bloomberg: Marc Faber Sees […]
In an interview with The Economic Times, Jim Rogers said he’s short “most” emerging markets via the indices: Jim Rogers: I am still short on India. You all should stop calling me up because I am still short India. Yes I love India as the most wonderful country in the world to visit as a […]
The fascinating story of Marion Szablicki, as reported in Marc Faber’s Gloom, Boom and Doom Report *** My economics education was started as a child by my grandfather, Marion Szablicki, who was a living testimonial to the value of gold. Notably, toward the end of his life at 99 years of age in 2010, he felt […]
Great op-ed in the Wall Street Journal today by our friend and favorite guest Andy Kessler, explaining why the “have nots” should stop pointing fingers at the rich. Why? Because to get rich today, you need to create value for a mass market – and the rising tide inherently lifts all boats. In other words, […]
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