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He asks Bernanke at the end, and he skirts the gold standard question. Just got done reading the latest Casey Report, which has an interview with Ron Paul. He recites a story about Paul Volcker, who in the early 80’s, came into a room 1st thing one morning and immediately asked one of his staffers: […]
This is a guest article by Casey Research Founder and Chairman, Doug Casey. Enjoy! Foundations of Crisis By Doug Casey, Chairman, The Casey Report, Casey Research, LLC. Everybody wants predictions. The following article does a little better than that, in that I wrote it back in November of 1997, outlining several theories of history, and […]
Caught this piece in today’s WSJ – the recent rally in corn prices had many analysts scratching their heads after a record corn harvest. After today’s USDA report, corn prices are looking quite vulnerable in the near term, even after closing “limit down” today.
CHICAGO — A set of bearish government estimates released Monday reignited concerns about anemic demand amid a world recession and sent Chicago Board of Trade grain and oilseed futures plunging, analysts said. CBOT corn and soybean markets fell by their exchange-imposed daily trading limits. March corn fell 30 cents to $3.8075 per bushel while nearby […]
Grain futures plummeted today after the USDA issued it’s supply and demand report, which projected larger supplies than previously forecasted. You can read the gory details of the full report here – or glorious details – depending on which side of the trade you were on. Corn, soybeans, wheat, rough rice all basically closed “limit […]
Now for the weekly review of our commodity futures positions – current as of January 11, 2009. First, our top blog posts from the past week: Is It (Finally) Time to Short US Treasuries – And Make a Fortune? China Starting to Regurgitate US Debt Marc Faber on Bloomberg: World War III Has Already Begun […]
Marc Faber interviewed on Bloomberg on January 6, 2009. He gives the Bloomberg talking heads a nice lesson on how capitalism works early in the first video. Comments on the economy: 2009 will be a “write off” economically The Obama economic plan will be a disaster in the long run – as is all government […]
The New York Times reports: China has bought more than $1 trillion of American debt, but as the global downturn has intensified, Beijing is starting to keep more of its money at home, a move that could have painful effects for American borrowers. I have no doubt, Dear Reader, that you’re way out in front […]
Now that we’re on the other side of the investment madness that was 2008, Casey Research’s Doug Hornig reminds us to keep the big investment picture in perspective. As we’ve discussed in this space, there were only a few asset classes that gained value in 2008 – the US dollar, US Treasuries, cocoa, and gold […]
Do we finally have the opportunity that many of us have been waiting for…the mouth watering chance to short US treasuries? First, a quick review of the fundamental facts, which we have discussed at length in this space. On October 19, we outlined 7 Reasons to Short US Treasuries – and then we promptly went […]
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