Investing and Trading News, with a Contrarian, Sarcastic Twist!
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 […]
Last night I was reviewing the Congressional Budget Office’s recent outlook to get a handle on their assumptions (I know, an exciting Monday night!) One of our astute readers kicked off this exercise by taking a look at the government’s debt and interest rate projections out to 2015, concluding that the call by many that […]
A BIG hat tip to our astute friend and correspondent Dr. Evil for passing along this gem from Howard Buffett, written in 1948, about the dangers of fiat money, and the connection between human freedom and a gold redeemable currency: Is there a connection between Human Freedom and A Gold Redeemable Money? At first glance it […]
Everyone hates the US Dollar – again. The Fed is openly signaling to the markets that it is not going to stand by the buck. The current headline article at Bloomberg.com pertains to New York Fed president William Dudley’s statements that inflation is too low, and unemployment is too high, for the Fed to stand […]
Happy Groundhog Day! And don’t try telling me otherwise – at least as far as the markets are concerned. Everyday the S&P 500 creeps higher – as does gold, silver, and what the hell, even the Euro! Is Punxsutawney Phil nearby? Let’s start with the S&P, which has bounced several times off the 1040 mark, […]
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 […]
As I sit here typing comfortably from my Steelcase chair in Sacramento, CA, it may be a little presumptive for me to weigh in my $0.02 in the Chinese bull/bear debate. Some convincing China (short term) bears – like Marc Faber and Hugh Hendry – believe things are not going to end well in China. […]
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 […]
Another nice job by our buddy David Galland in this guest piece, as he takes a look at the relationship between huge (unpayable?) debt levels and interest rates, gold, and inflation. Of the many good points that David makes, the one that really got me thinking is the behavior of gold in a low interest […]
A headline that looks like it’s been in the queue for about two years just popped out of the oven over the weekend: Credit Unions Bailed Out Two years after the peak of the financial crisis, the federal government swooped in to stabilize a crucial part of the credit-union sector battered by losses on subprime […]
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