Are Deflationist Arguments Still On Track? A Checkpoint in the Debate

The Contrary Investing Report

Investing and Trading News, with a Contrarian, Sarcastic Twist!

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 […]

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Many – including me – think that 2010 will be a pivotal year in the inflation/deflation saga. And while I hopped over to the deflationist “dark side” almost a year ago, I try to stay very tuned into the inflation scenario, to continually check my thinking on the subject. It’s OK to be wrong…I just […]

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Bernanke – man of the year. Did he earn it? Or pushing on a string? Markets Strong Out of the Gates…But How Much Conviction is Left? The broader indices continued to climb higher in the first week of trading in 2010. But how much buying power is behind these moves? Moves straight up usually don’t […]

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Happy New Year…and New Decade! Let’s dive into some of the top investment themes to keep an eye on in 2010…but first, a haiku: 09 Reflation Can it continue for long? Dollar may foil! 1. The US Dollar: The Linchpin The dollar, which topped out in early March roughly around the time the stock market […]

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Trading is, as you know, an inexact science. So while we *think* it’s likely that the dollar has put in a major bottom, a cross above its 200-day moving average would significantly reinforce this hypothesis. The dollar tests it’s 200 day MA. (Source: WSJ.com) We’re not there yet, but we’re getting close. A push above […]

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In today’s Growth Stock Wire, trader extraordinaire Jeff Clark takes a look at the use of Bollinger Bands in making trading decisions. Bollinger Bands don’t tell you which direction the stock is headed, but as the bands pinch closer together, they’re warning a large move is on the way. This is the best time to […]

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On December 5th, I bookmarked Jim Grant’s Op Ed for the Wall Street Journal entitled Requiem for the Dollar. I had meant to blog about it, but got busy, and it actually worked out for the best, as we now have 15 days of trading hindsight since the op ed was published. I should first […]

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Casey’s Jeff Clark shares his observations about where the price of gold may be heading in years to come. Regular readers know that my opinion differs from Clark’s in the short term, as I think gold is in for a massive correction. However I do agree that the most likely medium to long term scenario […]

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Our friends at EWI have been kind enough to allow us to republish the following -an excerpt from Robert Prechter’s latest Elliott Wave Theorist. Read on to learn why Prechter advises that you avoid muni bonds at all costs… Individual Investors Have Jumped Into Another FireDecember 20, 2009 By Robert Prechter, CMT First they bought […]

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In a story that will make any red-blooded capitalist, the Wall Street Journal reports that business are flocking to seek cash “from the biggest venture capitalist of them all, the US government.” The DOE hopes to lend or give out more than $40 billion to businesses working on “clean technology,” everything from electric cars and […]

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