Get Ready for 19 Years of On/Off Deflation If History Rhymes

The Contrary Investing Report

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

We keep hearing how US households are paying off their debts. The important question is – how much debt is left to be paid off? For some insights into how much painful deleveraging may be left – I’d like to share what Bill Bonner wrote in today’s Daily Reckoning (an excellent free email newsletter by […]

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The severe supply/demand imbalance in sugar fundamentals has propelled sugar prices to a 28-year high. The big driver of the rally has been India – which, as we reported earlier this year, has turned into a net importer of sugar. As you can see below, sugar prices are starting to go “parabolic.” Commodity rallies typically […]

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It’s pretty tough to find investors who are bullish on the US dollar these days. Judging from our dollar sentiment survey results last week, it seems like most dollar bulls probably read this blog! When I consider: Not a day goes by without an investment newsletter popping into my email Inbox that highlights the dollar’s […]

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Despite the self congratulatory nature of the financial media in the recent weeks and months, I remain highly skeptical that the worst is indeed behind us. Down in the trenches of daily economic life, I can’t find any noticable signs of improvement. In fact, the only thing that seems to have changed is a sharp […]

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Amidst all of the inflation/deflation debates, here is THE best summary of the current crisis I’ve seen to date…enjoy! Warning: Definitely NSFW! Shout outs to my friend JL for sending this along, and to the excellent financial blog Zero Hedge for originally posting.

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What can you learn from tracking the holdings of the great hedge fund managers? Plenty! Today we’ve got a special treat – part 2 of our interview with Jay from MarketFolly. Jay tracks the specific holdings of top hedge fund and money managers on his site, helping readers glean important bits of investment insight from […]

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Goldman Sachs CEO Lloyd Blankfein took a page from the preachings of the world’s leading religions, as he warned his employees to avoid making “big-ticket, high-profile purchases.” Laying low and playing down wealth is probably a best practice even when times are good. During tough times like this, it’s a must, as the public opinion […]

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Over the past week, we’ve been investigating dollar sentiment, which appears to be overwhelmingly bearish at the moment. I was surprised when our dollar sentiment survey revealed that only 56% of readers were bearish on the dollar. After seeing bearish readings north of 90% in some places, and anecdotal evidence to support these #’s, I […]

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