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Gary Shilling weighed in with his recommendations for 2011 in John Mauldin’s latest Outside the Box newsletter. Since the early 2000’s, Shilling has been one of very few financial commentators staunchly in the deflation camp – and his 2011 picks reflect his belief that deflation, not inflation, will rule the years ahead. We look for […]
Exciting news for fellow deflation and demographic aficionados – tomorrow I’ll be speaking with Harry Dent, author most recently of the book The Great Depression Ahead. Let me know if you have any questions you’d like me to ask Harry – just leave a comment below, or you’re also always welcome to email me directly! I plan […]
Has any trade over the last few years frustrated more sophisticated investors than the “one-way” bet on rising long-term government interest rates? For the last 2 or 3 years, many (including myself) have been piling into ETFs (like TBT) that act as short proxies for rising long term interest rates. And the logic has been so sound, […]
So far so good on that short S&P 500 position we initiated Wednesday afternoon via the futures market. We had a beautiful nosedive in equities yesterday – it was truly breathtaking, really – followed up by a somewhat muted rally that didn’t get going until late in today’s trading day. Heading into Thursday’s trading, the […]
Fantastic post over at Pragmatic Capitalism about what the current rally in the US dollar means in the ongoing inflation vs deflation tug-of-war: If the chart below doesn’t grab your attention then few things will. In my opinion, the performance of the dollar is the surest evidence of the kind of environment we’re currently in. […]
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