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Today Minyanville carried a piece entitled Seven ETFs to Play Deflation, which highlighted high dividend paying ETFs and interest paying bond funds. While I agree with the premise IF deflation is mild and US growth is merely slower than normal, I’d be cautious about the dividend funds if we see a wicked wave of deflation […]
Since the stock market put in a short term bottom a couple of weeks ago (thanks to overwhelming pessimism), the mini-rally since has been a one-way street UP – until today. This has been the trend of the market since about 2003 or so – it’s either up for many consecutive time periods (like 2003-2007, […]
Real nice post by Mish Shedlock over on his always excellent blog entitled Are we “Trending Towards Deflation” or in It? I know many readers share my view on the inflation/deflation debate – namely that because we have a credit based economy, the Fed is relatively powerless to stop inflation. If that’s your take, then […]
Robert Prechter was Jim Puplava’s guest this week on the Financial Sense Newshour. You can listen to the entire interview here – it’s almost an hour long, and it’s fantastic. Ed. Note: You can also read a full transcript of the interview here, courtesy of our friends at Elliott Wave International. Prechter last chatted with […]
Astute reader Legrand posted an insightful comment below our article about shorting the S&P 500 that I wanted to call attention to. I believe he’s onto something very important: Back to my father’s generation- the boomers. They really have only seen inflation during their adult lives. Deflation isn’t something that seems plausible. Their entire adult […]
When it comes to deflation analysis, nobody does it better than Robert Prechter and his team at Elliott Wave International. The folks at EWI were kind enough to let us syndicate this excerpt from Bob’s recent Theorist newsletter, highlighting deflationary signs that the average investor may be missing. Signs of Deflation You Might Not be […]
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. […]
The deflation camp may not be well populated, but I have to say that I really dig the few economists and analysts that are sympathetic to the deflation argument. Perhaps it’s just because we all smoke the same lettuce – but I prefer to think there’s more to it than that 🙂 One of our […]
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