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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 […]
Thanks to good friend and fellow deflationist Carson for sending along the latest CPI numbers, which were released this morning. Inflation? Where? On a seasonally adjusted basis, the Consumer Price Index for All Urban Consumers (CPI-U) declined 0.1 percent in April, the U.S. Bureau of Labor Statistics reported today. Take away food and energy, and the deflation […]
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 […]
Last night our Sacramento based Casey Research “Phyle” met to discuss the current investing landscape – which quite frankly appears to be littered with mostly landmines right now! (A couple of months back, our group talked about the scary potential for retirement plan confiscation, how to wire money to Central America, and other offbeat personal […]
Here’s my understanding of the Greece bailout plan that was passed today. It’s nearly $1 trillion. It should stabilize Greece for now – credit default swaps on Greek debt tumbled on the news – though from Greece’s perspective, it’s hard to see how this is anything more than “kicking the can down the road”, as […]
It’s looking more and more apparent by the day that deflation is returning to the financial markets – and with a vengeance. Yes sir, deflation is back – it’s out to kick ass and chew bubble gum, and apparently it has just run out of gum! The reflation trade is being exposed as the fraud we […]
Yesterday we mused that a turning point may be appearing in the markets, as indicated by the negative divergences that are popping up. In a rare act of God, we were right! Well, at least for a day. And they’ll never be able to take that away from us. Stocks, commodities, and just about everything […]
Gold is one of the lone green spots on the screen today, as the markets get clobbered across the board. You could cite the latest sovereign debt downgrade, but in reality, this is not exactly breaking news by any means. Any trader with a few working brain cells saw this writing on the wall. In […]
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