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Let’s take a stroll down Great Depression memory lane to find out what would happen if, in fact, we do slip into a deflationary depression. Would our gold stocks get trashed? It’s important to consider all the possible scenarios that could unfold…since it seems like we’re heading for, or already in, a depression, we now […]
Common wisdom holds that depressions are inherently deflationary. The United States in the 1930’s. Japan in the 1990’s and 2000’s. Combine a depression with other deflationary factors going today in the US – demographics, deleveraging, falling asset prices, even productivity – and you’ve got some serious deflationary headwinds. (As a side note – I’ve warmed […]
Ben Bernanke was right – if you put your mind to it, and print enough money, you CAN prevent deflation. New CPI numbers show that the core CPI (excluding food and energy, which nobody really uses anymore) actually jumped 0.3% last month, their largest increase since June 2008. About 40% of that increase came from tobacco […]
Battle of the FlationsBy Bud ConradChief Economist, The Casey Report One of the most hotly debated topics among financial talking heads these days is, “Deflation or inflation, what is it going to be?” There is no question that we are currently experiencing asset price deflation and economic slowing. But we, the editors of The Casey […]
Tom Dyson, who also believes in the short case for long-dated US treasuries, writes in today’s DailyWealth that it may be some time before treasuries actually start to fall. But he closes the article by mentioning that the danger is much greater on the long side of this trade – and mentions a great recent […]
“If Americans ever allow banks to control the issue of their currency, first by inflation and then by deflation, the banks will deprive the people of all property until their children will wake up homeless.” – Thomas Jefferson
My morning glance at the Futures screens revealed that, well, just about everything is down across the board. Of special note: Cotton flirting with the 60-cent handle (wow, that looks cheap) Silver getting kicked in the teeth again Oil off big again, flirting with $90 Not to mention global stock markets getting slammed across the […]
The battle between inflation and deflation continues to rage on, with deflation mounting a very impressive counterattack. Check out this chart of last Thursday’s single day sector returns, courtesy of Agora: It’s challenging, to say the least, to make money investing when EVERYTHING in EVERY market is going down. This is the classic deflationary nightmare […]
Really great info and insights here from Marc Faber on the near term and longer term economic outlook, from his vantage point. I really love how he calls the Fed a “money printing machine.” Interesting thing about his viewpoint is that, while he believes inflation will ultimately rule the day, he believe deflation will take […]
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