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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 […]
Richard Russell thinks the bond market may be saying ENOUGH with the quantitative easing, reports The Daily Crux. From his Dow Theory Letters: The bond market is now very close to saying, “We’ve had enough.” … Many older subscribers probably remember my lifelong emphasis on the POWER of COMPOUNDING. But what of the power of […]
If there was any question before that the federal deficit was completely out of control and unsustainable, the successful passing of the “free healthcare for all” plan should completely seal the deal! As you probably recall, the out-of-control debt spiral faced by our government sparked some interesting conversation at our local Casey phyle meeting about […]
Whither deflation… Chased away by reflation? Or eye of the storm? Revisiting the Deflationist Arguments of 2009 Earlier this week I revisited two of my favorite inflation/deflation interviews of 2009, both courtesy of Jim Puplava at the Financial Sense Newshour. Being sympathetic to the deflationist arguments, I was interested in seeing if their forecasts were […]
Many – including me – think that 2010 will be a pivotal year in the inflation/deflation saga. And while I hopped over to the deflationist “dark side” almost a year ago, I try to stay very tuned into the inflation scenario, to continually check my thinking on the subject. It’s OK to be wrong…I just […]
On Sunday, I mused that one of my deepest concerns about being bullish on the US Dollar is that I’m on the opposite side of the trade from Jim Rogers, who thinks the buck is doomed. Not so, pointed out astute reader Sibbie via email, citing a recent Rogers interview in BusinessWeek: Q: How much […]
Nouriel Roubini thinks that commodities and equities have gotten ahead of their fundamentals – now pricing in a “V-shaped” recovery, which Roubini thinks is unlikely (I agree). Here’s an interview with Roubini conducted by our friend Lara Crigger at Hard Assets Investor. Well, in my view, commodity prices have increased since the beginning of the […]
A couple of Sundays ago, I spent the morning reviewing the best inflation and deflation arguments and articles that I’d read since the financial world began falling apart. The inflation perspective that I enjoyed the most was that of Terry Coxon, editor of The Casey Report. Below is one of Terry’s recent pieces, which takes […]
I think we’re at a key inflection point in the financial markets at this juncture. The direction that things head next could decide the winner, at least for the next few years, of the inflation vs. deflation battle. So I spent the morning revisiting and rereading many of my favorite arguments from both sides of […]
Government prints cash Gold zooms, along with script. But – Why are rates still low? (Source: St Louis Federal Reserve)
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