How Will Gold Perform as a Hedge Against Deflation?

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Many of us in our Contrary Investing community are sympathetic to the deflation argument.  And many of us are also gold bulls – either former, or present!  So how will gold perform if deflation wins out in the near term (as we anticipate?) I have to admit I personally am not bullish on gold and […]

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Last week, we picked up a story courtesy of Bespoke Investments that showed just 4% of S&P 500 stocks were above their 50-day moving average – a level not even seen during the March 2009 lows! So we thought a stock market bounce might be on tap – and sure enough, this week we got […]

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Over the past week, we’ve been investigating dollar sentiment, which appears to be overwhelmingly bearish at the moment. I was surprised when our dollar sentiment survey revealed that only 56% of readers were bearish on the dollar. After seeing bearish readings north of 90% in some places, and anecdotal evidence to support these #’s, I […]

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According to Wikipedia, the Tilt is a state of mental confusion in which a poker player adopts a less than optimal strategy, usually resulting in the player becoming over-agreesive.  In this guest piece, Jeff Clark, one of our favorite analysts, explores how global economics are now “on Tilt”, driven, with wreckless decision after wreckless decision […]

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May Natural Gas futures currently sit a shade above $3.50 – their lowest point since 2002!  Check out this chart…can you spot the trend? Source: BarChart.com Jeff Clark writes that $3.50 is widely regarded as the “shut in” price for natural gas – the price where drillers are better off closing the well than continuing […]

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