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Here’s a fantastic Jim Rogers interview, featuring our hero laying into Bernanke big time! Rogers says: Find “real assets” like silver, rice, natural gas that will protect your wealth He owns physical assets – like gold and silver bullion – in addition to futures contracts on gold, silver, even rice “Bernanke doesn’t understand economics, finance, […]
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 […]
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 […]
Let’s join monetary expert Terry Coxon for a (comically?) detailed look at the Fed’s current balance sheet. I’ll give you a hint: yikes! I’d rank Coxon as one of the foremost experts on monetary policy and its effects on the economy. You may recall his name from a classic book he co-authored with the great […]
Thanks to our friend and guest author Jon Lederer for forwarding along these investor sentiments about gold: Are we heading for the decisive break above $1,000 that frustrated gold investors (my former self included) have been waiting for? Time will tell! What if gold does motor right through $1,000 en route to $1,100 and higher? […]
Here’s a short clip of Bud Conrad, Casey Research’s Chief Economist, on CNBC last Thursday. Bud has been pounding the table for investors to buy gold (since much lower prices) and short long bonds for some time. The buy gold trade has been a good one thus far, and Bud now believes that betting on […]
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 […]
This is – by far – one of the stupidest things I’ve ever read. This gem came in a monthly e-zine sent out by a real estate agent who got her hooks into me after the housing bubble started to pop, smelling fresh virgin real estate blood in the waters. Needless to say, we’re still […]
It’s scary to think that the $1.8 trillion deficit estimate for 2009, issued by the Congressional Budget Office (CBO), could be wildly conservative. But if you pick apart each assumption made by the CBO – as Casey Research CEO Olivier Garret does in this guest article – you’ll see that this estimate is really a best […]
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