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With cattle prices hitting all-time highs, I decided to take a look at the broader causes for the trend – both short term and long term. To read the full article, please hop over to Hard Assets Investor. *** Where’s the Beef? Cattle Prices Hit All-Time Highs Cattle prices are at all-time highs, thanks to […]
Regular readers know that we’ve been keeping a keen eye on rough rice ever since Jim Rogers said “if rice went down, he’d buy more.” That prompted me to take a look at the supply/demand fundamentals of rice, and conclude that things were teed up for a potential rally in this unsung grain. A recent […]
Stumped about the inflation/deflation debate? Good news – you’re not alone! Hard Asset Investor’s Brad Zigler is also somewhat undecided on the subject. Though he leans toward inflation, he acknowledges that very strong deflationary forces are also in play. Though you know that I’m one of the lonely souls in the deflationary camp (along with […]
Casey’s Jeff Clark shares his observations about where the price of gold may be heading in years to come. Regular readers know that my opinion differs from Clark’s in the short term, as I think gold is in for a massive correction. However I do agree that the most likely medium to long term scenario […]
So Gold CAN Still Go Down, After All Last week was shaping up to be another banner one for gold, as the old relic kept on climbing, day after day…that is, until it stopped. Gold’s one-way rise experienced a sharp setback on Friday, dropping nearly $50 on the day, and over $60 in intraday measures. […]
Tom Dyson, one of my favorite investment writers/analysts, is also one of the very few lone soles left in the debt deflation / dollar bull camp (last one out, please turn out the lights!) Last week, Tom penned an article that I thought articulated the case for a near term dollar rally brilliantly – and […]
Government prints cash Gold zooms, along with script. But – Why are rates still low? (Source: St Louis Federal Reserve)
We know that, right now, we are most likely in a period of “debt deflation.” Wages are falling. Prices also appear to be falling – though this is open for debate, as there are smart people who believe prices are steady or even rising. For example, Marc Faber recently said he’s surprised that prices are […]
As the Federal Reserve continues to print money, the “hyperinflation trade” seems to be a crowded one. The premise seems sound and reasonable – whenever a government prints money and devalues its own currency, rising prices follow. A deflationary environment cannot hold for a sustained period of time, because the government will print money, or […]
The bull market in money creation is still intact! After a short “correction” a few months ago, the printing presses are revved up and running faster than ever before. The continued strength in equity and asset prices…much to the surprise of many smart traders…seems to be validating the theory that this bear market rally is […]
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