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This one’s for all the fellow deflationists struggling to “keep the faith” during the continued rally in asset prices – most notably the parabolic move in the precious metals. Christopher Whalen of the American Enterprise Institute presents Four Pictures of Deflation, and concludes: “The end of the liquidation cycle of the deflating bubble will arrive […]
One of the many things that inflation/deflation guys absolutely cannot agree on is if prices are going up or down. The inflation folks love to say “I don’t know where they shop!” while us deflation guys have no shortage of discount shopping anecdotes. ESPN’s Bill Simmons – not an economist, but a damn good sports […]
Seems like somebody at the Wall Street Journal has been diligently reading their Contrary Investing Report! Today the Wall Street Journal piled onto the small but growing Deflation Nation Bandwagon, on the heels of warnings about deflation from Jeremy Grantham, Bill Gross, and others: Bond-fund heavyweight Bill Gross, investment manager Jeremy Grantham and hedge-fund managers […]
This headline is starting to become a recurring theme. US consumer credit is in freefall – because, as we all know, the American consumer is FLAT BROKE! BusinessWeek reports: Consumer borrowing in the U.S. dropped in May more than forecast, a sign Americans are less willing to take on debt without an improvement in the […]
Courtesy of Pragmatic Capitalism: Is there a debt problem in the United States? You better believe it. But it’s not debt problem everyone is panicking over (the government deficit). It’s at the private sector level. This classic balance sheet recession has consumers saddled with debt. Peter Cecchini, chief strategist at BGC Financial LP says there […]
When it comes to deflation analysis, nobody does it better than Robert Prechter and his team at Elliott Wave International. The folks at EWI were kind enough to let us syndicate this excerpt from Bob’s recent Theorist newsletter, highlighting deflationary signs that the average investor may be missing. Signs of Deflation You Might Not be […]
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