... it will stop.” – Stein’s Law
This week we’ve been digging into the inflation /deflation question – laying out causes and effects, describing the various forces at work.
One of the things that’s become ...
Friday, October 23, 2009
2.
The Engineers of Inflation
(Matching tags: Macro Trader,Stock Market News,Justice Litle,Infrastructure,Inflation Rate,Economic Growth)
... cost of collapse typically falls on someone else.
An Inflation ary Nash Equilibrium
This partially explains, too, why the financial world can erupt in celebration even as foreclosure victims check into ...
Wednesday, October 21, 2009
Debt – or rather the mass buildup of debt – plays a key role in the great “inflation versus deflation” debate. Today, a closer look at just how we got here, and where the deflationary pressures are coming ...
Tuesday, October 20, 2009
Which will it be, inflation or deflation? And what exactly are we experiencing now? Surprisingly the answer is “both”... Justice explains.
In terms of trying to figure out “what’s next” – or, more ...
Friday, October 16, 2009
The Consumer Price Index, the U.S. government’s inflation measure, is down 1.3%. This drop was driven by a 30% drop in energy commodities and a 2.5% drop in food prices.
Lower prices are usually ...
Thursday, October 15, 2009
... example, investors are expecting a serious bout of inflation down the road. As the Financial Times reported last week, “Investors overwhelmed the UK with demand for inflation -linked bonds yesterday... ...
Wednesday, September 30, 2009
... highlight, though, was the so-called “core” rate, which excludes food and energy costs. This print was a very benign 0.1%. The lower “core” rate should help alleviate inflation ary ...
Wednesday, September 16, 2009
As the dollar falls with concerns over inflation , gold reached $1,017 an ounce. Some researchers believe this trend will carry gold to $1,100 per ounce.
From: Nicholas Larkin, Bloomberg:
Sept. 16 (Bloomberg) ...
Wednesday, September 16, 2009
... topping $1,000 an ounce, as the slumping dollar and inflation concerns boosted the metal’s appeal to investors.”
When Barrick, the most successful gold company around, is going all in, ...
Wednesday, September 09, 2009
10.
The Dollar Conundrum
(Matching tags: U.S. Dollar,Deflation,Inflation Rate,Justice Litle,Macro Trader)
The inflation versus deflation question feels more relevant than ever. Justice votes for “first deflation, then inflation ,” in part due to the U.S. dollar’s unexpected behavior in crisis periods.
In ...
Wednesday, August 26, 2009
... term, and that it is working with Congress to raise its $12.1 trillion debt ceiling.”
Of course, raising the debt ceiling would translate into greater inflation , which is another concern for many investors. ...
Wednesday, August 12, 2009
12.
Future of U.S. Economy
(Matching tags: John Lee,Japanese Yen,Inflation Rate,Deflation,Economic Growth,U.S. Dollar)
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What’s In Store For U.S. – Japan Of The 90’s or Argentina of 2002?
Written by John Lee, Guest Contributing Editor, Mau Capital Management
The inflation ...
Wednesday, July 22, 2009
The International Monetary Fund has adjusted its forecast for 2010, believing the economy will perform better than previously expected.
From Sandrine Rastello and Timothy R. Homan, Bloomberg:
July ...
Wednesday, July 08, 2009
How to Profit from Warrants
Future Inflation Fears Fuel Price of Gold Shares and Warrants
A Taipan Publishing Group Investment Research Report By Lorimer Wilson, Contributing Editor, PreciousMetalsWarrants.com ...
Wednesday, July 01, 2009
... in the second quarter, according to forecasters Macroeconomic Advisers. That would be the fourth straight quarterly contraction.”
Where’s Inflation ?
A climb in rates would affect the number of people ...
Friday, June 26, 2009
A newly popular argument says the return of inflation will bring about double-digit interest rates – and that the natural play is to short long bonds posthaste. But does this really make sense? ...
Friday, June 26, 2009
When Congress spends money like a bunch of drunken frat boys, it makes the Fed’s job all the harder – and all but guarantees the long-run rise of inflation . Too bad there’s nothing Ben Bernanke can do... ...
Friday, June 05, 2009
... war in Vietnam. It didn’t happen when Nixon took us off the gold standard, or when Ford and Carter diddled around while inflation ran up to 14%.
It didn’t happen when Reagan and Bush Senior ...
Monday, June 01, 2009
... examined the data on prices across the entire sweep of American history, an obvious pattern was visible. What caused inflation ? The recurring experience of inflation ary spirals strongly suggested that ...
Wednesday, May 20, 2009
China Proposes New Global Currency
China Fears Dollar Devaluation
A Taipan Publishing Group Market News Brief By Sara Nunnally, Senior Research Director, Taipan Publishing Group
On Monday, China ...
Tuesday, March 24, 2009
Recent economic news from the U.S. Treasury and Federal Reserve could stoke inflation fears, even though the most up-to-date number shows CPI floating at about 1.8%.
The Fed announced last week that ...
Monday, March 23, 2009
22.
The Perpetual Motion Scam
(Matching tags: U.S. Dollar,Inflation Rate,Market Analysis,Editor Adam Lass,WaveStrength Options Weekly,Government Issues)
... only.
The Return of an Old Arch Enemy – and a New Opportunity
It’s called inflation , folks, and we are already seeing it reappear in the nooks and crannies of the system. Producer prices are ...
Monday, March 23, 2009
... time, core inflation climbed 0.2%, higher than the expected 0.1%. Let’s take a look at what’s behind these moves…
1.3% increase in energy prices 8.7% jump in gasoline prices 1.6% drop in food costs in ...
Tuesday, March 17, 2009
Gideon Gono, Zimbabwe’s top banker, has given up on the "extraordinary things” done in the name of hyperinflation . Perhaps the West should take note.
The root cause of hyperinflation is excessive money ...
Tuesday, February 03, 2009
The euro is fast approaching an inflection point, and Ben Bernanke put his foot down in favor of inflation this week. Here’s a “tip” on how to play it...
The euro is fast approaching an inflection point. ...
Wednesday, January 14, 2009
...
I am speaking of the whole inflation /deflation thing. As we have pointed out repeatedly in this column, this interplay is one of the single binding actors in the market.
Why the “Black Widow ...
Thursday, January 08, 2009
The whispering began around Halloween in the back alleys of Wall Street and odd outposts of academia: “It’s not about inflation anymore.”
For three straight years, the dollar had been falling against ...
Monday, December 15, 2008
... War II.
This dramatic drop has the word “Deflation” on everyone’s lips.
It’s quite the switch, actually. As recently as this summer, everyone was worried about Inflation .
Now, according to some estimates, ...
Friday, November 21, 2008
... when you compare October 2008 to October 2007, you see that the past year’s inflation still leaves us up 3.3%.
But even that 1% drop is suspect. Strip out the drop in fuel costs, and we actually see ...
Thursday, November 20, 2008
Inflation Drives Price of Gold
"Inflation is Here... Time to Buy Gold is Now A Taipan Publishing Group Strategy Report by Christian DeHaemer, Editor, BreakAway Investor
There’s no doubt that the Treasury ...
Thursday, October 30, 2008
... inflation .
Do you know what gentle Ben is really saying here? He is saying he can tax the dollars right out of your wallet if he chooses to. And if he has to, he will... and there isn’t a thing you ...
Wednesday, October 01, 2008
... figures that it is special, unique, completely immune to the prevailing winds. Just a few short months ago, FedEx (FDX:NYSE) announced that it was in the soup.
Recession was impeding sales and inflation ...
Tuesday, September 02, 2008
...
U.S. inflation is at a 17-year high
The dollar is up
And gold is down
As my Taipan Daily co-editor likes to say when faced with the outrageous, “What in the wide, wide world ...
Thursday, August 14, 2008
Gold recently rallied 3.5% in one day, the biggest surge in years.
Inflation concerns continue to haunt the market, and the U.S. dollar is getting slammed. The stock market is sinking, and the Dow ...
Friday, June 27, 2008
