I haven’t written about investments for some time, feeling that I have no better insights than anyone else about what is sensible to do in this environment. The equity markets seem overvalued, the bond markets face at some point a rise in interest rates that will be bad for bond prices, and commodities seem to [...]
Entries Tagged as 'inflation'
All That Glitters Is Gold
November 5th, 2009 · 2 Comments · Federal Reserve, Global Economy, Gold, Interest rates, inflation
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Whither Goes the Economy? So Goes the Stock Market
April 22nd, 2009 · No Comments · Economics, Global Economy, Stock Market, Wall Street, deflation, inflation
The stock market has had major rise in the last six weeks. The beginning of the rise was fueled, as I pointed out at the time, by the Obama Administration’s pledge of a trillion dollars of taxpayer money to ensure that no big banks would go bankrupt. This apparently removed lingering doubts in big investor’s [...]
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Marc Faber an Optimist?
April 13th, 2009 · No Comments · Banks, Debt, Gold, Interest rates, Stock Market, Video, inflation
Marc Faber, the original Dr. Doom, an optimist? It sounds like an oxymoron. However, after being highly pessimistic for most of the last year, Mr. Faber now seems more optimistic than pessimistic about the direction of the world’s security markets. In a wide-ranging interview recorded by Bloomberg Television, Mr. Faber touched on a wide variety [...]
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Fed unleashes greatest bubble of all: John Kemp, Reuters
March 31st, 2009 · No Comments · Banks, Bonds, Debt, Federal Reserve, Global Economy, Interest rates, Policy, Stimulus, Stock Market, Treasury, Wall Street, deflation, inflation
[ Note: the following article is now 3-1/2 months old. The concerns it raise are as relevant and timely now as they were then. Federal Reserve debt projections have increased significantly since then.] Reuters Wed Dec 17, 2008 7:08am EST — John Kemp is a Reuters columnist. The views expressed are his own — Fed [...]
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Deflation or Inflation?
March 31st, 2009 · No Comments · Bonds, Debt, Economics, Federal Reserve, Financial, Global Economy, Interest rates, Policy, Treasury, Wall Street, deflation, inflation
This is an introduction to following posts on current government policies and their effects on future outlook for inflation versus deflation. "Why should I care?" would be an understandable response to this topic. Inflation/deflation seems pretty far removed from concerns about economic and/or financial collapse. In truth, though, they are very central to the policies [...]
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