Just so you know. As long as the world plays along and finances deficits, deficits do increase economic activity and raise the U.S. stock market. This problem has not been addressed in the last 32 years since Reagan enacted supply…Continue Reading →
The early markets have everyone’s attention this morning, lots of excitement on CNBC. For us it will probably be a day to watch, maybe reread what we said in the Inflation/Deflation 9/30/12 post on the Main Site. The risk for…Continue Reading →
With all the info inbedded in the Schilling and Mauldin reports as well as our Inflation/Deflation report on our main site here, it may be well to reread and simplify these Macro concepts into some outline format. I may do…Continue Reading →
Blog Update Last Thursday our webmaster attempted to upgrade our blog to the latest software level and in the process encountered difficulties. As such we had to retrieve our blog posts from the last four years from backup files. The…Continue Reading →
Big Stakes: Inflation or Deflation A betting person would say that the chances of deflation replacing inflation are very low after years of an inflation based Federal Reserve Monetary Policy, in fact the gold market is saying that the probability is…Continue Reading →
The responses in Europe and the U.S. to slow growth/debt/austerity seem to foster a belief that while deflation is a possibility, monetary inflation can triumph and solve the problems. Commentary from many sources on the recent FED actions seems to…Continue Reading →
Since the Fed action we have talked about what the market knows and doesn’t know. Today is a day when the players of “the think it knows group” try to make their case of a stock market in consolidation and are encouraged…Continue Reading →
Assuming that the number is correct, i.e. 47 percent of the people in the US don’t pay taxes, and that a big portion of them are people out of work, people in low paying jobs, and older people on SS,…Continue Reading →
Whatever your market news source, the message since the Fed meeting has been overwhelming, buy everything, don’t fight the Fed, inflation is baked in the cake, markets have to go higher, buy commodities, sell the dollar, and more of the…Continue Reading →
Too bad for Ben. Once again he blinked in the face of a monumental problem. We all know what the problem is, the UNCERTAINTY created by the Republican obstructionist attitudes in Congress. Congress refuses to work out a timetable for a…Continue Reading →