The Thanksgiving rally was good for everyone and seemed to push into the background the fact that the deficit will take some kind of hit in the next month. No doubt it will be a combination of revenue increases and…Continue Reading →
It is difficult to focus this morning after getting home from last night’s Victory Celebration in Chicago. The markets beckon with streams of Red as apparently the Koch brothers, the CNBC crowd and their followers dump stocks this morning as…Continue Reading →
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 long dollar / short T-Bond trade still looks like the long term trade we outlined some time ago. Short gold still looks good as the long dollar situation will maintain pressure on gold. The short S&P trade is the…Continue Reading →
I don’t know about you, but I know for myself I can see a wide possibility range in terms of the coming election results….all the way between Republicans sweeping everything, the Presidency, the Senate, and the House, to on the…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 →
This is a little like catching raccoons in a Have-a-Heart Trap of which I am an expert in the process of protecting our organic garden. At first the raccoons are very scared and aggressive, then they lay down and hide…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 →
Republican investors have four days before they need to decide whether to bail out of the stock market because of their fear of another 4 years of Obama. Next Wednesday is their last day of hope, the day when Barack…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 →