Deflation Still The Trend

When everyone thinks the same way, everyone is likely to be wrong.         The Art of Contrary Thinking – Humphrey Neill
Everyone thinks that we are going into hyper-inflation.  I have argued that deflation is more of a problem than anything else.  Debt is a deflation problem, not an inflation problem.
Unfortunately, time is the only thing that cures [...]

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Quick Update

I typically post in the morning and write about the prior day’s market action in addition to the morning economic news.  I am writing this Tuesday night because I am speaking at a conference in Fort Worth Wednesday morning, which will fill most of my morning.
 
So, Wednesday we will get another look at inflation numbers [...]

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Inflation is not the Problem – Experts think that is a good thing?

As I was driving into work this morning, I was listening to the latest economic reports on CNBC (financial news television via satellite).  The latest report on producer prices showed the greatest year over year decline since 1950.  One announcer proclaimed that this was good news, that inflation is not a problem.  Well, that is good news that inflation is [...]

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Gold might not be as Great as you Think

Bob 
I appreciate your helpfulness & knowledge. I find it puzzling that you don’t put more emphasis on hard assets in this environment. Check out the Tocqueville funds 4 portfolios from Jan first & compare! Also, gold has been a winner each year for the last 8 to 9 years & was the only asset class [...]

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