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CategoryMonthly Archive
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October 10, 2010U.S. Stock Market, Precious Metals and Fed Watch: October 10, 2010; Pre-U.S. Midterm Election LetterWednesday, October 6, 2010's Wall Street Journal's front page headline read: "Central Banks Open Spigot.... Japan launches Bond Buying, Fed Officials Urge More Easing." Continue reading » U.S. Stock Market, Precious Metals and Fed Watch: October 10, 2010; Pre-U.S. Midterm Election Letter | Permalink | Comments (0) | July 21, 2009Protect Your Investment Portfolio from Inflation and Rising Interest Rates (and Ben Bernanke)Readers of my blog may know that I anticipate rising price levels and higher interest rates in 2010 and beyond. Bear in mind that it takes time, sometimes years, for a strong inflation to embed itself in the economy. I want to talk about ways to protect your portfolio from rising prices and interest rates, but first a bit of history: Continue reading » Protect Your Investment Portfolio from Inflation and Rising Interest Rates (and Ben Bernanke) | Permalink | Comments (0) | June 2, 2009Inflation Hedge Strategies and Thoughts for 2010 and BeyondIt is widely known that government authorities across the globe are attempting to pump prime their nations' depression-racked economies by printing vast sums of paper money. Some nations, including the United States, are running trillion dollar deficits and will go deeper into debt in future years in order to finance an expansion that may not materialize as planned. Continue reading » Inflation Hedge Strategies and Thoughts for 2010 and Beyond | Permalink | Comments (0) | January 13, 2009Why Our Economy Will Not Prosper Until We Have Hard Money and How You Can Profit From ItWhat is meant by the terms "real money" or "hard money"? I associate hard money with a gold-backed currency or a consistently well managed paper money standard, both of which can protect the financial system from the many dangers of a fiat, poorly managed paper standard. We know that the main danger of a paper standard is that if too much money is printed, it becomes worth less as the value of the money is inflated away through excess supply. Continue reading » Why Our Economy Will Not Prosper Until We Have Hard Money and How You Can Profit From It | Permalink | Comments (0) | April 1, 2008Strategies for the Coming Inflation of 2009-2010The inflation that I believe may throttle though our economy in the late 2008-2010 period may not be the first inflationary economy many of us have ever seen. There is widespread commentary these days about the similarities between the stagflation/inflation that transpired in the 1970's, and what may be starting to happen in that manner in 2008 and going forward. Continue reading » Strategies for the Coming Inflation of 2009-2010 | Permalink | Comments (0) | February 29, 2008Stock Prices and the End of DisinflationThe disinflation we have experienced in our economy from 1982-2007 (until what I call the silent inflation of the last couple years turned into a more evident broader inflation in recent months) has been in my opinion one of the major underpinnings of the long term bull market in equities during much of the former period. This time was punctuated by the 1987 crash and the 2000-2003 post bubble era bear market. Continue reading » Stock Prices and the End of Disinflation | Permalink | Comments (0) |  |
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