Mike Shedlock

Contributor since: 26 Feb 2010

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• Treasury Debate: Gundlach (Bull) vs. Rosenberg (Bear); Price Inflation on Hold; What About Gold?

  Published 04 February 2014 | viewed 0 times

  I happen to like 10-year US treasuries here, and have since rates got near 3%. I believe job growth is way overstated due to double-counting…

• What the Crisis Taught Us: More Bubbles! We Need Bigger Bubbles to Combat Deflation!

  Published 31 January 2014 | viewed 0 times

  The Monetarists are out in full force warning about pending deflation. First it was Christine Lagarde with her message about the deflation ogre (see Christine…

• Credit Equals Gold No.1

  Published 28 January 2014 | viewed 0 times

  Interesting details have emerged regarding the Chinese trust fund that was on the verge of default a few days ago. In fitting irony, the name…

• Deflation Will Return: Europe First, Then US; Global Supply Arbitrage

  Published 27 January 2014 | viewed 0 times

  In an email update last week, Saxo Bank chief economist Steen Jakobsen commented "Europe has a more than 50:50 chance of deflation, while the US…

• Christine Lagarde Warns of Lord Voldemort, Hopes to Put Deflation Ogre in a Bottle

  Published 16 January 2014 | viewed 0 times

  Christine Lagarde Warns of Lord Voldemort, Hopes to Put Deflation Ogre in a Bottle Please consider Christine Lagarde warns of growing threat of deflation. "With…

• Gold Manipulation: Is it Illegal? Risk Free? What About JP Morgan?

  Published 13 January 2014 | viewed 0 times

  In the wake of the Gold Flash Crash six days ago in which prices suddenly plunged then recovered, numerous people have been wondering "who is…

• Money as Communication: A Purposely "Non-Educational" Fallacious Video by the Atlanta Fed

  Published 10 January 2014 | viewed 0 times

  The "macroblog" by the Atlanta Fed is promoting the concept of Money as Communication. Let's take a look. A textbook description of money is usually…

• Monetary Tectonics: 50 Slides Illustrate Tug of War Between Inflation and Deflation

  Published 09 January 2014 | viewed 0 times

  Mark J. Valek, CAIA, Partner & Fund Manager, at Incrementum AG sent a nice email earlier today regarding the inflation-deflation debate. Mark writes .... Financial…

• Saxo Bank Outrageous Predictions for 2014 Steen Jakobsen

  Published 06 January 2014 | viewed 0 times

  Saxo Bank's Outrageous Predictions for 2014 came out last month, but given that Steen Jakobsen, Chief Economist for Saxo Bank will be speaking at Wine…

• Reflections on 2013; What's Important, What's Not? What's Ahead?

  Published 03 January 2014 | viewed 0 times

  According to Yahoo!News the top story of the year was the Jodi Arias trial. I confess. I never heard of her. Had to look it…

• Fear the Octopus: Judge Says NSA Phone Surveillance Is Legal; Case Likely Headed to Supreme Court

  Published 27 December 2013 | viewed 0 times

  December 16 Ruling vs. Ruling Today On December 16, in a rare victory for constitutional freedoms, U.S. District Court Judge Richard Leon, ruled NSA phone…

• Economic Illiterate Proposal: 'Inflation Creates Jobs'; Inflation Economics 101

  Published 24 December 2013 | viewed 0 times

  Those looking economically illiterate proposals can have a field day reading Ezra Klein's "Wonkblog" on the Washington Post. In Full Employment Gives People Jobs Klein…

• Obamacare Support at Record Low 35%; Obamacare Named "Lie of the Year"; Bait and Switch; Obamacare Roundup; Meltdown Coming?

  Published 23 December 2013 | viewed 0 times

  It's been a while since I commented on Obamacare. Given news comes out every day, nearly all of it negative, I have shown restraint. Tonight,…

• Expect Higher Mortgage Loan Rates in 2014; New 'QM' Rules May Mean Less Lending

  Published 21 December 2013 | viewed 0 times

  In regards to Average 30-Year Mortgage Rate Hits 4.47% (Not Counting Fees); Affordability Check Michael Becker at WCS Funding Group just pinged me with his…

• Laughable Eurozone Banking 'Non-Union'; Expect Disorderly Breakup

  Published 17 December 2013 | viewed 0 times

  On December 12 the Financial Times reported EU reaches landmark deal on failed banks with a "common rule book for handling failed banks". Gunnar Hökmark,…

• Rich Don't Pay Most of the Taxes (They Pay All of Them); Reflections on the 'Almost Rich'

  Published 11 December 2013 | viewed 0 times

  Counting transfer payments such as foods stamps, Medicaid, Medicare, and other government welfare, Congressional Budget Office (CBO) analysis shows the top 40% pay 106% of…

• High-Powered Idiocy from Academic Wonderland; Three Reasons Banks Not Lending; Blinder is Blind

  Published 11 December 2013 | viewed 0 times

  Alan Blinder, a professor of economics and public affairs at Princeton University and former vice chairman of the Federal Reserve, is back at it. In…

• Enormous Discrepancy Between Jobs and Employment Continues

  Published 06 December 2013 | viewed 0 times

  Now that employment distortions related to the government shutdown in October are behind us, let's take a detailed look at the recent and growing discrepancy…

• Wine Country Conference May 1st and 2nd, 2014; Nothing Like It!

  Published 06 December 2013 | viewed 0 times

  I am pleased to announce the second annual Wine County Conference, to be held May 1st & 2nd, 2014. We have an exciting lineup of…

• Two Choices to Deal With 'Collective Theft'

  Published 05 December 2013 | viewed 0 times

  Public union sap is once again oozing from the mouths of economic illiterates and union supporters who just don't understand reality. Today's sap is brought…