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Markets

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Inflation Pressures Moderating

Dec 01, 2009 at 00:00

The composite indicator that measures the trends in gold, crude oil, and yields on the 10 year Treasury has moderated significantly.

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Have Violin Must Fiddle

Dec 01, 2009 at 00:00

Global gold output has been falling and the dominance of South Africa as the leading gold producer for over 100 years has declined over the last few years. China overtook…

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Inflating Away the Debt? Not Really

Dec 01, 2009 at 00:00

The money that the government creates for itself via the tool known as the central bank will eventually ripple through the economy and find its way into the bank accounts…

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On Allocation

Dec 01, 2009 at 00:00

As of the end of the second quarter of this year, total household allocation to equities as a percentage of total financial assets stood at 23.6%, just a hair above…

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Reckless Myopia

Nov 30, 2009 at 00:00

... clearly, I was wrong about the extent to which Wall Street would respond to the ebb-and-flow in the economic data and drive stocks to the point where they are…

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Agri-Food Thoughts

Nov 30, 2009 at 00:00

Travel is discretionary spending, and U.S. travel no longer involves the economic epicenter of the world. That position has been assumed by China, et al. While China will not replace…

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Dollar Set To Surprise

Nov 30, 2009 at 00:00

The dollar ($) is set to surprise the few remaining speculators that think it can't happen by falling further straight away, possibly taking it down to test all time lows…

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Healthcare Freedom or Healthcare Bureaucracy?

Nov 30, 2009 at 00:00

There will be a day of reckoning when the credit stops and the bills for all this spending come due. When that day comes and politicians and bureaucrats have to…

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Iran's Nuclear Ambitions Highlight Kazakhstan's Uranium Potential

Nov 30, 2009 at 00:00

One bonus of the global recession is that it wiped a lot of incompetent hedge fund managers and energy speculators from the canyons of Wall Street.

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Holiday Shoppers Shun Credit Cards Use Cash; Self-Serving Fed Infomercials

Nov 30, 2009 at 00:00

Ben, you sound like an arsonist taking credit for helping put out a fire, before the fire is even out, after you lit the match and tossed on the gas…