• 895 days Will The ECB Continue To Hike Rates?
  • 895 days Forbes: Aramco Remains Largest Company In The Middle East
  • 897 days Caltech Scientists Succesfully Beam Back Solar Power From Space
  • 1,297 days Could Crypto Overtake Traditional Investment?
  • 1,302 days Americans Still Quitting Jobs At Record Pace
  • 1,304 days FinTech Startups Tapping VC Money for ‘Immigrant Banking’
  • 1,307 days Is The Dollar Too Strong?
  • 1,307 days Big Tech Disappoints Investors on Earnings Calls
  • 1,308 days Fear And Celebration On Twitter as Musk Takes The Reins
  • 1,310 days China Is Quietly Trying To Distance Itself From Russia
  • 1,310 days Tech and Internet Giants’ Earnings In Focus After Netflix’s Stinker
  • 1,314 days Crypto Investors Won Big In 2021
  • 1,314 days The ‘Metaverse’ Economy Could be Worth $13 Trillion By 2030
  • 1,315 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 1,317 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
  • 1,318 days US Banks Shrug off Nearly $15 Billion In Russian Write-Offs
  • 1,321 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
  • 1,322 days Is Musk A Bastion Of Free Speech Or Will His Absolutist Stance Backfire?
  • 1,322 days Two ETFs That Could Hedge Against Extreme Market Volatility
  • 1,324 days Are NFTs About To Take Over Gaming?

Markets

Alt Text

Big Inflation Coming

Jan 23, 2009 at 00:00

In light of these universal falling prices, how could we not be entering a sustained deflationary period? The case may seem airtight, but I'd like to offer a contrarian view…

Alt Text

Gold - Volatility 2009

Jan 23, 2009 at 00:00

After current market indecision has given away to acceptance of an inflationary future, expect to hear the popping sound of the bond market bubble bursting and currency market volatility reaching…

Alt Text

Gold: Relative Performance v. Currencies

Jan 23, 2009 at 00:00

The fundamentals for gold are easiest explained by the competing forces of inflation and deflation. The ultra easy monetary policies of central bankers are today's seeds that are sowing tomorrow's…

Alt Text

Silver and the Chinese

Jan 23, 2009 at 00:00

Bloomberg put out some interesting news regarding the silver market stating that refined silver output in China has peaked and it could stop growing because less will be produced as…

Alt Text

Brazil: 100 is the New 75

Jan 22, 2009 at 00:00

In a surprise to the majority of forecasters, Brazil's central bank lowered its benchmark rate by a larger-than-expected 100bps on Wednesday after an official vote of 5-3 (the three voted…

Alt Text

Sterling's Damage and Geithner's Dollar Policy

Jan 22, 2009 at 00:00

As French and German officials begin to express concern with the impact of the pound's rapid fall on their already sluggish economies, more swings are expected in the British currency,…

Alt Text

It Is Time To Get Angry...

Jan 22, 2009 at 00:00

This week's letter will focus on banks and related financial matters. Of course, this brings us squarely back to the creation of TARP. In addition to focusing on financials, I…

Alt Text

Golden Sanity Amid Fits of Fiscal Madness

Jan 22, 2009 at 00:00

And as the bust continues, gold always becomes MORE valuable as everything else turns to crap and the government starts destroying everything with fits of fiscal madness in its insatiable…

Alt Text

What's Next? Another Leg Down, or a Rally?

Jan 22, 2009 at 00:00

... tracking the action of an index such as the S&P or the NASDAQ is an observation of broad-market action because you are looking at the composite action of all…

Alt Text

JP Morgan, When I Say Insolvent, I Really Mean Insolvent

Jan 22, 2009 at 00:00

I have said it before, and I'll say it again - JP Morgan is insolvent! Anybody from JPM who wants to correct can simply email me via the contact form…