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- Stagflation Haunts Global Stock Markets, Buoys Gold [view article]
- Spanish Unemployment, Housing and Balance of Payments [view article]
- On Country Selection [view article]
- Time to Change Country Mix in World Market-Cap [view article]
- Spanish Inflation, Retail Sales and Bank Lending [view article]
- When Central Bankers Clash, Stock Markets Can Crash [view article]
- Spanish PPI Continues to Pressure Consumer Prices [view article]
- Busted: 6 Economic Myths [view article]
- Energy Use Per GDP Unit by Country [view article]
- Global Inflation Rates [view article]
- Global Returns: Stocks Down, Bonds Down [view article]
- Global Investment Clues from VC Firms [view article]
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- International Equity Market Snapshot
- German Investor Confidence Falls to Record Low
- More Evidence of German Slowdown: Export Decline
- Stagflation Haunts Global Stock Markets, Buoys Gold
- German Industrial Production Falls - Recession on the Way?
- On Country Selection
- Closer Look At German Retail Sales and Unemployment
- Spanish Unemployment, Housing and Balance of Payments
- Spanish Inflation, Retail Sales and Bank Lending
- Spanish PPI Continues to Pressure Consumer Prices
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Stagflation Haunts Global Stock Markets, Buoys Gold [view article]
Gary, Outstanding article. One reason why the situation now is not same as late stagflation of 70's and early 80's, is because long term interest rates (market controlled) are very low. Never the less, it could change if buyers of US treasuries become scarcer and the longer term interest rates start rising. Agree? ReplyStagflation Haunts Global Stock Markets, Buoys Gold [view article]
Sivere:You're right. Eventually the federal reserve note as we know it must go, because it's a pyramid, a real bubble that must explode some time. And may be that's happening right now.
I thought for a while we might make it through the recent debacle --- and then one more economic bust out a few years out would be the end of the fed note.
But the plan the International Bankers have when the fed note turns to pure trash is to merge some type of new currency with the Euro. Americans will take a brutal beating when that happens, but they'll make it so we won't have any other choice. And they'll also brainwash the people into believing it is their fault.
The Dumborats are always blaming the people for the government's boondoggles. It works.
We do need to dump the Fed, but there's about as much chance for the bankers to give that power up as it is for us to win a first class ticket to heaven in a lottery.
Too bad, though, we once had a great nation that foreign wars, fiat currency, illegal immigration, and socialism have buried. Reply
Stagflation Haunts Global Stock Markets, Buoys Gold [view article]
I have posted such for a year, check out my comments if you wish. But what to do:1) Hedge physically with bullion, 30 days food and water. Your family comes first. Better to have it and not need it then need it and not have it - Ben Franklin
2) Real-estate will become cheaper, good long-term physicall asset hedge and you can rent it out in-between, there are increasing numbers of dislocated people. Think 5 years before it begins rising again if not a tad longer.
3) Gold, yes like it but don't expect to to be 10 trillion dollars an once like some do. More like $1,500 range but besides some bullion coins, don't see much use in having Fort Knox in your house. I also don't see that rising much in the short-term but considering the real financial pain is often felt 3 years after a market crash (March) then it should rise a lot more 2010 and 2011.
4) Investing in small cap, early stage or even start-up companies in alternatives such as biodeisel oil shale and nat gas is great play, but break-even horizen would be extended. Good time to do this would be early next year to see which nimwit gets elected and affects the tax structure the most or least as it will.
5) Conduct endless amounts of research as any good business person does with his or her investments, think common sense as well as charts and spreadsheets. What would people still buy if it came to a Depression? Just deep-recession? Short-term but deep pain of a year? Reply
Stagflation Haunts Global Stock Markets, Buoys Gold [view article]
This report is a true masterpiece of relavant analytic reporting.Use it to build your financial forcasts for US $ values and economic activity in the US and other parts of the world.
Print it out and save it.
Many thanks to the author. Reply
Stagflation Haunts Global Stock Markets, Buoys Gold [view article]
Far too much for my little brain to consume.What is the conclusion? Was there one?
I think we've had crashing markets around the world, stagflation, too much money supply, more stagflation, and high commodity prices.
Israel and Iran hate each other and may make war, and gold is near its all-time high. I think?
But what the hell I am supposed to do about all this?
Anybody, help! Reply
Spanish Unemployment, Housing and Balance of Payments [view article]
Hi Adan,"have you, or can you, apply this type of article (and as your very fine one on italy; haven't read the one on germany yet) to the u.s.?"
Sorry. I'm into a lot of things, but I don't stretch to everything. There are, however, a lot of fine economists out there doing analysis. Many of them differ from one another in their conclusions, of course, but that is where you need to exercise your own judgement.
Good Luck,
Edward Reply
Montreal
On Country Selection [view article]
Most of these other Countries are often a play on resources or cheap labor. I would read Fry's charts right here on seekingalpha before venturing into another market. No matter how simple the economy might be these are still stocks, and Fry's charts could help. ReplyNusbaum
On Country Selection [view article]
fran, exactly right. ReplyOn Country Selection [view article]
Let me pose a basic question:What countries are stable and POSITIVELY affective by the surging oil and food prices? That is, what countries export BOTH energy and food? Well, Russia doesn't exactly export food, but it makes fertilizers and thus benefits from the ag boom. Reply
On Country Selection [view article]
ANVOR--luck, circumstance and momentum should not be equated to....? Reply
On Country Selection [view article]
What the heck did Roger meant by this?: "One thing to remember here is that in the last few years foreign markets have dramatically outperformed US markets which creates the opportunity for confusing genius with a bull market." ReplyOn Country Selection [view article]
I think both China and Russia are good play. But I am worry we are facing global recession soon. ReplyOn Country Selection [view article]
What about Russia? Replyspeculator
On Country Selection [view article]
China is down 54% over the last year. China is a great investment right now. It is a fast grower and because of the pull back is also a value play. One thing I am sure about is in 10 years China will out perform the US-many times. ReplySpanish Unemployment, Housing and Balance of Payments [view article]
have you, or can you, apply this type of article (and as your very fine one on italy; haven't read the one on germany yet) to the u.s.?thanks! Reply