Why A Stock Market Bubble Is Forming Right Now [View article]
"Many people carry around the false mental model that if the quantity of money or liquidity rises and the quantity of goods (including investment goods) remains constant, then prices will rise. This is simply false."
Perhaps prices will not rise immediately. However, changes in liquidity preference cannot overcome the inflationary effects of fiat money debasement in the medium or long term.
Will Japan Create Inflation Or Just Export Deflation? [View article]
Very interesting piece. I began to think today that the mischief in Japan was behind this gold drop. Currencies wars are very dangerous and counter-productive.
Currency Positioning: It Is Not About The Dollar [View article]
You can't break 2 decades of funk with fiat debasement. The Japanese have considerable technological, capital resources. But you can only fiddle with the currency of a first rate economy so long. The Japanese just now are selling gold. What when they begin to sell J bonds?
When The Fed Stops Buying These mREITs Could Be Flying [View article]
I think the ZIRP is a broken model and it will go with BB, let's hope. In the short term I think Regarded is right about the spread increasing as a possible scenario. But since ZIRP is such an unworkable policy it should not last.
In Japan, the BoJ is monetizing sovereign debt. Japanese savers have been enduring a "repression" of their savings. The current attempts at forcing inflation will not produce benign inflation and growth, but some kind of serious event like the Asian financial crisis in 1998.
The Good News, The Bad News And What's Very Ugly [View article]
Median income is down 5% since 2009. This is one fakeorama recovery.
American Capital Agency Corp. Reports A Nightmare Quarter [View article]
Why A Stock Market Bubble Is Forming Right Now [View article]
Perhaps prices will not rise immediately. However, changes in liquidity preference cannot overcome the inflationary effects of fiat money debasement in the medium or long term.
Will Japan Create Inflation Or Just Export Deflation? [View article]
Currency Positioning: It Is Not About The Dollar [View article]
Currency Positioning: It Is Not About The Dollar [View article]
5 Stocks And The Date You Need To Know For North Korea Market Risk [View article]
3 Near-Term Catalysts Consider When It Comes To This High-Yielding Oil And Gas Play [View article]
When The Fed Stops Buying These mREITs Could Be Flying [View article]
In Japan, the BoJ is monetizing sovereign debt. Japanese savers have been enduring a "repression" of their savings. The current attempts at forcing inflation will not produce benign inflation and growth, but some kind of serious event like the Asian financial crisis in 1998.
Annaly's Continuing Metamorphosis [View article]
Annaly's Continuing Metamorphosis [View article]
Annaly Capital's 2013: So Far, So Good [View article]
Why REIT Returns Have Been Systematically Better Than Non-REITs [View article]
Why REIT Returns Have Been Systematically Better Than Non-REITs [View article]
Market Rally: Why You Should Be Worried [View article]