tomatden

The Government's Massive Cover Up of the Economic Crisis

Here's Moyer's interview with Black

www.pbs.org/moyers/jou...

USO: Death by a Thousand Contangos

Thanks for the info Milan. Is there another ETF or equity you would suggest for someone wanting to go long on crude?

Fiat Money and a Profligate Congress: A Bad Combination

I truly believe many of this nations problems can be solved with two words... term limits. If career politicians become extinct, I think our "tax and spend" dems and "borrow and spend" gop will also vanish. People will serve for a few years then go back to being doctors, lawyers, and engineers. The primary incentive will be to do what's best for the country, not what's best to get re-elected.

The Deflation Debate: Why This Time Is Different

I'd say it probably is true. How much longer can the dollar continue to strengthen? The longer-term supply/demand fundamentals are not good. Once the current dollar trend reverses in earnest, a wave of dollars will return to the US, chasing a shrinking amount of goods and services being produced by the shrinking US economy. Commodities could start to soar and gold could dramatically increase it's role as "real money" and also soar. Great article!

Provident Energy Trust: Income for Today and Tomorrow

Now is also a good time to buy because of the relatively strong USD. The long-term supply/demand fundamentals for the USD are not too hot, so a future weakening dollar will boost the future dividend for those of us in the US.

Can the Fed Really Just Print Money?

The Fed can create dollars, but cannot do too much about the velocity of the newly created dollars, which is the necessary component for inflation to take hold. But what about fiscal policy (borrow and spend) of the US govt? Take a govt sponsored infrastructure project for example. This type of project would create jobs and would temporarily increase velocity. This false signal to the economy could set the credit bubble back to "reflate."

Not Your Grandfather's Great Depression

Thank you kind sir! Fascinating stuff!
I found that text on amazon for $1.85

Have you seen this?
video.google.com/video...

It's 47 min long, so it takes a bit to get started. It was very interesting to me, might be like reciting the alphabet to you, but check it out.

Not Your Grandfather's Great Depression

Hey Derryl
I'm finding your comments about the role money and debt play in our current situation very interesting. Can you recommend any specific books that further discuss the problems you've been discussing and possible solutions?
Thanks!
[e-mail]

The Credit Crunch Is the Solution, Not the Problem

Your analysis of the problem and the current, natural market forces at work make perfect sense, but your investment recommendations do not. Governments throughout the world are doing just about EVERYTHING they can to reverse the natural and much needed credit contraction. Most people represented by these governments agree that it must be done, so I'm betting they will succeed. I will take the other side of your long dollar, short commodity trades.

Five Energy Companies That Spell Opportunity

Stronger dollar = lower energy prices
Has the US Govt done anything recently that strengthens the dollar? Hmmm....

Five Energy Companies That Spell Opportunity

Stronger dollar = lower energy prices
Has the US Govt done anything recently that strengthens the dollar? Hmmm....

The Next Bubble

Are you certain the "commodity bubble" is in the same category as the dot-com bubble and the real estate bubble? Many feel that we are in the midst of a secular bull market in commodities, and are just taking a breather. Also, a stronger dollar, if the trend lasts, will increase imports and benefit Asian economies. The US consumer will also benefit for a little while, much like getting a stimulus package from the government. It will likely be temporary. I'm staying away from US equities.

$300/Barrel Oil Is Coming - Barron's Interview

Croc - yes, high prices are cured by high prices, but will these new behaviors continue as prices fall? Aren't low prices also cured by low prices? I think any long term elastic impact would take a lot longer to manifest than 6 months. I would argue the recent drop in oil has more to do with the strengthening of the USD than demand destruction in the US. The govt should raise taxes on gasoline to keep demand low and spur alternative source development.

Nicola - Exactly! Thanks for clarifying.
Population growth is another factor the article did not mention. At current rates, the world pop.is growing by 1 billion people every 13 years. That is obviously bullish for oil and commodities in general. This recent dollar rise/commodity drop is a "golden" buying opportunity! Too bad I have no cash!

$300/Barrel Oil Is Coming - Barron's Interview

One important factor determining the price oil was not discussed - the value of the USD. Could be worth 50% of today's value by 2015.