johnbee

ETF Trends: U.S. Dollar Attracts Flight to Safety Capital

Money has to go somewhere. Banks deposits are only guaranteed to very small amounts. US $ Treasuries are a safe haven only until interest rates rise or inflation creeps in as they surely will. Equities can be a hedge against inflation and currency depreciation but only if you cherry pick.
The rise in equity prices has little to do with reality. If some earnings are up its because of low interest rates, sacking of staff, temporary withdrawal of advertising, low inventory charges etc.
Funny that the lucky ones this last few months have been the gamblers and the uninformed unless you have been a banker in the Fed elite. It should have been obvious with hindsight that they had to be the first to be saved or we were all done for, but thats not a slam dunk just yet, and most equities have long uphill climb to go.

What's Next, Inflation or Deflation?

I live in Europe and some prices are up here too but overall expenditure is down a lot (20%+) on food and gas and vacations etc. So it looks as if those price rises are companies chancing their luck trying to keep margins intact. Lets hope they go bust.


On Jul 09 02:12 PM bindlepete wrote:

> Hey, get real - the deflation cry is propaganda and based on a shallow
> segment of human requirements if they are requirements at all. Yes,
> new housing is down, but any significant change in the rest of consumer
> expenditures?
>
> Medical is up, food is up unless you buy the lies and distortions
> of substituting hamburger for sirloin, education is up, books are
> up, credit is up, entertainment is up, and as more and more retailers
> go broke and the competition is reduced the rises in prices will
> steepen.
>
> Will the Fed have the gut to claw back tghe flood of new money it
> created? Not in my dreams as the economy will continue to descend
> with job losses and if we are lucky flatten out at a new level of
> long term no growth, as currently measured, somewhere out in 2112.
>
>
> The Fed/Bernanke and Summers live in a dream world of a return to
> the " prosperity " of 2003-2006 without any manufacturing/exports
> that the remainder of the world markets want or can afford.
>
> Forget it and choose a new metric of growth if you think you need
> one.

Commodities, Cap and Trade and Natural Gas

Americans contribute 5 times or more pollution to the world per person than the emerging economies. The US can hardly expect others to pull back their fossil fuel energy output until the US cuts their own drastically and the only way to do that is with non fossil fuels, and that excludes natural gas. It may well be more expensive to produce wind and solar energy but in 20 years time the US would have little need to import fuel or to protect its supplies with expensive armies.
How about a little forethought for the grandchildren and less greed about wanting everything now.

Agro Commodities: A Star Future Performer

well a ten year old could tell you that as wealthier growing populations expand there will be more demand for food in the long term if growing acreage is in short supply. There are a million things you can say that about. Its the short term we all want to know about and all MsBharti says is that prices may go down before they go up!

Global Food Index: Food and Ag Outlook

A recent Economist Intelligence article was not bullish for the ag sector, as most stocks are plentiful, but they did not take into account buying ag as a hedge against currency devaluation.

Thursday Outlook: Commodities, Global Markets

Its all about Government market manipulation hand in hand with the banks. So Banks should win but watch out if they don't.

Tuesday Outlook: Commodities, Global Markets

My experience of charts is that there is a certain amount of self fulfilment in them. Right now they all look to me ready for more downside across the board, but are very useful nonetheless.