Dan Lewis James

Gold: The Only Remaining Bubble?

Apologies if a comment has already addressed this but lets define inflation.

Economists generally agree that high rates of inflation and hyperinflation are caused by an excessive growth of the money supply.

If China and other creditor nations no longer believe in the US service economy, the money supply in the US economy is going to grow so fast (as the dollar debt comes home to roost) that hyperinflation is the only path. Don't throw the China can't live without the US argument cause it's completely false, China is currently burdened by the US consumer debt.

Gold is the only alternative and the only thing that is left when fiat currencies get undermined by politics.

The Market Hates Mosaic: Phosphates Not Up to Snuff

@JasonC

The fundamentals of commodities are still there and the supply conditions will be even worse now that new investment has all but disappeared.

Tell me the next time someone finds a new, large oil reserve that will cost sub $50 a barrel to extract.

China’s $585 Billion Renovation

Good article.

Another interesting question in China - as the Chinese Government owns certain companies in certain sectors, is it better to invest in these. I'm thinking China mobile rather than China Unicom etc. My thinking is that these companies will be preferred beneficiaries of any infrastructure development first.

It's a Great Time to Be a Value Investor

I like Griffin's comment. I thought these comment boards were full of generally wise individuals but it seems as though they a populated with those that bicker on the Google Finance boards.

Why are so many investors short term, always trying to make money quickly rather than buying a company with fundamentals unaltered and then sitting back. The most successful investors I can think of have always done this.

China has over 1.3billion people, most of which now leaving farming and becoming consumers. In the 5-10 year time frame those fundamentals will override the current crisis.

Will Apple's Q1 2009 Revenue Estimates Be a Blowout?

I am a big Apple fan, I own an iMac, Mac Book Pro, iPhone and iPod so know the feelings Apple can conjure up in sane folk. I also happen to work as a designer and therefore have first hand experience of Apple fan boys, I fear this article has a hint of Apple fan boy about it. I hope Apple do well but will they really in such a difficult US and European consumer climate, maybe in Jan but what about beyond?

I prefer the fundamentals in commodities, but then maybe I'm just a Jim Rogers fan boy.

The Winners Will Be Those Who Look to Gold and Commodities

I have been following this train of thought for a while now and believe it to be correct. I own physical Gold ETF's and have exposure to agriculture.

As a question though, does anyone have an idea what time frame we may be looking at for inflation from the bailout's to filter into the economy? Any ideas would be good.