Why Deflation Will Persist for Longer Than You Think [View article]
There won't be commodity price increases. It will just get to the point where resource companies end up shedding stakes to Chinese SWFs and the like, and the lack of investment in new oil wells will just mean faster moves to alternative energy.
The U.S. Economic Stability Plan: Glimmers of Hope Fading [View article]
I think people are missing the point with Obama. He wants to end globalization as we know it, end dollar hegemony, end the petrodollar, and take the path of technology as the way out and forward.
U.S. Debt Default, Dollar Collapse Altogether Likely [View article]
I don't think so. I think the most likely scenario is high public spending, deflation, transition to multiple reserve currencies, leading to lower growth rates, more stability, global regulation, and finally after several years technological breakthroughs that return growth rates without the credit expansion.
Massive Opportunity to Short the Dollar [View article]
Short dollar? 4 years of public spending and nationalised banks and a transformation of the USA into a Scandinavian style socialist state is my middle of the road prognosis. The alternatives are crushing deflation or hyperinflation. My advice would be to just leave the country and/or forget the dollar.
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Latest | Highest ratedBIC: Investing Away from America [View article]
Why Deflation Will Persist for Longer Than You Think [View article]
The U.S. Economic Stability Plan: Glimmers of Hope Fading [View article]
U.S. Debt Default, Dollar Collapse Altogether Likely [View article]
Massive Opportunity to Short the Dollar [View article]