One of the underlying premises of the investment merits of gold is that “reckless government printing of
money” is debasing paper currencies and this will ultimately lead to runaway inflation. While the theory
sounds reasonable, the problem is that the facts do not back up this inflationary the…
Archive for July, 2010
July 19th, 2010
Gold Enthusiasts – Still Waiting for Inflation
July 13th, 2010
Bond Vigilantes Dispensing Justice to the G20
One of the most important signposts for investors is to look for extremes in consensus thinking. For example,
at the beginning of the year, investor enthusiasm levels were high, markets were betting on a “V shaped”
recovery and worries about the economy’s future were fading fast – at least …
at the beginning of the year, investor enthusiasm levels were high, markets were betting on a “V shaped”
recovery and worries about the economy’s future were fading fast – at least …
July 1st, 2010
Double Dip Recession or Not
Looking back at the start of this year, the markets began the year with good cheer and likely a fair dollop
of complacency. Fast forward to the second quarter, and all of a sudden the PIIGS group of countries, double
dip recession, and stubbornly high unemployment began to gain investor attention. …
of complacency. Fast forward to the second quarter, and all of a sudden the PIIGS group of countries, double
dip recession, and stubbornly high unemployment began to gain investor attention. …
