What phase are we in today? We are in the middle to late stages of Phase IV and Phase V — monetary reform to inflate away mountains of debt — is right around the corner! Words: 1864
Read More »Massive Debt = Dollar Collapse = High Inflation = Likely Depression (+4K Views)
The value of a currency is determined by a number of variables. In this article, I will focus on the dynamics of demand, supply, current account deficits, and aggregate government debt.
Read More »Rapid Rise In Interest Rates Will Collapse U.S. Financial System – Here’s Why (+9K Views)
There is one vitally important number that everyone needs to be watching right now, and it doesn't have anything to do with unemployment, inflation or housing. If this number gets too high, it will collapse the entire U.S. financial system. The number that I am talking about is the yield on 10 year U.S. Treasuries. Here's why. Words: 1161; Charts: 2
Read More »Gibson’s Paradox and the Price of Gold (+3K Views)
One of the most controversial topics in investing is the price of gold with many goldbugs saying that gold will soon break $2,000, then $5,000 and then $10,000 a troy ounce but, frankly, how can anyone reasonably calculate what the price of gold should be when they don't understand the factors that drive gold? So let me explain.
Read More »The Data Says This Bull Market Still Has Legs
Over the next 12-18 months we expect the US market to outperform the rest of the world as we head into the final stages of this economic expansion. This article is a quarterly review our US macro indicators to see if they confirm or reject our primary macro thesis.
Read More »World Swimming Naked In A Tide Of Debt: Major Debt Restructuring Now Inevitable
Almost all governments and commentators have lined up since 2009 to support the money-printing policy but the hard bit happens now as it starts to become obvious that the policy has failed. We now have all the debt, but we don’t have the growth that would enable it to be paid off
Read More »Fixed Income Investors: You Need to Read This! (+2K Views)
Here are four steps we believe you should consider to potentially increase your income in today's low yield environment ... while still helping to protect yourself against higher interest rates down the road.
Read More »Getting Lost in the Investment Maze? Get a New GPS
Getting from point A to point B in the real world can be quite simple. In the investment world, the roadways are constantly shifting. Changes in interest rates, tax policies, unemployment, fiscal initiatives can represent obstacles and navigating these winding paths can require your very own GPS advice. Words: 494
Read More »Coming Currency Debasement Good for Gold
When I look strictly at what’s actually going on in the world, I have to think that gold will go to at least $2,000 in this cycle and there are very credible scenarios in which it could go to a multiple of that number. Why am I so bullish for the yellow metal? Let me tell you why. Words: 469
Read More »It’s All-but-certain the Federal Reserve Will Raise Interest Rates In December – Here’s Why
Given what the charts below show it’s all-but-certain that the Federal Reserve will raise interest rates in December.
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