Where inflation is higher than interest rates, liquidity will flow In the world of stock, commodities, and real estate investing, it is common knowledge that capital flows to where inflation exceeds the cost of borrowing....
Read MorePlease notice the chart reflecting the trends in the holdings of U.S. treasury debt by Japan, China, and the U.S. This chart tells the story of what is happening to the U.S. dollar and the U.S. economy. You will notice that...
Read Moreby Monty Guild AND Tony Danaher The U.S. hopes to lower the value of the dollar to improve exports Here is how they do it: Please notice the chart reflecting the trends in the holdings of U.S. treasury debt by Japan,...
Read MoreThe U.S. has been sucessful in devaluing its currency. The U.S. dollar is down by 13% in the last months. In our opinion, the U.S. intends to devalue the dollar by at least another 10% in the coming months. Many countries are...
Read MoreOver the last several years, we have pointed out in our commentaries many times that the U.S. dollar is due for long-term decline in price. Please visit our archive of our commentaries to review the reasons that we have held,...
Read MoreLast week, the Merrill Lynch economics team wrote a good paper about liquidity flowing into Asia. Here is a summary of their conclusions: Liquidity will flow into the Asian region raising consumer spending, stock prices...
Read MoreLast week, the Merrill Lynch economics team wrote a good paper about liquidity flowing into Asia. Here is a summary of their conclusions: Liquidity will flow into the Asian region raising consumer spending, stock prices and...
Read Moreby Monty Guild and Tony Danaher THE U.S. STOCK MARKET The U.S. stock market is rallying, and the U.S. dollar is slowly declining in value relative to a basket of other currencies. Although inflation may not occur for...
Read MoreTHE U.S. STOCK MARKET The U.S. stock market is rallying, and the U.S. dollar is slowly declining in value relative to a basket of other currencies. Although inflation may not occur for another six to twelve months, an oncoming...
Read MorePrivately we have been increasingly bearish on the prospects for long-term bonds for many months. We waited until August 27, 2010 to put out our first strong recommendation that readers sell their long-term bonds in the U.S....
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