Dear Reader, I worry I shall disappoint you today. After all, how can mere words, pecked out awkwardly on a shaky airplane table, adequately communicate all that has occurred this week? As regular readers may guess, the plane I am on is taking me to Las Vegas for our sold-out Crisis & Opportunity...
Posted to
The Room
by
David Galland
on
03-20-2009
Filed under:
Filed under: Credit Crisis, Politics, Gold, China, David Galland, Obama, Goverment Debt, AIG, Protectionism, Tax Policy, Mexico, International Monetary Fund, Cap-and-Trade, Global Quantitative Easing, NAFTA, TALF, TIC Report, TIC Flow, Global Warming
Dear Reader, We’re going to be flying low and fast in this weekly scan of the landscape in the quest for items that are “important,” as opposed to “merely interesting.” At the top of the list of what we would consider important is the increasing likelihood that the wheels are about to come off the global...
Posted to
The Room
by
David Galland
on
02-20-2009
Filed under:
Filed under: Credit Crisis, Politics, Gold, Dollar, China, Casey Research, David Galland, Obama, Afghanistan, Stimulus, Scott Broderick, Deflation
January 23, 2009 Dear Readers, Like a runaway train, the crisis is heading at breakneck speed down the hill and towards the next sharp turn. Though we are reasonably sure about the ultimate destination – an inflationary wreck – we can’t be entirely sure what exactly awaits around the...