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It's The Best of Times The Elements of Deflation It's More Than Half Full Argentina, Brazil, and Uruguay What's a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation...
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Thoughts From The Frontline
by
John Mauldin
on
10-23-2009
Filed under:
Filed under: Employment, Inflation, Consumer Spending, Debt, Credit Crisis, Housing Crisis, Deflation, Jump Point, Bill Bonner, Tom Hayes, Daily Reckoning
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Killing the Goose What Were We Thinking? Let's Play Turn It Around Detroit, the Red Sox and the Yankees, and Traveling Too Much Peggy Noonan, maybe the most gifted essayist of our time, wrote a few weeks ago about the vague concern that many of us have that the monster looming up ahead of us has...
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Elements of Deflation, Part 2 The Velocity Factor Y=MV Sir, I Have Not Yet Begun to Print There Are No Good Choices Washington DC, San Diego, and New Orleans, etc. Just as water is formed by the basic elements hydrogen and oxygen, deflation has its own fundamental components. Last week we started exploring...
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This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment...
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www.profitscore.com An Update on Our Performance The Great Inflation/Deflation Debate Is Inflation Causing a Rippling Effect? Getting Real on Inflation... Paper Money Siren Song Fiat Money Time-bomb? Portfolio Performance Analysis The Idaho Back Country Over the next 20 years, you are going to see significant...
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There are those who sweat over every decision, worrying about how it will affect their lives and investments. Then there is the school of thought that we should focus on the big decisions. I am of the latter school. 85% of investment returns are a result of asset class allocations and only 15% come from...
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.........But First, A Word From Our Sponsor.......... Now in Print: What You Need to Know About America's Economic Crisis On election night, Amazon.com's top-selling book wasn't about Obama or even McCain. Instead, it was a book about the four American deficits that threaten to steal your...
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Daily Pfennig
by
Chuck Butler
on
05-18-2009
Filed under:
Filed under: Currencies, Inflation, Deflation, Commodities, China, Gold, European Central Bank, Consumer Price Index, Stocks, Industrial Production, India
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There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst...
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John Mauldin's Outside the Box
by
John Mauldin
on
04-20-2009
Filed under:
Filed under: Inflation, Deflation, Japan, Dr. Lacy Hunt, Van Hoisington, GDP, Bonds, Economic Theory, Hoisington Management, Government Debt, M2
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What happens when inflation once again returns. As this week's Outside the Box writer, James Montier, writes, we may want to start thinking now about inflation insurance and he mentions a few ways to do so. But this letter is a must read for his bringing to light a speech by Fed chairman Ben Bernanke...
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John Mauldin's Outside the Box
by
John Mauldin
on
03-24-2009
Filed under:
Filed under: Inflation, Deflation, Japan, GDP, James Montier, Gold, Insurance, Great Depression, Inflation Swaps, Societe Generale, Sovereign CDS, Dividend Swaps, TIPS, Ben Bernanke
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Richard Schwartz 's PRINCIPLES OF THE STOCK MARKET A learning, teaching, always evolving stock market letter and advisory service Eighteenth Consecutive Year of Publication ; Letter #1; September 18 th , 1990 Post Office Box 1236 · New Paltz, New York 12561 - U.S. A. · (845) 255-6894...
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Principles of the Stock Market
by
Richard Schwartz
on
12-22-2008
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Trading, Technical View, Investing Strategies, Hedging, Hedge, Inflation, US Economy, Charting, Personal Remarks, Bullish Signs, Keys to the Market, Economic Data, The Principle of Primary Trend, Global Investing, Update On The Stock Market, Weekly Letter, Macroeconomics, Economy Weekly, Portfolio Strategy, Historical Perspectve, Perspective, Federal Reserve, Extended Bear Markets, Crashes, Market Corrections, Mama Bears, The Principle of History, Papa Bears, Government Intervention, The Big Picture, Global Trend, The Principle of Technical Analysis, Deflation, Emerging Markets, Recession, Rallies, Investment Themes, Stock Market Lessons, The Principle of Proper Money Management, Globalization, Financial Crisis, 1974, 1973, Economic Common Sense, Recessions, Bear Market Legs, Bear Market Rally, History, Flight to Safety, Bear Market Rallies, Global View, Global Economy, Barack Obama, Democracy, Capitalism, Ben Bernanke, Hyperinflation, Big Picture, S&P 500, Credit Crunch, Energy, Credit Crisis, Economic Trends, The Principle of Crowd Psychology, Financial Media, Stock Market Media, Bear Markets, Economics, Mr. Market, Investor Psychology, Chart Patterns, 1932, 1929, Depression, Charts, BlackRock, Financial Discipline, Bullish on America, Job Growth, Foreign Oil Dependency, America, Government, Change, Lifestyle, Big Picture View, CNBC, Longs, US Government, Bob Doll, Real Economy
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Special Issue: When Deflation Comes, Cash Is King When everybody is certain the economy and stocks will move a particular way, usually just the opposite occurs. That's just what happened this summer when de flation suddenly overtook in flation as America's primary economic problem. Mr. Murphy...
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THE BIG PICTURE Today’s Big Picture view revolves around the probable coming re-regulation of the financial markets. History shows regulation of markets is similar to a grandfather’s clock pendulum swinging back and forth although not as regular. A brief look back to the start of the 20 th...
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Principles of the Stock Market
by
Richard Schwartz
on
10-06-2008
Filed under:
Filed under: Principles of the Stock Market, Richard Schwartz, Alan Greenspan, The Age of Turbulence, Investing Strategies, Inflation, US Economy, Socialism, Politics, Economic Data, The Principle of Primary Trend, Global Investing, Macroeconomics, Economy Weekly, Portfolio Strategy, Historical Perspectve, Tops, The Principle of History, Papa Bears, Government Intervention, The Big Picture, Global Trend, Deflation, Investment Themes, Globalization, Financial Crisis, The Principle of Understanding Value, 1974, 1973, Bretton Woods, Economic Common Sense, Manufacturing, Consumer Spending, Service Economy, Industrial Economy, History, Global View, Global Economy, Stock Market, Democracy, Capitalism, Hyperinflation, Credit Crunch, Credit Crisis, Economic Trends, The Principle of Crowd Psychology, Financial Media, Economics, Investor Psychology, 1932, 1929, Financial Discipline, Job Growth, America, Culture, Government, Lifestyle, Living Standards, Big Picture View, Business, Theme, Regulation, Re-regulation
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.........But First, A Word From Our Sponsor.......... The currencies. The free expert insights. The latest global economic information-all in one place. And only in the new Foreign Currency Resource section on EverBank.com . Visit today for a detailed and timely look at over 20 major and emerging currencies...
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Daily Pfennig
by
Chuck Butler
on
07-09-2008
Filed under:
Filed under: Dollar, Oil, Inflation, Deflation, Euro, Ben Bernanke, Interest Rates, Japan, G8, John Mauldin, Iran
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There is a reason I call this column Outside the Box. I try to get material that forces us to think outside our normal comfort zones and challenges our common assumptions. And this week's letter does just that. I have made the comment more than once that is it unusual for two major bubbles to burst...
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The Slow Motion Recession Revisited Inflation, Deflation and Stagflation An Update on Myanmar New York "We appear to be entering a period of serious stagflation with sharply rising expected and actual inflation combined with large downside risks to growth and employment." "I would argue...