http://www.investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Food+Prices&orTags=0Search results matching tag 'Food Prices'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://www.investorsinsight.com/media/p/1906.aspxThu, 03 Jul 2008 13:35:23 GMT94e1e1ff-3922-415d-9584-19119299714b:1906JohnMauldin<p>It was only five years ago that the central bankers of the world, and especially the Fed, was worried about deflation. Ben Bernanke was introduced to the world at large with his famous helicopter speech about how the Fed could deal with a deflationary environment. Who would have thought that what passed as humor to a group of economists would be taken so seriously by the rest of the world? Today the worry on the mind of investors and central bankers is inflation. It is causing havoc with the markets. In this week&#39;s letter, we look at whether we should be worried about inflation, take a mid-year check on the economy, muse on the malaise in the stock market and offer a very contrarian possibility for a positive shock to the world. It should make for a thought-provoking letter....</p> <p>Read by Steve Marvel, 310-226-2897</p>http://www.investorsinsight.com/media/p/1886.aspxFri, 27 Jun 2008 04:07:24 GMT94e1e1ff-3922-415d-9584-19119299714b:1886JohnMauldin<p>This week we were given the data that inflation as measured by the Consumer Price Index (CPI) over the last year was 4.2% and unemployment is now 5.5%. Some call for the Fed to raise rates so that we do not have to experience another lost decade like the &#39;70s and then ultimately see some future Volker forced to raise rates and drive unemployment back to 10%. Others suggest that &quot;core&quot; inflation is what should be paid heed to, and urge caution.</p> <p>This week we look at the cost of what could be a renewed effort to Whip Inflation Now, not just here but in countries worldwide. Will Trichet in Europe raise rates even as the European economy seems to be slowing down? If you think inflation is bad in the US and Europe, take a peek at Asia. And I ask, &quot;What will Ben do?&quot; It should make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>http://www.investorsinsight.com/media/p/1851.aspxThu, 19 Jun 2008 04:03:56 GMT94e1e1ff-3922-415d-9584-19119299714b:1851JohnMauldin<p>Today, we have to look at the unemployment numbers, and the connection between the credit crisis and the rise in oil of about $16 dollars a barrel in just two days! If there is still room, the dollar is certainly being pushed and pulled by central bankers, who are also worried about inflation. And I doubt we will have room to cover what is a very important rise in inflation in Asia. It is all connected....</p> <p>Read by Steve Marvel, 310-226-2897</p>