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Marc Faber, author of the Gloom Boom & Doom Report, says the annual cost of living increases in the U.S. are more than 5% today and the Bureau of Labor statistics and Ben Bernanke are continuously lying about the inflation rate. “Inflation is much higher than what they publish.” [...] More on this topic (What's this?) Inflation Rate (Learn Mining News, 2/22/11) Why Inflation Rate is Going to Explode (Learn Mining News, 2/20/11) Inflation in (Mostly) the Wrong Places (Wealth Daily, 2/15/11) 
“Global imbalances have been falling. But does this reflect the ongoing impact of the Great Recession, or is it part of a deeper trend? While cyclical factors are apparent, we believe that fundamental drivers are playing a more important part in the global rebalancing story,” said Alan Taylor and Manoj Pradha of Morgan Stanley in this guest contribution. [...]
Chris Dialynas, managing director at Pimco, on why the unconstrained bond fund he manages is short on bonds. He says Pimco’s view is that inflation and rising interest rates pose a risk. The fund has also taken large positions in Asian currencies in expectation of them rising. [...] More on this topic (What's this?) Inflation Rate (Learn Mining News, 2/22/11) Why Inflation Rate is Going to Explode (Learn Mining News, 2/20/11) Global Bond Market Outlook: Three Ways to Dodge the Looming Bear Market in U.S. Bonds (Money Morning, 2/24/11)
By Cees Bruggemans, Chief Economist of FNB. For the past ninety years for which modern data sets are available, South Africa’s GDP has grown by an average of 3.5% annually through many business cycle ups and downs. Some decades faster, some decades slower, over- and undershooting this average, [...] More on this topic (What's this?) South Africa’s eroding growth potential (Wall Street Sector Selector, 2/20/11) South Africa FTSE/JSE All Share Index: Historical Total Returns Chart (Top Foreign Stocks, 11/27/10) Stiglitz urges South Africa to take action to weaken rand (Wall Street Sector Selector, 1/19/11)
I am down with a nasty bout of flu and will not be posting items today. This is what happens when one cools off in front of an air-conditioner after a run at 33oC (91.4oF). Falling ill in an attempt to get fit! Hopefully the blogging service will be back to normal by tomorrow. [...] |
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By Prieur du Plessis, on February 21st, 2011 posted in: 
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Baltic Dry Index – sell-off overdone?
Faber: “Bubble” exists in safest bonds
Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
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