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 By Prieur du Plessis, on April 26th, 2011 posted in: Inflation, US  2 people had their say - chime in!
The ISM PMIs for March indicate continued upward price pressures in the US economy. My GDP-weighted PMI (manufacturing and non-manufacturing combined) seems to indicate that the CPI inflation rate is heading for 4% in the coming months. Read on … [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12) China’s CPI is Up… But Not for Long (Wall Street Daily, 4/9/12)
Weighing in on whether the bullish market is too much of a good thing, with Robert Shiller, Yale economics professor and Jeremy Siegel, Wharton finance professor. [...] By Prieur du Plessis, on April 26th, 2011 posted in: Commodities, Investment 2 people had their say - chime in!
Jeremy Grantham has become a familiar and very popular face on this site. For those treasuring his insight, wisdom and prescient calls, the co-founder and chairman of Boston-based GMO has just published the 1Q 2011 edition of his newsletter. As the title above implies, his report discusses the effects of our dwindling natural resources on the prices of commodities in the context of a rising world population. [...] More on this topic (What's this?) If You Don’t Read This By Sunday You’ll be in BIG Trouble Monday (Value Investing, 5/9/12) Jeremy Grantham: Investment Outlook (April 2011) (GreenLightAdvisor Views, 4/25/11) Days of Abundant Resources and Falling Prices Are Over Forever (Wall Street Sector Selector, 4/30/11)  By Prieur du Plessis, on April 26th, 2011 posted in: Investment, Markets, Money 2 people had their say - chime in!
n this three-part interview, Marc Faber, editor of the “The Gloom Boom & Doom Report”, offers his views on how to tackle the U.S. budget deficit, as well as how that is affecting his U.S. investment strategy. He also discusses the outlook for the U.S. dollar and how that will impact the price of gold and silver. [...] More on this topic (What's this?) 5 Most Popular Gold Coins (Learn Mining News, 3/8/12) Calling Another Bottom in the Precious Metals Sector (Gold Versus Paper, 3/24/12) Marc Faber Economy Is in a worse position today than in 2008 and 2009? (Value Investing, 4/11/12)
As commodity prices scale new peaks, some pundits are questioning whether the nascent bull is nearing a cyclical peak. Not yet, argues BCA Research in a recent research note. [...] More on this topic (What's this?) Most Investors Don't Know This Oil Secret... (Wealth Daily, 5/19/12) Understanding the Fracking Process (Investment U, 4/19/12) The Death of the Dollar (Learn Mining News, 4/26/12)
In this interview, Bill Fleckenstein of Fleckenstein Capital argues there is no such thing as good inflation and the Fed and government are out of control. [...] |
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