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February 2009



My Thoughts on the 'Flations and Gold

February 11, 2009 – Comments (30)

There is a bitter war being fought between those who believe we will see high inflation vs. those who foresee deflation.  Over the last year, the deflationistas have pounded the inflation camp into the dirt and left them begging for mercy.  With demand for all physical goods falling off a cliff (except guns and ammo) and the value of debt plummeting, it is easy (with the benefit of hindsight) to see why asset and commodity prices have plummeted.   [more]



Dangerous to be heavily short right now

February 02, 2009 – Comments (20)

Before I explain why I think shorts should be careful right now, I will confess to being a permabear.  The pundits are talking about an economic recovery late this year or sometime next year.  I think we'll be lucky to see a recovery in 2015.  So yeah, my outlook is dire.  [more]

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