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June 2009



Louis James: Beware of Zombies Wearing Lipstick

June 25, 2009 – Comments (4) | RELATED TICKERS: SHA , UN

I came across this article and read it because of the title :) But it is a fantastic article. It covers many of the sentiments that I have been writing in my binve portfolio regarding economic fundamentals, gold and the US Dollar.   [more]



Steve Saville: The Government Bubble

June 16, 2009 – Comments (5) | RELATED TICKERS: CEF

Another good article by Steve Saville. The thoughts here very much go hand in hand with my last big blog post: Market Thoughts and Analysis: The Gold Blog. Gold/Silver/GSMs (and a little Oil for good measure). Basically, QE is, besides simply buying Treasuries, is buying toxic assets off Finanicals balance sheets. It is the biggest private to public transfer of debt in the history of mankind. It is designed to unlock the credit markets even more, to allow Financials to access all of the new Base Money created the last 2 years (see TMS graphs), as a huge inflationary blitz. Here is an excerpt from my last blog post.  [more]



Zeal: Big Inflation Coming 2

June 09, 2009 – Comments (20) | RELATED TICKERS: CEF , USL

Here is a good article by Adam Hamilton of Zeal regarding inflation (and the "deflation scare" that preceded this current inflationary round). Like many of us have talked about in the past, inflation is not rising prices ("price inflation" is a by-product of true inflation: monetary inflation). The deflation scare was a good setup to allow the Fed to kick the inflation transmission (via QE, the newest inflationary instrument) into a new gear.  [more]




June 06, 2009 – Comments (14)

Nothing informative here, just testing out some CIL templates



Steve Saville: Money Confusion and Inflation/Deflation

June 04, 2009 – Comments (7) | RELATED TICKERS: CEF

Here is another excellent article by Steve Saville. In this post he talks about monetry inflation as measured by the True Money Supply (TMS). For a definition of the TMS, refer to this post: Steve Saville: Market Value, Money and Credit  [more]

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