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December 2009

Recs

6

Puru Saxena: The Debt Bomb

December 21, 2009 – Comments (0)

Puru Saxena is another favorite analyst of mine. And I am posting this one a) because it is a good read, but b) it is a companion piece to russiangambit's excellent thoughts in his new post Deflation is only fair - http://caps.fool.com/Blogs/ViewPost.aspx?bpid=315392.

I completely agree with his thoughts. We are in the midst of a massive recession bordering on a meltdown. Demand is slowing and the natural market forces desire deflation to purge all of the excess leverage and massive mal-investment.

But as long as there is a Federal Reserve, it won't happen.  [more]

Recs

9

Steve Saville: Recognition of the US Inflation Problem

December 16, 2009 – Comments (7)

Another good article by Steve Saville. Here is an excerpt.  [more]

Recs

17

Steve Saville: Dubai, Inflation, and Gold

December 08, 2009 – Comments (5)

I have said this many times in the past, that gold is not only a hedge against inflation, but is a hedge against financial shenanigans and economic instability (loss of confidence). In fact I said the same thing this morning in the comment section of my post: http://caps.fool.com/Blogs/ViewPost.aspx?bpid=307389  [more]

Recs

9

Steve Saville: Inflating Away the Debt? Not Really

December 01, 2009 – Comments (5)

Another good read by Saville. He has said these things before, but they are definitely worth saying again.

I think the outcome will be inflationary. That has been the plan (by the government, Treasury, and Fed) all along. Inflation = monetary inflation. Inflation is *NOT* price inflation. The first is a cause, the second is an effect.  [more]

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