On September 22, I wrote a lengthy summary of arguments for deflation. 5 weeks later, there’s a lot to add.Nobel prize winning economist Joseph Stiglitz says:Deflation is definitely a threat right now.Alan Greenspan said on September 30th: We are sti…
Posts Tagged ‘David Rosenberg’
What is a Flattening Yield Curve, and What Does It Mean?
October 1st, 2009 |
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If you don’t know what a flattening yield curve means, watch this handy graphic from CNN. Many websites – such as Bloomberg – provide charts showing the current yield curve. CNN provided an overview of flattening yield curves in a 2005 article:The grap…
Saut Confirms Mixed-Flation Theory
September 10th, 2009 |
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I have previously argued that we will have inflation in food, energy and health care prices, and deflation in most other asset classes:You know from experience that when you’re in a national park, movie theater or some other contained place, prices are…
The Case for Deflation
August 29th, 2009 |
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As Absolute Return Partners wrote in its July newsletter:The most important investment decision you will have to make this year and possibly for years to come is whether to structure your portfolio for deflation or inflation.So which is it, inflation o…
FREE Market? Ha Ha, That’s Funny!
July 30th, 2009 |
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This article won’t talk about how Uncle Sam has taken majority ownership in a number of financial giants and car companies. Everyone knows about that.There are a lot of other reasons the market is not free.For example, Two new quotes show that…