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I am tracking and blogging about my commodities trading account. I began the account with $2K, and my goal is to turn that into $1,000,000. I track every trade in the blog, share reasoning behind each trade and position, and update the positions weekly.
Recent Posts Tagged With 'inflation vs deflation debate'
Why Nouriel Roubini Thinks Commodities Will Correct, and Dollar Will Rally...Eventually
Nouriel Roubini thinks that commodities and equities have gotten ahead of their fundamentals - now pricing in a "V-shaped" recovery, which Roubini thinks is unlikely (I agree).Here's an interview with Roubini conducted by our friend Lara Crigger at H...
Inflaton Isn\'t Here Yet - Here\'s When You Can Expect It
A couple of Sundays ago, I spent the morning reviewing the best inflation and deflation arguments and articles that I'd read since the financial world began falling apart. The inflation perspective that I enjoyed the most was that of Terry Coxon, ed...
Three Sanity Checks at this Key Inflation-Deflation Inflection Point
I think we're at a key inflection point in the financial markets at this juncture. The direction that things head next could decide the winner, at least for the next few years, of the inflation vs. deflation battle.So I spent the morning revisiting ...
The Gold & Interest Rate Paradox - in Haiku Form
Government prints cashGold zooms, along with script. But -Why are rates still low?(Source: St Louis Federal Reserve) ...
Demographics are Screaming "Deflationary Depression!" Here's Why...
This week I caught another fascinating interview on the Financial Sense Newshour - with Harry S. Dent, author of The Great Depression Ahead.OK, so what's so insightful about a guy publishing a next Great Depression in 2009? Well when it comes from t...
Links to Two More (Excellent) Marc Faber Interviews
Here's a good one with Marc Faber and Jim Puplava on the Financial Sense Newshour: http://www.netcastdaily.com/broadcast/fsn2009-0919-3b.mp3The topic is - surprise, surprise - inflation/deflation. Faber used to be a deflationist - his book Tomorrow'...
So Long, Cotton...I'm Just Too Wary of Deflation
I have to admit - I think the Great Deleveraging permanently seared my psyche. I haven't been the same since.It's for the best. Until you live, and invest, through an event like that, I don't think you can appreciate the awesomeness of the destruct...
Marc Faber: "There's Too Much Enthusiasm for Gold Right Now" - Audio Interview
Solid interview by Marc Faber on GoldSeek Radio last week. My notes are below, and you can listen to the interview yourself at the 1 hour mark via this link: http://radio.goldseek.com/Overall, Faber thinks we've reached the bottom of the economic va...
Holding Gold and Cash, Nonconfirming Indicators, and Cheap(er) Toilet Paper
On Tuesday evening, we had our monthly meeting of local Casey Research subscribers. Really sharp investment minds in the group - it's a real pleasure and treat to chat about a wide variety of finance and investing related issues.The general consensu...
Robert Prechter and Jim Puplava: A Great Inflation / Deflation Debate (Free Audio)
I hope you had a good, long holiday weekend. I sure did...I mentioned at the end of the week that I'd be blogging when I wasn't drinking beer. As you can probably infer from my lack of posts, I managed to put back a few with some good friends!Back ...
How Investors Feel Today About Gold
Thanks to our friend and guest author Jon Lederer for forwarding along these investor sentiments about gold:Are we heading for the decisive break above $1,000 that frustrated gold investors (my former self included) have been waiting for? Time will ...
Is 2009 A Repeat of 1930? Why Depressions May Rhyme
As financial pundits and common investors breath collective sighs of relief that "the worst is over" and "the bull is back", let's explore the possibility that 2009 may be following a script that was originally penned in 1930.After the initial crash ...
Private Sector Valuations, Funding Still In The Tank - Latest VC Survey
Famed Silicon Valley law firm Fenwick & West recently release their latest Venture Capital Survey for the 2nd Quarter of 2009. The survey is a great resource, and I'd imagine an even better marketing/PR piece for Fenwick.Their survey results pre...
Why Commodity/Shipping Weakness Could Predict Next Leg Down in Stocks
Interesting times in the markets. US equities have now completed a standard fare "Fibonacci retracement" off of the March 6 lows. Now, where to from here?Bulls and bears alike conceded that a strong rally was quite probable. Now that it's happened...
Robert Prechter: Dollar's Hit a "Major Bottom"; Get Ready for a Deflationary Depression
Here are a couple of very insightful video interviews with Robert Prechter of Elliott Wave International:Part I - Prechter believes the dollar has bottomed, because of the formation in the Elliott Wave pattern, and also the extreme bearish sentiment ...
A Redneck Recession Rant...Absolutely Hysterical Video Clip
Amidst all of the inflation/deflation debates, here is THE best summary of the current crisis I've seen to date...enjoy!Warning: Definitely NSFW!Shout outs to my friend JL for sending this along, and to the excellent financial blog Zero Hedge for ori...
Debt Deflation Case Study: The Bail Bond Industry
Here's another "on the ground" economy exclusive for you - earlier this week, I was having a friendly chat about the economy with our neighbor who sells bail bonds. Talk about insight into what's going on in the world of Joe Sixpack - with an ironic...
Weak Treasury Sales...Bond Vigilantes Rolling Into Town?
Anyone want to puchase debt at an artificially low interest rate from a party that's highly unlikely to be able to pay you back? Anyone?Surprisingly...you're not alone! The Treasury auctioned off another $39 billion last Wednesday (it's crazy that ...
Great Marc Faber Video Interview (Says No Way Around US Inflation)
Here's a fantastic Marc Faber interview by Newsmax (hat tip to The Daily Crux for linking to this piece).Some quick notes on Faber's insights: Doesn't see any way out of inflation in the US...even if deflation hits, the Fed will monetize more and mor...
