08 Feb
Wow, it’s been 1.5 years since I updated this blog and the issues that we were facing then are pretty much the same as they are today i.e. I’m still worried about all the money printing that the governments are doing. Money printing as noted through the various blogs stimulates the economy…unfortunately there is a […]
Posted in China, Economics, Employment, Inflation, Uncategorized, interest rates by: arnie
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02 Mar
There’s 2 forces at work in the US. On one hand you’ve got the US government bailing out companies left and right and at the same time the financial institutions aren’t willing to lend money. So which force is going to win? Will the printing press eventually overwhelm the credit destruction or is credit being […]
Posted in Ben Bernanke, interest rates by: arnie
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15 Jul
There have been a lot of things happening in the markets recently but it all goes to support the stagflation is here argument. It seems every inflation indicator shows that inflation is getting worse (i.e. higher) regardless of which country is reporting. At the same time, most countries are also reporting weak growth. Today was […]
Posted in Earnings, Investor implications, Oil, interest rates, options by: arnie
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21 May
Economics:
Canada’s April inflation numbers increased to 0.8% for the month and 1.7% year over year. Canada reported food increased 0.8% in the month and energy prices increased 6.0% (this contrast to the US which strangely enough showed no change in energy prices). Although the year over year numbers are low relative to the other […]
Posted in Base Metals, Ben Bernanke, Economics, Inflation, Oil, Stock Watch, copper, fomc, interest rates by: arnie
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04 May
Should North American investors be investing based on an economic environment that is recessionary or inflationary?
As mentioned previously, the US economy seems to be in a bull market as bad news (such as housing or employment stats) results in rising stock markets. If the market responds to bad news by pushing up the stock […]
Posted in Agriculture, Ben Bernanke, Commodities, Economics, Energy, Fertilizer, Housing, Inflation, Inflationary Policy, Manufacturing, Oil, Portfolio, Stagflation, interest rates, natural gas by: arnie
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03 May
This funny, shocking and surprising satire tells all about the pre subprime crisis days. Just what happened? How did this American (US) sub-prime crisis all start? Who screwed up? Why was it so predictable and why is the current US governemnt reaction, by cutting interest rates, the wrong course of action. Play the Video below […]
Posted in Housing, debt, interest rates by: arnie
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02 May
Recession or high inflation?
A stagflation is a combination of a recession and an inflationary environment; the economy is contracting yet inflation is high. If the governments were doing their jobs properly this wouldn’t happen, but since they all want to get re-elected they tried to continuously pump up the economy so that it grows at […]
Posted in Economics, Inflation, Inflationary Policy, Stagflation, interest rates by: arnie
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