Credit Bubble Stocks

This is a new feature from our correspondent @pdxsag . He has volunteered to “sit through podcasts so we don't have to.” Although, he...

I think the question of hyperinflation or crash is a political question, and in that sense it isn't "predictable" because it ...

Great comment by "Fritz" on Twitter: 6/25/15, 6:32 PM Case for USD cash one of the best in history: 1) bonds are exp 2) stocks...

Forbes interview - Gundlach and I agree often: The Fed may raise the federal funds rate for the wrong reasons. “They don’t really need ...

The Fed said "the Committee judges that the likelihood of inflation running persistently below 2 percent has diminished somewhat sin...

A commenter on my crude oil futures post pointed out, "Commodities and commodity producing stocks are the only stuff out there that ...

Deflation! "Monetary tightening is coming sooner than the world expected, with sober implications for overheated bourses, and for th...

Silver put options . Silver was a parabolic bubble that ended in spring 2011, and parabolic bubbles typically end below their starting po...

Funny comment about agriculture and almonds , "[C]entral part of my diet is almonds. I eat one serving a day religiously. $4B+ in rev...

Here we go again : "[R]eal personal consumption expenditures growth per capita (excluding food and energy). If you have your party hat...

I said in the comments that, "I've become very bullish on long bonds after realizing that the natural owners of them (older baby...

The deflation "mystery" . "The European Central Bank seeks to keep price growth steady at about 2 percent. The situation no...

Which we agree with: "The road to hyperinflation is via hyperdeflation. That is why it’s proving so difficult for hedge funds to make...

That is awesome.

Even more notably, the Greek 1-year yield hit 240% last week, with Greek debt of every maturity trading below 37% of face value, and below 2...

Noted deflationist Gary Schilling via Zero Hedge : "I'm agnostic on the precious metals. We have in our portfolios been short copp...

Barron's says the only way out is for Greece to restructure. "Europe's official approach has been to muddle along and hope the ...

Very interesting to see that silver is getting smashed and the other risky/inflationary bets (equities, oil) are falling too. Meanwhile, T...

I just finished Conquer the Crash : You Can Survive and Prosper in a Deflationary Depression by Robert Prechter, the author and stock marke...

From a very important WSJ article " Panel Floats Idea of U.S. 'Century' Bonds "- published on Friday afternoon, natch: ...