Messages from the Bond Markets

Posted on July 23, 2006

Messages from the Bond Markets The fact that so many people expect interest rates to be on the rise is a contrarian’s delight. When it comes to investments, the biggest crowd is almost always wrong. The brave souls willing to buy their straw hats in winter normally get the best bargains. Listen to news reports, read articles by financial pundits and talk to people you know

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Posted in Money Matters Newsletter affecting, aggregate, appearing, backwards, borrowers, businesses, commodities, contraction, contrarian, definition, engineering, expansions, financially, government, indicators, investments, meaningful, nonetheless, pronouncements, purchasing, rationalizations, recessionary, relationship, themselves, treasuries

Deflation in the Air?

Posted on February 15, 2003

Deflation in the air? I first talked about the potential for deflation in 1998, in connection with my economic take on Y2K, and its potential for disruption of the markets. As time goes on, more and more of the economic ramifications I predicted 5 years ago have indeed happened. Large stock market decline, bonds performing strongly, and gold being something to avoid for several years (gold

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Posted in Money Matters Newsletter accelerates, associates, background, businesses, certificates, combination, connection, devastating, disruption, exercising, expenditures, fortunately, independent, interesting, international, ironically, management, mospagebreak, performing, productive, productivity, pronounced, ramifications, specialists, successful

The Only Thing We Have to Fear

Posted on January 15, 2003

The Only Thing We Have to Fear Is Fear Itself Franklin Roosevelt said that at his first inaugural address when the country was in the depths of the great depression. That depression was deflationary, and right now, this economy has businesses fighting the problems of deflation again. Our current economy is in no where near the sad shape of the 1930’s when banks failed en-masse and

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Posted in Money Matters Newsletter annihilation, apparently, appointment, businesses, capitalism, competition, confidence, consequences, consquences, definition, deflationary, depression, destruction, diversified, enterprise, morningstar, mospagebreak, performance, significant, similarities, successfully, surprisingly, traditional, uncertainty, unemployment