noted error too late to correct: It is "Peters", not "Pauls" in my last post footnote US is running out of.
Point well taken. I did not mean to imply an immutable law. Only explain what is happening now (when other factors are very different). Back in...
Point well taken. I did not mean to imply an immutable law. Only what is happening "NOW." WHAT IS DIFFERENT NOW IS: Back then foreign central...
No!! Back then foreign central banks were still willing to roll Treasury bonds as they gave "secure" positive returns. Now they give negative...
Then perhaps you will agree with what I have recently done - moved 2/3 of my TIAA/CREF + Vanguard (403b pension) assets into TIAA/CREF's TIP fund....
I bet the next "big crisis" RAISES rates. It will be when foreign central banks will not roll Treasury bonds. Fed then must chose between:...
Clearly, there will be corrections and "dips," but so long as US deficits and BoT problems continue, the dollar will continue its decline. (Hit...
There are whole societies of sensible women, Americans not generally included. I married a Norwegian. In Norway, at least back then, a simple gold...
Not an accident that DOW hits high as dollar hits lows. Several month ago I predicted DOW near 15000, based entirely on the decline of the dollar...
Five years ago, in ADRs. Two years ago, in small developmental drug companies, a few months ago, in TIPs. Details as to why are in my reply to...
No "stagflation." In fact it is already here (in US) if defined as the ratio GDP/(inflation rate) <1. In China's case this ratio is almost 3...
Brazil has the highest real interest in the world, still after about 4 years and you can not beat the appreciation against the dollar of the...
I'll tell what I have done: (1) I saw this coming five years ago (expect the global depression, caused by a run on the dollar to be still about...
Your (1) is entirely inconsistent with your (2). - I.e. if there is just one "world economy" then by your (2) you are you asserting that living...
Are you Indian or Chinese? Yes there is fantastic growth, causing unprecedented demand for natural resources and workers in factories* - I.e. a...
Are you a carpenter? - You sure know how to hit a nail squarely on the head.
I checked. Sorry, it has been tossed - Just half dozen WSJs, some five years old now in my "financial newspaper" data file.
Please expand on this. I do not know what you are implying, and I live in Brazil (retired there 14 years ago from USA). As I foresee the...
Jerry olsen, quoted by some here, expresses wonder at market strength inspite of all the negative news. It does not seem strange to me, as I try...
Its a free country. You pay for your choices. Me, I put my dollars in ADRs five years ago. Happy I did.
Separate names with a comma.