Tag Archives: inflation

Why I sold half of everything!

I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com).  There hasn’t really been much to talk about.  Global government stimulus has heretofore  put a floor on … Continue reading

Posted in markets, stocks | Tagged , , , , , , , , , , | Leave a comment

FED cut is golden for GOLD!

Although the price of gold has been on the rise long before the onset of the coronavirus (see my previous article), the FED’s surprise rate cut will be the catalyst for new highs.  Those who attended the annual Prospectors & … Continue reading

Posted in GOLD & COMMODITIES, Random Thoughts | Tagged , , , , , , , , | Leave a comment

Why the market carnage? It’s expecting a period of “inflession” (I invented the word).

I’ve invented a new word for what’s coming: Inflession (add to dictionary) is a combination of recession and inflation, characterized by low unemployment and very low interest rates. Sound strange?  The yield curve warned us months ago (when first inverted) … Continue reading

Posted in markets, Random Thoughts | Tagged , , , , , , , , , | Leave a comment

Who could have predicted these oil prices? I’ll tell you.

The following prescient quote is from February 2014: The economies of China and India have slowed, and the U.S. is trending towards energy self-sufficiency thanks to production growth nobody envisioned back then.  The question today is why oil prices haven’t … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments

Who predicted these oil prices? I’ll tell you.

The following prescient quote is from February 2014: The economies of China and India have slowed, and the U.S. is trending towards energy self-sufficiency thanks to production growth nobody envisioned back then.  The question today is why oil prices haven’t … Continue reading

Posted in GOLD & COMMODITIES, Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments

Are markets in denial? Recent history in one chart!

Are we and the stock market in denial?  Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the market headed to new highs.  I still adhere to my … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Canadian Stock Market earning a gold medal also?

One rule of thumb that works is ‘follow the smart money.’  Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities, the fifth largest 3-month total on record, lifting year-to-date total … Continue reading

Posted in Random Thoughts, stocks | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

The Day After – Catalyst for resumption of Bull Market will be a surprise!

I provided a rather winded explanation in my previous discussion about why the current correction was inevitable.  Since then, the S&P 500 has declined roughly 3%.  It is likely to get worse before it gets better? My own estimation was … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

First a correction; and then another banner year for stock markets!

It shouldn’t be surprising that the current ‘mood’ just oozes caution.   The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 8 Comments

China will be the next big surprise!

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 6 Comments