I just read Stratfor’s 4th quarter projection courtesy of John Mauldin’s newsletter.
These people are very sharp and have a respected track record.
When it comes to geo-political stuff all I can do is read it; I certainly can’t take issue with their analysis other than to say that the Israeli contact I just met with personally [...]

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The Trial of Gold
By David Galland, Managing Director
Casey Research – The Casey Report
They filed into the docket, faces bright and smiley despite the shackles around their arms. The leader of the gang, Mr. Gold, was pushed forward into the defendant’s chair. The rest, including Ms. Silver as well as the members of the resource share [...]

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the TREND letter ($50 discount through this link only!) issued a flash report this evening; one of the key benefits to subscribing to this fantastic financial newsletter.
Will we see inflation or deflation?
The topic of inflation versus deflation is discussed again in today’s flash report. There are great arguments on both sides, but I feel the [...]

Continue reading " The Trend Letter Flash Report – Is There Any Good News? "

I had breakfast today with a couple of businessmen from Miami, Florida. When I asked the occupations of the men, one replied that he was in real estate for 23 years; now he is “looking around”.
He painted a picture in the air with his finger of a typical condominium building of say, 100 units. “When [...]

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Dennis Gartman went long a unit of gold again. Unfortunately some pundits don’t expect it to work out for Dennis and his followers based on the last year or so of trades.
To be fair, I don’t know anyone who has accurately called much of anything with regard to the short term movement in the price [...]

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Unintended Consequences
By David Galland
Managing Editor
The Casey Report
As you may know, here at Casey Research we are not optimistic about the outlook for real estate, that lynchpin of the U.S. economy. This pessimism is evoked by a number of factors, starting with the simple fact that residential housing increased by about 50% between 1992 and 2007, [...]

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U.S. in Crisis Mode — What’s Next?
By Olivier Garret, CEO
Casey Research – The Casey Report
In the last few weeks, it has become clear that the current financial meltdown is not our usual, run-of-the-mill crisis. It’s supersized, inexorably linked to the rest of the world, ruled by chaos, and precariously perched atop a mountain [...]

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Legendary investor Warren Buffett of the behemoth Berkshire Hathaway investment conglomerate has told news agencies that he is buying U.S. stocks.
Buffett claims he is being greedy when others are fearful, just as he is fearful when others are greedy.
He feels that he U.S. will recover and in years to come the major companies will again [...]

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After yesterday’s meteoric rise (or bounce, as you might have it) one would think everything is fine now. What exactly is different Monday from last Friday escapes me; was anyone doubting that the G7 or G20 countries would throw whatever paper/electronic money at the problem as deemed necessary?
Only Iceland it seems is of insufficient resources [...]

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A couple of days ago Jim Cramer was on his show telling us to “sell everything”. I had to take that approach (and am poorer because of it) especially since I can see the market turn around and head to the moon just after my last sell ticket is filled.
When the market is taking a [...]

Continue reading " Was Jim Cramer Right? "