Blogs Posts on "Deflation"
Bonds: How Will They Do in a Deflation? by ThxPORTAL - My OnlinE InvestmenT ProgresS on Nov 21, 2009By Susan C. Walker Fri, 20 Nov 2009 15:45:00 ETInvestors got burned twice over the past few years: first it was the drop in the stock market, then in commodities in 2008. So now they are piling into bonds -- municipal bonds, in particular. Why is...
Japan: Deflation Continues by HS Dent Financial on Nov 18, 2009More bad news from the land of the rising sun. Deflation in Japan continues across a wide swath of goods and services, even while the country sees some of its highest economic growth rates in years. Consider this recent Bloomberg post: Japan De...
The Sinking Ship that is Japan by HS Dent Financial on Nov 2, 2009Once in a while, you have a “me too” moment when you see an article that you wish you had written. Barry Ritholtz posted on of those today: “Worry About Japan, Not America.” Ritholtz, though he doesn’t cover the demogr...
More Examples of Life in the Post-Boom World by HS Dent Financial on Oct 30, 2009This might be our favorite headline of the past year: “Free ketchup off the menu as companies stay focused on costs.” The article relates the story of a Houston, Texas hamburger joint that charges 15 cents per extra packet of ketchup. S...
The Arguments for and Against Gold by The Silver & Gold Investing Blog on Oct 5, 2009This is a good article that condenses alot of the arguments for gold and finishes with a few links to a guy who does not like the metal. In it you will find comments from such luminaries as Alan Greenspan, Marc Faber, Adrian Ash and others. I found...
Deflationary Collapse More Likely Now than in 2007 by EconomicsJunkie.com on Oct 4, 2009Janet Tavakoli makes some excellent points on how 2 years of endless money pumping, government bailouts, and stimuli and have accomplished the exact opposite of what was intended: Matters have gotten far worse, and the financial system is now in a mu...
Deflationary Collapse More Likely Now than in 2007 by EconomicsJunkie.com on Oct 4, 2009Janet Tavakoli makes some excellent points on how 2 years of endless money pumping, government bailouts, and stimuli and have accomplished the exact opposite of what was intended: Matters have gotten far worse, and the financial system is now in a mu...
VIX is still holding by Capital Skew on Oct 1, 2009Equities and credit continue to rally yet VIX remains range bound. The last time VIX traded in the 22 to 25 range, SPX was trading 1250 to 1300. The long bond has been rallying indicating renewed bets on deflation.
the jobless risk rally by Capital Skew on Sep 30, 2009New York City's unemployment rate is above 10%. Now this, the ratio of unemployed to job openings is exploding.The government cannot end quantitative easing nor ZIRP any time soon.Deflation first, then inflation?
THE COFFIN SHAPED RECOVERY by Al's Offerings on Business, Economy & Career on Sep 29, 2009It would be a miracle if trillions of dollars of debt could be wiped out with one stock market crash and be succeeded by a new bull market driven by another large offering of credit by the Fed.
