Top Gun FP Client Note: Beware The Ides Of March
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
It’s getting scary. – Mike Green, Real Estate Auctioneer who auctions farms in Iowa Source: “In Price of Farmland, Echoes Of Another Boom”, The New York Times, March 4, B1. Prediction: Crop prices will fall and interest rates rise causing…
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
There is a great debate raging between students of monetary economics. On the one hand, there are the deflationists who point to the massive deleveraging in the housing, mortgage, credit and stock markets. The fall in prices in these asset…
When Warren Buffett speaks, people listen. For the first time in ten months (see “Buffett NY Times Op-Ed: Buy Now”, Top Gun FP, October 17, 2009), Buffett voiced his views in a very public forum with an op-ed in this…
“Gold lures inflation wary hedge fund chiefs”, Reuters, July 30 (via Kirk)
In another incredible statement by a so called expert we get this: Investment Conclusion: There are plenty of things to worry about. Fed policy is not one of them. – Jeff Miller, A Dash Of Insight, July 16 Citing McTeer,…
But I see inflation as the greater future challenge. If political pressures prevent central banks from reining in their inflated balance sheets in a timely manner, statistical analysis suggests the emergence of inflation by 2012; earlier if markets anticipate a…