The Disinflation Meme
Food, water, shelter, and energy are some of humanity’s most basic needs, yet energy is one of the most misunderstood markets in the world today.
DetailsFood, water, shelter, and energy are some of humanity’s most basic needs, yet energy is one of the most misunderstood markets in the world today.
DetailsIn the late 1990s, Warren Buffett’s Berkshire Hathaway started to buy silver in a big way.
DetailsThe world has exited one long-term secular trend and have entered a new long-term secular trend with very different investment implications and economic conditions under our current global system
DetailsThe adage that “there is nothing to fear but fear itself” is apropos for investors in the energy markets. Anyone trying to time the next recession or downturn in key commodity producers is likely making a futile mistake based on fundamentals.
DetailsOur last note explained that when governments have nosebleed debt-to-GDP levels, there is only one way out for them: much higher levels of inflation to get their balance sheets to more manageable levels.
DetailsThe world has exited one long-term secular trend and have entered a new long-term secular trend with very different investment implications and economic conditions under our current global system
DetailsThe cruel paradox is that one might think investing in economically sensitive industries such as oil and natural gas isn’t a good place to be when a recession appears imminent because of an inverted yield curve.
DetailsOur economy is modeled on a debt-based system that must always grow. Without growth, we cannot service previous deficits, which is a problem for our overly indebted government.
DetailsUranium’s last major bull market – from 2003 to 2007 – transpired at the same time the Federal Reserve began raising interest rates just like they are today!
DetailsHouseholds have more equities as a percent of their portfolio than ever. Is this a good thing or a bad thing?
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