Friday File: Lewitt’s Zenith Trading Circle, and Thoughts on Deflation, Hedging and Gold
A question from a reader today echoes the sentiment that I’m hearing from a lot of other folks, so I’m going to run with it… and that will lead me into looking at a teaser pitch for a bearish options trading service. Here’s the question: “I’m a believer in an impending crash. What do we […]
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I would like to add a couple of thoughts and observations. Larry Edelson passed away. Also, if you don't think deflation...
Like the world really needs more people 90 years and older like me. I am going through my assets, and unless I get reall...
Dent (Harvard) versus Rogers (Yale) https://www.stockgumshoe.com/2017/09/microblog-gold-silver-copper-and-hard-asset...
Dent Doomsday Disaster Let's suppose Harry is right, there is a catastrophic deflation and gold dives from $1350 to ...
Dent argues the case for deflation, it is reasonable; but it is not necessarily automatic that gold will deflate in fia...
Harry Dent Again...42 page newsletter tease "6 to 9 months...$750 gold" Overall he is simply arguing for deflation...
Looks like APRI had another premature deflation. Couldn't resist!...
Commodity risks...it is easy to forget but the commodity sector can get badly hit in an overall deflation. A lot of bub...
William, I think people are spoiled by the EUC sampling, waste dump, and channel sample grades. The drill grades were no...
HN, You have painted a very realistic picture of our country (and probably of several other countries, as well.) Our...
Personally I would prefer using stock as opposed to taking on debt. Remember these guys are hard money folks, so they a...
Gold prices could collapse, although I doubt they will. I think there would have to be a world-wide financial deflatio...
dougj...we all have the issue to wrestle with. The problem is that the safest investments for inflationary scenarios are...
rocketman...whether we have 10% or 50% of our money in metal stocks, we want to be in the very best ones. There are ...
Thanks HN for your research into these precious metals companies. Earlier this year I reduced my exposure to this secto...
Friedland companies...second installment I briefly recapped my attitudes towards the Friedland companies in which I ...
$BSTG np - Is getting it in gear this a.m. on 2-3x volume: http://finviz.com/quote.ashx?t=BSTG Returning to ~ purchase...
I work for an investment adviser so compliance is an issue. www.gemini.com which only gives you access to Bitcoin and Et...
This will eventually become a meme around here because of how often I've said this but... I agree with you Achandra. For...
$BLPH Thanks Coyote for compiling and sharing that information with all of us. I think if Ph2 data are a success, we mig...
Martin A takes some time to understand, because unlike Dr KSS, teaching is not one of his talents. I subscribe to his ...
Hi Travis, I agree rising rates are a negative factor for gold. Rising interest rates, possible general economic d...
Watsa got rid of most (not all) of the hedges and deflation bets as of the end of December, though the portfolio may hav...
$IVPAF Ivanhoe Mines...Attention : Dunnydane, Left foot, and those on the fence about Ivanhoe asking: "Am I too late...
Ironically I am thinking of lightening up a little around the edges on gold because I am ridiculously overweight there. ...
There are definitely risks...strong dollar, economic deflation and collapse, even world war or war with China. But if th...
Yes deflation is something the governments hate, absolutely hate...yet it is better for ordinary people people....
Yes, they adjusted very quickly after the election -- which surprised me a little, and has made some investors worry tha...
Where are all those dollars going to go ? The broad outline of what is going to happen seems pretty clear to me. ...
What I don't get about Dent's forecasts is that even if he is correct about deflation, and that deflation affecting the ...
Yes, he's looking for massive deflation driven by demographics -- older societies spend less. Which may be true, but I...
Thoughts on Deflation, Hedging and Gold - Brilliant piece and analysis by Travis....
What do you think of Harry Dent's prediction that deflation will cause gold to fall to $750 per ounce in 2017 on its way...
Ispy/TIA...No comment on Mr Pento but I have come to the same conclusion on my own. There are a lot of deflationary sig...
I just found an article that "sort of" answered my question, but it still seems like a dumb investment strategy...[tell ...
Yes, a nasty one. And it may not be over. The whole move has a whiff of deflation about it....
Archuno...no one knows whether deflation or inflation will occur first. Leslie sent us into orbit by bringing up that ...
HN, I'd say that your speculation is 100% correct for the reasons that you state. What's irritating to me is that a w...
Deflation or inflation ? That is the question. Could be we get both. But nobody knows in which order, or in which sect...
I am basically of the same view. Even worse, I do not see how the system will be reformed. In the U.S., the Fed masquer...
Petrvr...agree on all counts. It is just a guess. Inflation should come, the monetary units have already been created in...
One of the possible macro scenarios is that there will be a general price deflation. "Everything" could go down, includi...
Harry Dent's observations are totally valid, but he then assumes that the Powers will not be able to stop the deflatio...
Jim Rickards agrees with Dent about a tug-of-war between inflation and deflation. Rickards argues that Central Banks ca...
No point in arguing over Dent. He asserted gold would go to $700 this year, in 2016. We'll see if he is right or not on ...
Dent has a new book forecasting deflation, including gold. Previously he was adamant about gold going down to $700 THI...
All the banks have to have government bonds on their balance sheets, and between that and the faltering private sector, ...
Perhaps my wording was confusing, I think we'll see more commodity cycles. If that's not the case, and commodities are ...
"likely we’ll see more commodity cycles as we have for the past 20 years than it is that we’ll see a steady deflatio...
And the deflation is making the debt governments owe that much more expensive....
We might get runaway inflation, and deflationary depression. But we don't know which one will come first. The government...
Myron, I miss your writing, look forward to more soon, and hope you are back "in the pink." To all, including Myron: I...
An understanding of deflation/inflation can be helpful to inform a view on PMs. It's like the 'climate' we are sailing ...
Each other? Yes, actually, that is what has been happening, the currencies have been 'sinking' in sync with each other...
Frahman, I recommend reading some of Martin Armstrong's take on currencies versus Gold, etc. I have been on the hunt f...
Thanks for the response HN. Your listing of possible problems from NIR is correct, but the one which would worry me mos...
damn you shouldn't have sold bro, now Fairfax is at 717.99 a share....Never bargain off your share because of temporary ...
Hi Hersh, I think there are a lot of good reasons to minimize exposure to stocks. As an investor I was of this o...
Thank you arch1 for including the symbols, I really want some more exposure to gold/silver, precious metals overall & mi...
AW come on, a steeper angle on the panel is better in the winter months, the snow slides off. lol. I am more inclined t...
The incompetence would be readily apparent in several miles of ticker-tape the last four days -- if any of those machine...
Inflation/Deflation...I am just thinking out loud here about an insight and thought problem that came to me. So this i...
Hi Patricia, I also like uranium but I am fully invested (CCJ, UUUU, UEC) so there simply isn't much to do. When the se...
The impact of gold-backing money would be incredibly deflationary and austerity imposing. Hypothetically, gold-backing ...
I fear we are in a bear market. What is positive about the macro outlook, other than governments inflating like crazy ...
Hi Jo. That has been the dilemma: What does one do with the money ? An answer comes to mind from recent days: One ...
RICKARDS...Currency Wars update...Say, whether you like Rickards or not, whether you subscribe to his pricey stuff or no...
It's kind of looking like a bear market to me. The money rates have been at the bottom, all the buttons are already push...
Lucky to have sold a bunch of my UEC during the spikey thing a few weeks ago but still have a bunch. Like many of these ...
Hi Benny, The hyperinflation currency crisis in Germany was in the 1920s. The middle class was completely wiped out....
Frank and Hendrixnuzzles I've read through the tread and enjoyed the thoughts, as I have tried to figure if inflation or...
Hi Archuno, I think you are mixing up devaluation with deflation. Devaluation is when a currency is revalued lower to...
Relative to each other's currencies, no. Relative to the value of currency in general to the value of real goods and ser...
Long on Life...continuation of post #17 above We see things pretty much the same way. Same concerns, same observations...
Basically its a very real asset heavy (40%+) portfolio so any deflation or tight money will kill it. So it's hardly an ...
RE: rdbck, post #3 & Rickards recommendations Rdbck gave a good outline of Jim Rickard's recommendations from Death ...
That is the point. We are not that far from Greece. The Greek nominal dollar figure is low, but it represents a very hig...
3. You got me! I meant to say a DECREASING amount of goods/services. My point was that inflation and deflation affect ...
Machine Ghost... point 3. Increasing amounts of goods and services is DEFLATIONARY. So it's not bingo, nothing change...
DEFLATION AND INFLATION AT THE SAME TIME...hi all. Before going further, I admit my bias towards hard assets, though I w...
Rickard's....hi all. There are really different things that need to be separated. First, is Rickard's analysis of the ...
I've got a pretty weird portfolio. Trying to protect yourself against deflation and inflation at the same time can make...
Sure they are fighting deflation, and they will to the death. They will do anything to avoid it. They are petrified of i...
Jack: Good advice to US citizens maybe. But in the UK its variable rates....theres the problem. They catch you if its in...
The Fed is attempting to avoid deflation, they would love to see some inflation. Of course, the most apparent goal is t...
But you can pay off the debt with the new cheaper and easier to get dollars. If you believe we will have hyperinflation...
According, to Precheter (EWI),Dent, Weiss & the economist from Yale?? We're headed for deflation, or we are already...
Travis...True enough, and you could say the same for 2012, 2013, and 2014 as well. And some hard assets have done jus...
Today I just finished reading "The Death of Money" by James Rickards. It should be available in your public library. It...
As long as prices are stable or falling (no inflation), you are about as safe as it gets. If there is deflation you'...
Patricia, I wish I had the answer. The best advice I can give is to diversify and be ready for anything. Don't buy anyth...
Not wrong. Today I have $ 1000 and spend it on a basket of goods. In deflation I buy the same basket for $ 900 and kee...
Dear Patricia, I went through your thread, thanks for the heads up. I find it is rare for anyone to have a change of op...
Even Keynes decided his economic theory was flawed at the end of his life. No amount of money printing can make up for...
Before deciding to take a major position (for me) in precious metals, major miners, junior miners, and royalty companie...
A year ago I also was convinced that the Fed money printing would lead to price inflation and that real assets and com...
Generally this period of deflation should see gold going lower. The monthly gold graph in Dollars does not have any st...
Thanks Travis. I'm just working out the best way to do both: actively invest/profit, but also be hedged and ready ahead ...
I haven't looked at GOV in any detail for a long time, sorry for not seeing your question earlier. There's a lot of def...