Topic Archives: deflation

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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...

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    Like the world really needs more people 90 years and older like me. I am going through my assets, and unless I get reall...

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    Dent (Harvard) versus Rogers (Yale) https://www.stockgumshoe.com/2017/09/microblog-gold-silver-copper-and-hard-asset...

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    Dent Doomsday Disaster Let's suppose Harry is right, there is a catastrophic deflation and gold dives from $1350 to ...

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    Dent argues the case for deflation, it is reasonable; but it is not necessarily automatic that gold will deflate in fia...

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    Harry Dent Again...42 page newsletter tease "6 to 9 months...$750 gold" Overall he is simply arguing for deflation...

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    Looks like APRI had another premature deflation. Couldn't resist!...

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    Commodity risks...it is easy to forget but the commodity sector can get badly hit in an overall deflation. A lot of bub...

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    William, I think people are spoiled by the EUC sampling, waste dump, and channel sample grades. The drill grades were no...

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    HN, You have painted a very realistic picture of our country (and probably of several other countries, as well.) Our...

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    Personally I would prefer using stock as opposed to taking on debt. Remember these guys are hard money folks, so they a...

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    Gold prices could collapse, although I doubt they will. I think there would have to be a world-wide financial deflatio...

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    dougj...we all have the issue to wrestle with. The problem is that the safest investments for inflationary scenarios are...

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    rocketman...whether we have 10% or 50% of our money in metal stocks, we want to be in the very best ones. There are ...

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    Thanks HN for your research into these precious metals companies. Earlier this year I reduced my exposure to this secto...

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    Friedland companies...second installment I briefly recapped my attitudes towards the Friedland companies in which I ...

  • SoGiAm

    $BSTG np - Is getting it in gear this a.m. on 2-3x volume: http://finviz.com/quote.ashx?t=BSTG Returning to ~ purchase...

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    I work for an investment adviser so compliance is an issue. www.gemini.com which only gives you access to Bitcoin and Et...

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    This will eventually become a meme around here because of how often I've said this but... I agree with you Achandra. For...

  • achandra13

    $BLPH Thanks Coyote for compiling and sharing that information with all of us. I think if Ph2 data are a success, we mig...

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    Martin A takes some time to understand, because unlike Dr KSS, teaching is not one of his talents. I subscribe to his ...

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    Hi Travis, I agree rising rates are a negative factor for gold. Rising interest rates, possible general economic d...

  • Travis Johnson, Stock Gumshoe

    Watsa got rid of most (not all) of the hedges and deflation bets as of the end of December, though the portfolio may hav...

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    $IVPAF Ivanhoe Mines...Attention : Dunnydane, Left foot, and those on the fence about Ivanhoe asking: "Am I too late...

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    Ironically I am thinking of lightening up a little around the edges on gold because I am ridiculously overweight there. ...

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    There are definitely risks...strong dollar, economic deflation and collapse, even world war or war with China. But if th...

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    Yes deflation is something the governments hate, absolutely hate...yet it is better for ordinary people people....

  • Travis Johnson, Stock Gumshoe

    Yes, they adjusted very quickly after the election -- which surprised me a little, and has made some investors worry tha...

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    Where are all those dollars going to go ? The broad outline of what is going to happen seems pretty clear to me. ...

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    What I don't get about Dent's forecasts is that even if he is correct about deflation, and that deflation affecting the ...

  • Travis Johnson, Stock Gumshoe

    Yes, he's looking for massive deflation driven by demographics -- older societies spend less. Which may be true, but I...

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    Thoughts on Deflation, Hedging and Gold - Brilliant piece and analysis by Travis....

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    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...

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    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...

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    I just found an article that "sort of" answered my question, but it still seems like a dumb investment strategy...[tell ...

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    Yes, a nasty one. And it may not be over. The whole move has a whiff of deflation about it....

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    Archuno...no one knows whether deflation or inflation will occur first. Leslie sent us into orbit by bringing up that ...

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    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...

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    Deflation or inflation ? That is the question. Could be we get both. But nobody knows in which order, or in which sect...

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    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...

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    Petrvr...agree on all counts. It is just a guess. Inflation should come, the monetary units have already been created in...

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    One of the possible macro scenarios is that there will be a general price deflation. "Everything" could go down, includi...

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    Harry Dent's observations are totally valid, but he then assumes that the Powers will not be able to stop the deflatio...

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    Jim Rickards agrees with Dent about a tug-of-war between inflation and deflation. Rickards argues that Central Banks ca...

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    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 ...

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    Dent has a new book forecasting deflation, including gold. Previously he was adamant about gold going down to $700 THI...

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    All the banks have to have government bonds on their balance sheets, and between that and the faltering private sector, ...

  • Travis Johnson, Stock Gumshoe

    Perhaps my wording was confusing, I think we'll see more commodity cycles. If that's not the case, and commodities are ...

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    "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...

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    And the deflation is making the debt governments owe that much more expensive....

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    We might get runaway inflation, and deflationary depression. But we don't know which one will come first. The government...

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    Myron, I miss your writing, look forward to more soon, and hope you are back "in the pink." To all, including Myron: I...

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    An understanding of deflation/inflation can be helpful to inform a view on PMs. It's like the 'climate' we are sailing ...

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    Each other? Yes, actually, that is what has been happening, the currencies have been 'sinking' in sync with each other...

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    Frahman, I recommend reading some of Martin Armstrong's take on currencies versus Gold, etc. I have been on the hunt f...

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    Thanks for the response HN. Your listing of possible problems from NIR is correct, but the one which would worry me mos...

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    damn you shouldn't have sold bro, now Fairfax is at 717.99 a share....Never bargain off your share because of temporary ...

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    Hi Hersh, I think there are a lot of good reasons to minimize exposure to stocks. As an investor I was of this o...

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    Thank you arch1 for including the symbols, I really want some more exposure to gold/silver, precious metals overall & mi...

  • jerickson68

    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...

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    The incompetence would be readily apparent in several miles of ticker-tape the last four days -- if any of those machine...

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    Inflation/Deflation...I am just thinking out loud here about an insight and thought problem that came to me. So this i...

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    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...

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    The impact of gold-backing money would be incredibly deflationary and austerity imposing. Hypothetically, gold-backing ...

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    I fear we are in a bear market. What is positive about the macro outlook, other than governments inflating like crazy ...

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    Hi Jo. That has been the dilemma: What does one do with the money ? An answer comes to mind from recent days: One ...

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    RICKARDS...Currency Wars update...Say, whether you like Rickards or not, whether you subscribe to his pricey stuff or no...

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    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...

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    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 ...

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    Hi Benny, The hyperinflation currency crisis in Germany was in the 1920s. The middle class was completely wiped out....

  • DBMD

    Frank and Hendrixnuzzles I've read through the tread and enjoyed the thoughts, as I have tried to figure if inflation or...

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    Hi Archuno, I think you are mixing up devaluation with deflation. Devaluation is when a currency is revalued lower to...

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    Relative to each other's currencies, no. Relative to the value of currency in general to the value of real goods and ser...

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    Long on Life...continuation of post #17 above We see things pretty much the same way. Same concerns, same observations...

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    Basically its a very real asset heavy (40%+) portfolio so any deflation or tight money will kill it. So it's hardly an ...

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    RE: rdbck, post #3 & Rickards recommendations Rdbck gave a good outline of Jim Rickard's recommendations from Death ...

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    That is the point. We are not that far from Greece. The Greek nominal dollar figure is low, but it represents a very hig...

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    3. You got me! I meant to say a DECREASING amount of goods/services. My point was that inflation and deflation affect ...

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    Machine Ghost... point 3. Increasing amounts of goods and services is DEFLATIONARY. So it's not bingo, nothing change...

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    DEFLATION AND INFLATION AT THE SAME TIME...hi all. Before going further, I admit my bias towards hard assets, though I w...

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    Rickard's....hi all. There are really different things that need to be separated. First, is Rickard's analysis of the ...

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    I've got a pretty weird portfolio. Trying to protect yourself against deflation and inflation at the same time can make...

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    Sure they are fighting deflation, and they will to the death. They will do anything to avoid it. They are petrified of i...

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    Jack: Good advice to US citizens maybe. But in the UK its variable rates....theres the problem. They catch you if its in...

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    The Fed is attempting to avoid deflation, they would love to see some inflation. Of course, the most apparent goal is t...

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    But you can pay off the debt with the new cheaper and easier to get dollars. If you believe we will have hyperinflation...

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    According, to Precheter (EWI),Dent, Weiss & the economist from Yale?? We're headed for deflation, or we are already...

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    Travis...True enough, and you could say the same for 2012, 2013, and 2014 as well. And some hard assets have done jus...

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    Today I just finished reading "The Death of Money" by James Rickards. It should be available in your public library. It...

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    As long as prices are stable or falling (no inflation), you are about as safe as it gets. If there is deflation you'...

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    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...

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    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...

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    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...

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    Even Keynes decided his economic theory was flawed at the end of his life. No amount of money printing can make up for...

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    Before deciding to take a major position (for me) in precious metals, major miners, junior miners, and royalty companie...

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    A year ago I also was convinced that the Fed money printing would lead to price inflation and that real assets and com...

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    Generally this period of deflation should see gold going lower. The monthly gold graph in Dollars does not have any st...

  • Patricia

    Thanks Travis. I'm just working out the best way to do both: actively invest/profit, but also be hedged and ready ahead ...

  • Travis Johnson, Stock Gumshoe

    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...

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