Analysis Topic: Economic Trends Analysis
The analysis published under this topic are as follows.Wednesday, March 25, 2009
Save the Big Banks, Trash the U.S. Dollar / Economics / Credit Crisis Bailouts
Gary North writes: Timothy Geithner's plan to save the big banks will be a success. This success will come at a cost. The plan will hurt taxpayers, and it will lead to severe price inflation. It will not revive the faltering economy in 2009. It will not restore the housing market. Family wealth will continue to decline.Read full article... Read full article...
Tuesday, March 24, 2009
Roadmap to Inflation And How to Protect Your Investments / Economics / Inflation
What happens when inflation once again returns. As this week's Outside the Box writer, James Montier, writes, we may want to start thinking now about inflation insurance and he mentions a few ways to do so. But this letter is a must read for his bringing to light a speech by Fed chairman Ben Bernanke in 2000 given to the Japanese, where he suggest inflation targeting:Read full article... Read full article...
Tuesday, March 24, 2009
When the United States Ruled the World / Economics / US Economy
I used to rule the worldSeas would rise when I gave the word
Now in the morning I sleep alone
Sweep the streets I used to own
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Monday, March 23, 2009
The Great Depression- Then and Now and Mainstream Journalists / Economics / Mainstream Media
The economic crisis and the debate -- what there is of one -- about the alleged anti-recessionary effects of big government spending policies has once again raised the spectre of the Great Depression and once again our commentators get it wrong, particularly journalists, that pesty brood of pseudo intellectuals for whom honest research appears to be an anathema.Read full article... Read full article...
Sunday, March 22, 2009
Economic Crisis "The Worst Is Yet To Come!” / Economics / Inflation
What's happened to gold? Is it still out there? You better believe it is still out there and will continue to be “out there” and for a very long, long, time. What are the banking gurus predicting for gold?Read full article... Read full article...
Sunday, March 22, 2009
Fed Planning Inflationary Dollar Destroying 15-Fold Increase In US Monetary Base / Economics / HyperInflation
The fed is planning moves that would more than double its balance-sheet assets by September to $4.5 trillion from $1.9 trillion. Whether expressing approval or concern over the fed's intentions, most commentators fail to understand the real magnitude of the projected expansion of the US monetary base because they don't take into account the amount of dollars circulating abroad.Read full article... Read full article...
Friday, March 20, 2009
The Great American Banking Experiment with Fiat Currency / Economics / Fiat Currency
One of the most common questions that folks who are becoming newly acquainted with terms like ‘fiat money' and ‘fractional reserve banking' are asking is “How did we get here?” For sure, the recent publicity of 21 st Century Tea Parties along with the occurrence of the worst financial crisis in recorded history has people asking questions. In terms of the American obsession with central banking and fiat currency, 1913 is generally identified as the point where the country went wrong. In truth, however, our obsession with funny money has transcended all; including even, the birth of the nation.Read full article... Read full article...
Friday, March 20, 2009
Recession Light at the End of the Tunnel or an Oncoming Freight Train? / Economics / Recession 2008 - 2010
With regard to the economy, we believe there are faint signs of light at the end of the tunnel. Real consumer spending increased by 0.4% in January (and is likely to be revised up) and the decline in February nominal retail sales of 0.1% suggests that the decline in real consumer spending that month will not be severe. For the first quarter as a whole, we now expect a contraction in consumer spending much less severe than last year's fourth-quarter contraction of 4.3%. Although we do not expect to see outright growth in real consumer spending until the fourth quarter of this year, we believe the deepest quarterly contraction is behind us.Read full article... Read full article...
Friday, March 20, 2009
Inflation- Central Banks Making Sure It Happens Everywhere / Economics / Inflation
"Gold and the Euro just hooked up together again. But for how long depends on central-bank policy..."
SO BEN BERNANKE SAYS the United States has plunged into a deflationary depression.
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Friday, March 20, 2009
Consumers A Paycheck Away From Ruin / Economics / Recession 2008 - 2010
New surveys show that Consumers are Just a Paycheck or Two Away From Ruin .
The results of a bevy of surveys found a growing number of consumers are only a couple paychecks away from a household collapse even as many scramble to shore up savings. Rainy-day funds appear to be a distant memory as households burn cash to cover food and energy bills as well as mortgage and car payments.
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Thursday, March 19, 2009
U.S. Economy Hits the Toxic Pothole / Economics / Recession 2008 - 2010
We're riding on the escalator of lifeWe're shopping in the human mall
We're dancing on the escalator of life
Won't be happy 'til we have it all
We want it all
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Tuesday, March 17, 2009
Long-Term Economic Forecast: Slow Growth And Deflation / Economics / Recession 2008 - 2010
This week I am really delighted to be able to give you a condensed version of Gary Shilling's latest INSIGHT newsletter for your Outside the Box. Each month I really look forward to getting Gary's latest thoughts on the economy and investing. Last year in his forecast issue he suggested 13 investment ideas, all of which were profitable by the end of the year. It is not unusual for Gary to give us over 75 charts and tables in his monthly letters along with his commentary, which makes his thinking unusually clear and accessible.Read full article... Read full article...
Monday, March 16, 2009
Monetary and Fiscal Failure, Fraud, and Fear of What's Next / Economics / Recession 2008 - 2010
Even the powerful are worried with the IMF on February 7 saying advanced economies are in "depression (and) the worst cannot be ruled out." Forecasting a 2010 recovery is "very uncertain" at this time as further financial turmoil may disrupt it regardless of policies adopted, and trouble is outpacing resources to alleviate it.Read full article... Read full article...
Monday, March 16, 2009
United States Economic Collapse Facing Its Weimar Moment / Economics / Recession 2008 - 2010
Robert Freeman writes: In early 1919, Germany put in place a new government to begin rebuilding the country after its crushing defeat in World War I. But the right-wing forces that had led the country into the War and lost the War conspired even before it was over to destroy the new government, the "Weimar Republic." They succeeded.Read full article... Read full article...
Sunday, March 15, 2009
The Deflation Myth / Economics / Deflation
This is another myth I want to clear up. For some strange reason, economists, and those who actually give credence to what they say seem to think that a single period eighty years ago set a precedent cast in stone for what to expect from this depression. As a result, the masters of propaganda continue to insist that you cannot have a depression without deflation. Apparently, these “experts” have never heard of data points. You cannot expect to make credible conclusions based on one period. You need several periods at minimum in order to transpose similar conclusions.Read full article... Read full article...
Sunday, March 15, 2009
Japan's Economic Depression Deepens, Protectionism Could Trigger Global Depression / Economics / Economic Depression
- Where Have My Earnings Gone?
- The Land of the Setting Sun
- The Swiss Start Their Engines
- My One True Nightmare
This week we look at the Land of the Rising Sun. Japan is going through major upheavals, and they will have consequences all over the world. And what are those wild and crazy Swiss central bankers up to? It's time for another round of competitive devaluation. And of course I have to look at the recent Barron's cover story, about how stocks are cheap. There's a lot to cover.
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Saturday, March 14, 2009
California's Imploding Economy as Billions Disappear into the Budget Black hole / Economics / Recession 2008 - 2010
California is imploding faster than expected. Let's take a look starting with a flashback to something I wrote on February 16, 2009: California One Vote Shy On Budget Impasse . Here is the key snip.Read full article... Read full article...
Friday, March 13, 2009
Consumer Demand For Everything Crashes: Trade Deficit At 6 Year Low / Economics / Recession 2008 - 2010
Many were of the belief that the trade deficit would widen as the US recession strengthened. The only way that could have happened is if oil prices stayed stubbornly high. While the price of oil may have bottomed, odds of it shooting up towards $100 again in the near future are slim.Read full article... Read full article...
Friday, March 13, 2009
Credit Card Cancer Spreading Through the Economy / Economics / Recession 2008 - 2010
This week, with his pronouncement that "credit is the lifeblood of a healthy economy," President Obama reiterated what has been one of his most common themes in diagnosing our economic problem. The president has relied on this bedrock belief to propose policies that place the restoration of credit as the highest priority. However, despite his seemingly earnest intentions, the president and his economic advisors have misdiagnosed the ailment. Savings, not credit, is the lifeblood of a healthy economy. When not used properly credit can be like a cancer that sickens an otherwise healthy economy.Read full article... Read full article...
Friday, March 13, 2009
Don't Bet on Hyperinflation! / Economics / HyperInflation
For several months now, I've heard all of this talk of hyperinflation. I'm sure you have too. I've seen that word so many times over the past year that I might have even used it without realizing it. As I wrote in the original edition of America 's Financial Apocalypse, “inflation is certainly going to be a very big problem.” I stand by this previous forecast first made in 2006. However, hyperinflation isn't going to occur. While I may be wrong about some things in the future, I won't be wrong about this. Quite simply, America would go to war before allowing hyperinflation to set in.Read full article... Read full article...