Why Trade Deficits Matter, by Lyn Alden

Editor’s Introductory Note: This article is a guest post that I selected from a contrarian economist and investment advisor. It first appeared at the Lyn Alden Investment Strategy web site. — Due to the ongoing trade dispute between the United States and China, as well as between certain other nations, the concept of a trade deficit is now front and center in financial media. This article takes a look at why trade deficits (eventually) matter, and how they can factor into an investment strategy. Key Terms Defined Trade Deficit Simple Example Modern Trade Deficit Explanation Why I’m Cautious About the …




Economics & Investing For Preppers

This is my last Economics & Investing column post for calendar year 2019, so today I’m posting my 2020 recommendations: Stocks: Minimize. The unprecedented 11+ year U.S. economic expansion cannot continue indefinitely. So far, the banksters have kept “the everything bubble” expanding by means of artificially low interest rates. At some point in the near future, the bubble will deflate, and possibly pop spectacularly. Keep in mind that 2020 is a presidential election year. If The Powers That Be (TPTB) want to see President DJT ousted, then they can do so with an orchestrated crash. If they merely allow interest …




Blowing Bubbles for Fun and Profit, by Gary Christenson

Editor’s Note: This article by Gary Christenson of The Deviant Investor first appeared in the Miles Franklin blog, and is re-posted with permission.  It was selected by JWR — not solicited. Miles Franklin can be contacted at: 1-800-822-8080. — Bubbles, like a cocaine high, are fun while they last. History confirms that bubbles and cocaine are enjoyable, because central banks blow many bubbles and the U.S. imports a large quantity of cocaine. Bubbles are fun, but they extract a price. There is no free lunch. Examples: 2019: The Everything Bubble. It hasn’t crashed yet, but there are many bubble piercing objects …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at the corporate debt bubble. (See the Economy & Finance section.) Precious Metals: Allen Sykora: Palladium may lose some altitude but expected to remain at lofty heights o  o  o Kitco: Asset allocation tips to prepare for more volatility in 2020 Economy & Finance: Reader Mark J. was the first …




Fed Says No Hikes In 2020. What About Gold?, by Arkadiusz Sieroń

Editor’s Introductory Note; I’ve found Arkadiusz Sieroń to be one of the best of the modern precious metals markets analysts. I selected the following article. It was not solicited. It is re-posted with permission. — The Fed kept the interest rates unchanged in December. The statement was rather hawkish, while the dot-plot rather dovish. What does such a mix imply for the yellow metal? Fed Keeps Interest Rates Unchanged Yesterday, the FOMC published the monetary policy statement from its latest meeting that took place on December 10-11th. In line with expectations, the U.S. central bank left the federal funds rate …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at central bank gold purchases. (See the Precious Metals section.) Precious Metals: 50-Year High In Central Bank Gold Purchases. A quote: “2019 is on track to be a 50-year high in central banks’ net gold purchases. Bloomberg Intelligence reports that central banks have been absorbing about 20 percent of global …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at land price forecasts for 2020. (See the Tangibles Investing section.) Precious Metals: Why gold and oil will be real winners of 2020 – Wells Fargo o  o  o Commerzbank: Loose monetary policy to lift gold in 2020. A snippet from the article: “‘We envisage an increase to $1,550 per …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at crude oil demand. (See the Commodities section.) Economy & Finance: At Zero Hedge: QE Or Not QE? Here Is The Market’s Answer In One Simple Chart. Here is a an excerpt: “The upshot to this attempt to mislead the market what it is doing according to Bank of America, …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at Mosin Nagant carbines. (See the Tangibles Investing section.) It is Friday the 13th, but I’m not superstitious.  In fact, I’m wary of any day, in the frenetically-paced 21st Century global markets! Things can go badly very quickly, so keep your investments diverse, hedge into tangibles, set some firm stop …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at some conflicting predictions of deflation and inflation. (See the Economy & Finance section.) Precious Metals: Arkadiusz Sieroń: The Narrative About Gold Is Changing Again o  o  o Over at Gold-Eagle: Precious Metals Ratio Charts o  o  o Illegal gold flowing through Miami is a ‘direct threat’ to U.S. national …




The Rush To A Cashless Society, by Brandon Smith

A fundamental pillar of true free markets is the existence of choice; the availability of options from production to providers to purchase mechanisms without interference from governments or corporate monopolies. Choice means competition, and competition drives progress. Choice can also drive changes within society, for if people know a better or more secure way of doing things exists, why would anyone want to stay trapped within the confines of a limited system? At the very least, people should be allowed to choose economic mechanisms that work best for their particular situation. This is not how our society functions today, and …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at the direction of the housing market in 2020. (See the Tangibles Investing section.) Precious Metals: First up today, over at Zero Hedge: Serbia, Slovakia Join Sudden Eastern European Gold Repatriation Push. (A hat tip to H.L. for the link.) o  o  o Gary Christenson: Gold and the Lender of Last …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at rare postage stamps. (See the Tangibles Investing section.) Precious Metals: Gold prices holding steady, waiting for potential trade fallout after Thanksgiving holiday o  o  o H.L. sent us this: Poland Repatriates Gold From Bank of England Storage to ‘Show Strength of its Economy’ Economy & Finance: Martin W. Armstrong:  …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at some possible future classic cars. (See the Tangibles Investing section.) Precious Metals: We’ll start out today with this from Gary Christiansen: Gold Stocks Now? Here is a tidbit from his essay: “Commercial and global central bankers are counterfeiting (legally). This benefits the financial and political elite. Don’t expect this …




Economics & Investing For Preppers

Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. We also cover hedges, derivatives, and obscura. Most of these items are from the “tangibles heavy” contrarian perspective of SurvivalBlog’s Founder and Senior Editor, JWR. Today, we look at The Federal Reserve’s current repo market intervention. (See the Economy & Finance  section.) Economy & Finance: The Federal Reserve’s new repo market intervention–the so-called “Not QE”–now has them consistently  buying $60 billion in Treasury bills every month. This is essentially a desperation move to prevent short term interest rates …