Archive for October 2019
“Higher Meat Prices and Lower Stock Prices?”
While I rarely comment on commodities other than to track gold and silver which are arguably both commodities and alternative currencies, this week I make an exception and discuss a food commodity, specifically pork. Worldwide, there has been a rapid spread of African Swine Fever. The disease is highly contagious and has no cure and…
Read MoreInevitable Outcomes?
While last week was quiet in the markets, over the long term, I expect markets to be anything but quiet; central bank policies will see to that. I have long been critical of central bank policies and, truth be told, I am fundamentally opposed to private bankers controlling monetary policy which is the case worldwide…
Read MoreRetirement Enemies
I’ll begin this week with a bit of a market update. The biggest news from the markets last week was that long-term US Treasuries saw yields rise nearly ¼%. By bond market standards, that’s huge. A rise in bond yields which means a decline in bond prices was not surprising given the big advance in…
Read MoreThe Mother of All Busts?
This week, I want to discuss how the traditional thinking surrounding an investment portfolio looks like it is about to be turned on its head – largely due to the irrationality of many market participants and outright ludicrous central bank policy. I’ll begin with a little investing primer, assuming you know nothing about traditional investment…
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