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Recession Imminent?

By Dennis Tubbergen | Jul 4, 2022 | 0 Comments

            US Treasuries rallied slightly last week as stocks, and precious metals fell.             Since the beginning of 2022, I have been commenting that I believed the US economy was in recession.  As many of you know, after economic data is initially reported, it is often revised multiple times.             This time is no exception … Continue reading “Recession Imminent?”

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Market Analysis and Commentary on the Latest Russian Sanctions

By Dennis Tubbergen | Jun 27, 2022 | 0 Comments

        To begin with this week, I want to offer an update on last week’s market analysis.         In last week’s “Portfolio Watch”, I wrote this about stocks and published a chart of the S&P 500 (which I am not reprinting here due to space limitations.  You can visit and download last week’s newsletter … Continue reading “Market Analysis and Commentary on the Latest Russian Sanctions”

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Market Analysis

By Dennis Tubbergen | Jun 20, 2022 | 0 Comments

This week, I want to offer some market analysis.  Last week stocks fell hard, US Treasuries declined as did gold and silver. One of the money management strategies that has proven itself over time was developed by Harry Browne who began publishing a financial newsletter in the 1970s and authored many best-selling books up through … Continue reading “Market Analysis”

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1929 Parallels

By Dennis Tubbergen | Jun 13, 2022 | 0 Comments

I have often discussed the parallels between 1929 and the Great Depression that followed and the present time. The most notable similarity between the early 1930s and the present is massive debt levels in the private sector. Private sector debt in 1929 when measured as a percentage of the economy was about 240%.  In other … Continue reading “1929 Parallels”

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Is the Fed About to Lose?

By Dennis Tubbergen | Jun 6, 2022 | 0 Comments

            One of the points of my “New Retirement Rules Book”, last updated in 2016, was that an economy that had accumulated far more debt than was sustainable would eventually experience a deflationary climate as debt was purged from the system.             Prior to that deflationary environment emerging, I suggested that depending on the policies … Continue reading “Is the Fed About to Lose?”

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The Current State of Stocks

By Dennis Tubbergen | May 30, 2022 | 0 Comments

          About one week ago, I completed the June Special Report which is titled “Mid-Year Market Update:  What to Consider Now for Your Money”.           This week’s holiday issue of “Portfolio Watch” is a preview of that Special Report.           As I have often stated, the potential problem with a time-sensitive special report written 3-4 … Continue reading “The Current State of Stocks”

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Fed Revelations

By Dennis Tubbergen | May 24, 2022 | 0 Comments

        Stocks continued their losing ways last week.  The major stock market indices are now in a bear market officially.         Stocks are following the script from 2018, the Fed tightens, and stocks fall.         The big question here is whether the fed stays the course and continues to tighten.  Count me among the doubters. … Continue reading “Fed Revelations”

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An Inevitable Outcome

By Dennis Tubbergen | May 16, 2022 | 0 Comments

          Last week, I discussed that stagflation was the most likely immediate economic outcome in my view.           Just in case you missed last week’s post, stagflation is defined as price inflation combined with a shrinking economy.           Ultimately though, I believe we will see a very painful deflationary environment that may rival the 1930s.  … Continue reading “An Inevitable Outcome”

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Possible Economic Outcomes

By Dennis Tubbergen | May 9, 2022 | 0 Comments

          From where I sit, it seems that stagflation is the most likely economic outcome near term.           Stagflation is defined as inflation combined with economic contraction.           The official inflation rate is 8.5%, but any long-term reader of “Portfolio Watch” knows this official number is highly manipulated.  The actual inflation rate, absent favorable adjustments … Continue reading “Possible Economic Outcomes”

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Has a Stock and Real Estate Price Correction Begun?

By Dennis Tubbergen | May 2, 2022 | 0 Comments

            The premise of my best-selling book “Revenue Sourcing” is that an aspiring retiree needs to plan for one of two economic outcomes, either inflation followed by deflation or just deflation.             As time has evolved, it has become increasingly apparent that we are seeing inflation soon to be followed by deflation.             Deflation occurs … Continue reading “Has a Stock and Real Estate Price Correction Begun?”

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