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All Posts Tagged With: "credit cycle"

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Bernanke Calls U.S. Economic Recovery “Nascent”

But remember, the central bankers telling us that America’s recovery is “nascent” and that Australia will benefit for many years from a “very big” investment boom in the resources industry are the same blokes who did not give you a single warning about what was coming in 2007 and 2008. Why is that?

February 25th, 2010 | Dan Denning | 18 comments | Continued
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Does the Stock Market Know Something We Don’t?

According to theory, the markets know more than any single investor, analyst or economist. In theory, the markets know everything there is to know.

January 21st, 2010 | Bill Bonner | 1 comment | Continued
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A Funds Industry Built on Turning Debt into an Income Paying Asset

The funding model for the funds industry was seriously strained by the outflows. As we understand it, the funds have three sources of funding: deposits, bank credit facilities, and the mortgage payments it receives from mortgagees (commercial and residential). The bank credit facilities are exercised either to make new mortgage loans or pay out withdrawals that exceed what the fund takes in via mortgage payments.

January 14th, 2010 | Dan Denning | 109 comments | Continued
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A Date for an Aussie House Price Collapse

But we’ve done plenty of homework on the Aussie housing market. We’re either right or we’re wrong. Our forecast is not an option. There is no time decay. True, there may be people out there who are weighing up whether now is a good time to buy a house based on predictions about the direction of prices.

December 2nd, 2009 | Dan Denning | 251 comments | Continued
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What Kind of Investor is Happy to Lose Money Over 90 Days?

But there are some strange and perplexing crumbs to collect from news reports this morning. Yesterday we learned that for the first time in 70 years, yields on 90-day U.S. government securities were briefly negative. Investors – if you can call them that – were happy to loan money to the U.S. government for 90 days – and lose money.

November 25th, 2009 | Dan Denning | 20 comments | Continued
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Should Foreigners Invest in Argentina?

“Much of the world is going through a downswing of the credit cycle. Argentina doesn’t have and didn’t have much credit. So it will be spared the big problems. But it sells farm produce to the rest of the world.

November 16th, 2009 | Bill Bonner | 0 comments | Continued
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Is Gold at $1000 a Bargain…Or a Trap?

Barclays Capital says gold could go to $1,500. We don’t know where they got that number. It could go to $15,000 for all we know.

October 9th, 2009 | Bill Bonner | 4 comments | Continued
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Feds Can’t Cause a Genuine Recovery Simply by Throwing Money into Economy

Meanwhile, the feds are muddying the waters. They’re trying to fool the consumer…to trick him…to make him think that up is down and down is up. They want him to believe that the fat years are coming back…

September 17th, 2009 | Bill Bonner | 3 comments | Continued
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World Economy Has Never Been in a Fix Like This

What we suspect is that the upward trends of the last half a century have now reversed. We’re in a period when the excesses and mistakes of the boom/bubble period must be corrected.

September 1st, 2009 | Bill Bonner | 7 comments | Continued
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We Don’t Gamble on Stocks in a Depression

Sticking with the basics, what we notice is that stocks, bonds and commodities move in broad patterns that last for many years. Not to put too fine a point on it, but they go up and then they go down. Or vice versa. Just looking at the last 50 years, stocks were very expensive in 1966.

August 4th, 2009 | Bill Bonner | 0 comments | Continued
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Is There Any Wonder Americans’ Hate Bankers?

“The watchdog overseeing the federal government financial bailout says the government’s maximum exposure to financial institutions since 2007 could total nearly $24 trillion, or about $80,000 for every American.

July 22nd, 2009 | Bill Bonner | 0 comments | Continued
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Households Expand and Contract With the Credit Cycle

It’s a phenomenon known as household compression. Households expand and contract with the credit cycle…

June 15th, 2009 | Bill Bonner | 1 comment | Continued
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Members of Congress Have the Same Questions As the Rest of Us

We report to you today from the banks of the Potomac. Our old friend, Congressman Ron Paul organized an off-the-record discussion with several other members of Congress. The subject was the financial meltdown…and the bailout. We were there to talk, of course, but we were more interested in listening.

May 25th, 2009 | Bill Bonner | 0 comments | Continued
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Gold Reaches One Month Low

Good news everyone. Gold has reached a one-month low. In fact, February gold futures on Comex fell the most in six weeks. They tumbled four percent on the day, down US$34. This is very good news. It means you will have a chance to buy gold at lower prices before it goes up higher later this year. Much higher, in fact, according to the 2009 forecast made by Diggers and Drillers editor Al Robinson…

January 13th, 2009 | Dan Denning | 11 comments | Continued
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Lending Rates Will Go Up With Inflation

Here in London, inflation is at its highest level in six years. In China, 8% consumer price inflation is spooking the financial authorities. And import prices in the United States jumped 1.8% in April.

May 15th, 2008 | Bill Bonner | 0 comments | Continued
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    Most Comments

    • Australian House Prices Are Severely and Seriously Unaffordable (312)
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    • A Date for an Aussie House Price Collapse (251)
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