All Posts Tagged With: "stocks"

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Dollar Rally the Sort of Thing that Will Lead to Correction in Gold Price

House prices were up 6.2% in the third quarter over the same time last year, according to data from the Australian Bureau of Statistics. House prices in the capital cities are surging. Stocks are surging. Gold and oil are surging.

November 17th, 2009 | Dan Denning | 3 comments | Continued
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Finding Assets that Out Run Inflation as Bond Yields Move Up

The week began with your editor wondering how the bond market would choke down another $81 billion in U.S. Treasury debt. On Monday, it swallowed $40 billion in three-year notes with gusto, and even belched in satisfaction. Demand, analysts said, hadn’t been that strong since 1990-when the bond vigilantes used the bond market as a weapon to discipline government spending.

November 13th, 2009 | Dan Denning | 6 comments | Continued
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Hidden Inventory of Unsold Houses Will Depress Housing Prices

“Dad, I’ve got a good tenant in there. Besides, it’s not in very good shape. I’d rather sell it than invest more money in it. And there are so many places on the market, I can rent something better…

November 11th, 2009 | Bill Bonner | 0 comments | Continued
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Stocks, Bonds and Economy All Bounce

And if we’re following the Japanese experience, with a long, slow on-again/off-again period of depression, we can expect some quarters of growth, followed by quarters of non-growth.

November 9th, 2009 | Bill Bonner | 0 comments | Continued
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Bankers Betting That the Money Given by Feds Will Be Worth Less Next Year

So far the bet has gone their way. Copper has doubled. Gold is up 20%. Stocks markets all over the world are up 60%. Foreign currencies, too, have beaten the dollar.

October 27th, 2009 | Bill Bonner | 2 comments | Continued
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Dollar is Merely Retreating in Good Order

Remember the famous German general von Kluck, from whom we get the expression, ‘you dumb kluck?’ Von Kluck was chasing the French down the Marne in 1914. Victory looked like it was close at hand. The French were pulling back.

October 22nd, 2009 | Bill Bonner | 39 comments | Continued
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Stocks Better than Bonds When Inflation is a Big Threat

What we make of it is that dividends used to account for a much larger percentage of your total return in stocks than they have in the last twenty years. Times change. There’s no rule that says the future has to be just like the past. But if stocks beat inflation, should you invest in stocks for income or capital appreciation? That’s the second question.

October 19th, 2009 | Dan Denning | 4 comments | Continued
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Warren Buffett: People Do Not Make Money by Betting Against the US Economy

What we saw was an over-stretched empire getting ready to snap. But we were also allowing ourselves to be lazy. Rather than deconstruct the capital structure of the world’s largest economy, we decided to sell the whole damned thing.

October 12th, 2009 | Bill Bonner | 5 comments | Continued
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Aussie Dollar Ready to Storm Past US Dollar

Yesterday’s episode of the Daily Reckoning left off with the question of whether 5,000 was in sight on the ASX 200. The answer today is that it is just over the horizon. The index closed up 2.3% to 4,695. The more investors thought about the recovery/China/demise of the dollar story, the more they liked buying stocks (especially gold stocks).

October 8th, 2009 | Dan Denning | 26 comments | Continued
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Gold Doesn’t Always Need Inflation to Rise

If the feds succeed at inspiring growth without also causing higher levels of inflation, gold will be a bad place for your money – relative to stocks.

September 28th, 2009 | Bill Bonner | 5 comments | Continued
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