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Random thoughts about the year ahead
The monetary backdrop continues to be very different in the US today than it was in earlier post-bubble periods.
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The monetary backdrop continues to be very different in the US today than it was in earlier post-bubble periods.
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The following is excerpted from a commentary originally posted at www.speculative-investor.com on 23rd September 2012.
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The following is excerpted from a commentary originally posted at www.speculative-investor.com on 19th August 2012.
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The trade deficit widened unexpectedly this month after the dollar reached extremely oversold levels, which was quite surprising to Wall Street. Usually, a weaker dollar should lead to an increase of exports of U.S. goods; however, the exact opposite occurred. This further signifies the global economic slow down despite record government stimulus, a devalued dollar … Continue reading