Some comments by John Mauldin towards the bottom of a recent article reflect popular opinions about money that can be summarised as: "a growing economy needs a growing money supply" and "there isn't enough gold in the world for gold to be...
As long as a market is in a strong rising trend almost any bullish argument could appear to have a ring of truth about it, even a completely baseless one. A case in point is the deluge of baseless, bullish-slanted US$ analyses prompted by...
On the US monetary inflation front, the news is that there isn't much in the way of news. As depicted below, the year-over-year rate of TMS (True Money Supply) growth hit a 5-year low of around 7% at the end of last year and has since...
Although the year-over-year rate of growth in US True Money Supply (TMS) is still high by historical standards, the following chart shows that it has just dropped to its lowest level since late-2008.However, it is more likely to rise than...
Many investors pigeon-hole themselves as "inflationists" or "deflationists", where an inflationist is someone who expects more inflation over the years immediately ahead and a deflationist is someone who expects deflation. They then latch...
Gold tends to out-perform silver during those periods when confidence in the US$ is falling and/or the US economy is weak. When the US$ is strengthening and/or the prospects for the US economy look bright, silver tends to out-perform gold...
The DollarA popular argument these days is that the US$ will not drop any further because the stock markets of Europe are even weaker than the US stock market and because the economies of Europe and Japan are even weaker than the US...