In SeekingAlpha ETFs - Posted 4 days ago

Commodity prices are cracking up left, right and centre. Ospraie - one of the stars of the commodity hedge funds - has blown up. The speed at which th...

Tags: bonds commodity deflation inflation

In Digital Rules by Rich Karlgaard - Posted 5 days ago

At $105 a barrel, are you a buyer or a seller?In August 2007, oil hovered in the $70 range. During the next 11 months, the price more than doubled to ...

Tags: deflation economy inflation

In SeekingAlpha ETFs - Posted 1 week ago

FuelCell Energy (FCEL) fell 13% (and counting) yesterday on news that its loss widened in the third quarter (see earnings call transcript). But FuelCe...

Tags: alternative energy deflation earnings fuel cell tax

In Economist's View - Posted 2 weeks ago

Tim Duy says the economy will need to shift clearly in one direction or another deflation or inflation to drive any change in rate policy :Th...

Tags: bernanke central bank commodities commodity core inflation deflation economy fed fed funds federal reserve fomc inflation oil the fed

In SeekingAlpha Gold Stocks - Posted 3 weeks ago

What's happening with gold should be no real surprise. Although I have stated many times that gold is money and gold should do well in deflation, and ...

Tags: deflation gold silver

In Economist's View - Posted 3 weeks ago

Benign Deflation in a New Keynesian Model - Macro and Other Market Musings Why inflation? - InterfluidityHope behind this statute - The Edge of the Am...

Tags: deflation economics federal reserve inflation

In Economist's View - Posted 4 weeks ago

Martin Feldstein says there are good reasons for the difference in monetary policy between the Fed and the ECB, the most important being that unions a...

Tags: central bank deflation economy fed federal reserve inflation interest rates money supply output taxes the fed

In Economist's View - Posted 4 weeks ago

Larry Summers on the crucial questions for American economic policy :The Big Freeze part 4: How to build a US recovery, by Larry Summers, FT: Macroec...

Tags: central bank commodity deflation economic policy economy futures inflation stagflation

In Big Picture - Posted 5 weeks ago

Words from the (investment) wise for the week that was (July 28 August 3, 2008)As oil prices seesawed through the past week, fresh uncertainty abo...

Tags: beige book beijing bonds budget central bank china chinese commodities commodity crude data deficit deflation economic data economics

In SeekingAlpha Gold Stocks - Posted 5 weeks ago

The Gold Oil Ratio [GOR] had been in a bottoming stance since May (see Gold-Oil Ratio: Bottoming) and that bottoming stance - ...

Tags: deflation gold inflation markets

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