Friday, 5 June 2009


Prudent Bear



Quotable

“I am 100 percent sure that the U.S. will go into hyperinflation. The problem with government debt growing so much is that when the time will come and the Fed should increase interest rates, they will be very reluctant to do so and so inflation will start to accelerate.”  Mark Faber, quoted by Bloomberg, May 27, 2009



Commentary

Credit Bubble Bulletin

by Doug Noland | May 29

The Core to Periphery Dynamic

The weak dollar has provided a big global reflation boost.  

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The Bear's Lair

by Martin Hutchinson | Jun 1

Regulatory Roulette

To keep the public blaming Wall Street for their current miseries, the Obama administration has announced that it is reviewing banking regulation, with a view to appointing a single regulator for the financial services industry.

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Featured Commentary

by Lila Manassa, CFA | Jun 3

When it Comes to Gold, It’s About Choosing the Right Companies

The precious metals sector is a useful hedge against a weakening U.S. dollar and irresponsible fiscal and monetary policies, but research is crucial to determining how and what to buy.

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Guest Commentary

by Satyajit Das | May 18

Catastrophic to Awful! - The Banking Spin Cycle

The recent rally in equity markets – the largest for decades – was predicated, in part, on the improving fortune of banks.

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