page-loading-spinner

bonds

by Gregor Macdonald

Executive Summary

  • Japan is intentionally devaluing its currency through money printing. The recent boost in the Nikkei is simply the result of this flood of new money.
  • Japan industry is now experiencing cost increases on two fronts: inflation of the money supply, and rising prices on the global market for commodities.
  • Rising bond rates are all but guaranteed.
  • Gold vs. the yen is surging and will pick up momentum from here
  • The ten predictable events that will happen next, as the unavoidable Japan disaster unfolds

If you have not yet read Part I: The Arrival of Japan's Sunset available free to all readers, please click here to read it first.

In Part II we explain why Japan has unequivocally entered the terminal phase of its 20-year reflationary experiment.

Further “abundance” harvesting from this point forward will be difficult if not impossible.

Is the devaluation of the yen really the successful technology that will fool nature? We think not. The outcome will have spectacular implications for many global assets, ranging from real estate, to stock markets, to oil and gold.

Observers of Japan from this point forward should be sober about the threshold the country has now crossed. Japan has effectively said to the world: Go ahead, make my day. Sell our currency, give us inflation, and get out of our bonds.

Japan has indeed taken to heart the Krugman dictum, and committed to irresponsibility.

The 10 Next Predictable Steps to Japan’s Unfolding Disaster
PREVIEW by Gregor Macdonald

Executive Summary

  • Japan is intentionally devaluing its currency through money printing. The recent boost in the Nikkei is simply the result of this flood of new money.
  • Japan industry is now experiencing cost increases on two fronts: inflation of the money supply, and rising prices on the global market for commodities.
  • Rising bond rates are all but guaranteed.
  • Gold vs. the yen is surging and will pick up momentum from here
  • The ten predictable events that will happen next, as the unavoidable Japan disaster unfolds

If you have not yet read Part I: The Arrival of Japan's Sunset available free to all readers, please click here to read it first.

In Part II we explain why Japan has unequivocally entered the terminal phase of its 20-year reflationary experiment.

Further “abundance” harvesting from this point forward will be difficult if not impossible.

Is the devaluation of the yen really the successful technology that will fool nature? We think not. The outcome will have spectacular implications for many global assets, ranging from real estate, to stock markets, to oil and gold.

Observers of Japan from this point forward should be sober about the threshold the country has now crossed. Japan has effectively said to the world: Go ahead, make my day. Sell our currency, give us inflation, and get out of our bonds.

Japan has indeed taken to heart the Krugman dictum, and committed to irresponsibility.

by Adam Taggart

If you have money in the financial system (stocks, bonds, retirement funds, etc.) and you share the same skepticism most of our readers have about the markets' future stability, how should you invest those funds?

Most of the folks who inquire about our endorsed financial advisers are far more interested in preserving the purchasing power of their wealth vs. aggressively trying to beat the market average each year. But how exactly does one do that?

In this week's podcast, Chris sits down again with Mike Preston and John Llodra to discuss risk-managed investing.

Ask the Adviser: Risk-Managed Investing
by Adam Taggart

If you have money in the financial system (stocks, bonds, retirement funds, etc.) and you share the same skepticism most of our readers have about the markets' future stability, how should you invest those funds?

Most of the folks who inquire about our endorsed financial advisers are far more interested in preserving the purchasing power of their wealth vs. aggressively trying to beat the market average each year. But how exactly does one do that?

In this week's podcast, Chris sits down again with Mike Preston and John Llodra to discuss risk-managed investing.

by David Collum

In the Big Rock Candy Mountains,
The jails are made of tin.
And you can walk right out again,
As soon as you are in.

Fresh from releasing his exhaustive and excellent Year In Review last week, Dave Collum sits down with Chris to discuss the key developments of 2012 in detail.

David Collum: We’re Headed for a Showdown
by David Collum

In the Big Rock Candy Mountains,
The jails are made of tin.
And you can walk right out again,
As soon as you are in.

Fresh from releasing his exhaustive and excellent Year In Review last week, Dave Collum sits down with Chris to discuss the key developments of 2012 in detail.

Total 133 items