Tag Archives: deficit

Global resources boom imminent!

“The global demand for resources is beginning to improve, the Far East is growing again, and over the past years, commodity prices are heading in the right direction – as is to be expected at the start of a global … Continue reading

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US stocks show promise; Canada not so much!

Once (or perhaps I should say “if”) the political bickering about the U.S. deficit is resolved, it should take very little time for the stock market south of the 49th to rally. Fundamentally, things are looking pretty good. As you … Continue reading

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Forget oil, metals, gold – invest in U.S. industry.

I wrote in my posting dated May 17th, entitled Bond rally or feint? Bullish stocks again! the following: “The issue now is does one make decisions based on history or does it make more sense to look through the current ‘correction?’  … Continue reading

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Gold & metals frenzy to bubble; US$ & Housing

 SINGAPORE, April 21 (Reuters) – Golds decade-long bull run could continue in the next four years, though at a slower pace, with positive inflation risks partially cooled by a shift towards more normal economic conditions, analysts polled by Reuters said … Continue reading

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Oil, inflation, the dollar and stock markets

The headline you see here is from 2005.  It appeared at the height of the last frenzy in energy markets, and  I fear we are at that stage again.  Here is a headline (Bloomberg) from today: “Oil increased for the fourth … Continue reading

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Bernanke Blues

Federal Reserve Chairman Ben S. Bernanke said the growing U.S. budget deficit could push borrowing costs higher and curb economic growth. (from Bloomberg News, Mar 1, 2011 11:23 AM). The FED has had the acclerator on full for some time … Continue reading

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