Posts Taged debt

The Global Public Debt Crisis

At the risk of sounding like the proverbial broken record, the current GFC (global financial crisis) is the predictable result of a great debt super-cycle popping, beginning as early as 2000, but finally manifesting with certainty and very badly in 2008. And it continues to this day with no real resolution by TPTB (the powers […]

Read More

Some Musings on a QE3 World

Executive Summary: The battle between deflation and inflation endures – we believe it is prudent to position for asset deflation and currency inflation. Stock markets have been significantly impacted by QE and remain generally overvalued and dangerous – we believe it is prudent to continue to underweight our stock market exposure. The Details: Regarding the […]

Read More

An update on the debt crisis – Has anything changed?

We’ve been watching some dramatic moves in gold and the mining stocks lately… but since their May 16th lows, they’re up 5% and 24.5% respectively (Gold Bullion & XGD.TO Global Gold Miners Index 2012 – return as at June 29th, 2012 – Source: TMX Powerstream). As we’ve told many of you in our meetings, the […]

Read More

De-Levering: Countries around the world will be forced to shed debt

In a debt (leverage) saturated world de-levering cannot be stopped. At the same time, you are counting on Fraser Vandermeer to deliver on returns that are required in a sometimes deflationary and other times inflationary, slow growth world. As we survey the global debt crisis and the sideways moving stock markets, we realize investors are […]

Read More

Market News June 23, 2011

Chris Martenson is a US-based columnist whose site ChrisMartenson.com is a must-have in the education and equipping that will help us navigate through the current world economic malaise. We enclosed some of Chris’s commentary and four exhibits, as in this case, a picture is indeed worth a thousand words! There’s a lot going on in […]

Read More