deflation

Newsfeed: Deflationary Tsunami On Deck: A “Tidal Wave” Of Discounts And Crashing Prices

Newsfeed: Deflationary Tsunami On Deck: A “Tidal Wave” Of Discounts And Crashing Prices

Three weeks ago, we showed readers what happens when the infamous “Bullwhip effect” reversal takes place by presenting the unprecedented surge in the “Inventory to Sales” ratio for a broad range of US retailers covering the furniture, home furnishings and appliances, building materials and garden equipment, and a category known as “other general merchandise,” which includes Walmart and Target. Since then, this ratio has only gotten even more extended, and as shown below it is now at the highest level since the bursting of the dot com bubble!

Bank of America just made the case for real estate …

In this week’s perusal of the news, this headline caught our attention … Bank of America declares the “end of the 60/40” standard portfolio  Market Watch 10/15/19 We know it SEEMS like a pretty benign article … irrelevant to real estate investors. But au contraire mon frère … There’s actually quite a bit of useful intelligence packed …

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10/11/15: Ask The Guys – Markets, Condos, Deflation and the Future of Money

10/11/15: Ask The Guys – Markets, Condos, Deflation and the Future of Money

The future of money, inflation, and deflation are just a few of the recent questions topics we’ve received from you, our listeners. So many great questions piled up in our email grab bag, Walter could barely carry them into the studio.  Of course, Walter’s got those skinny little bird legs… So, let’s dive into your …

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10/20/13: Real Asset Investing – Using Hard Assets to Hedge Against a Falling Dollar

10/20/13: Real Asset Investing – Using Hard Assets to Hedge Against a Falling Dollar

The dollar has been on a steady decline since Nixon took it off the gold standard in 1971.  Since then, the dollar has lost a staggering 80% of its purchasing power.  Ouch. The flip side of a falling dollar is that it takes more of them to buy anything that’s real.  That’s why that gallon …

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2/20/11: The Coming Wave of Inflation – Profiting When the Levee Breaks

2/20/11: The Coming Wave of Inflation – Profiting When the Levee Breaks

Central banks around the world have been pumping “liquidity” into their respective economies since 2008. In the USA, the Fed has gone through two rounds of “Quantitative Easing” (QE1 and QE2) and has been talking about a third.  Meanwhile, the government is piling up debt at a record pace. What does it all mean?  And …

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