I’ve been in South America this week, speaking nine times in five days, interspersed with lots of meetings. The conversation kept coming back to the prospects for the dollar, but I was just as

This week, Pete Schiff discussed what instances homes are investments, when they're speculation, and when they're just a place to live. And I agree with Schiff that for most people who own and live i

What’s a Fed to do? We get talk about tightening and taking away the easy credit, but we got the fourth largest monetization on record last week. This week we examine the elements of deflation,

Just as water is formed by the basic elements hydrogen and oxygen, deflation has its own fundamental components. Last week we started exploring those elements, and this week we continue. I feel that

In response to Misguided Worries About Inflation, I received an email from a reader telling me: "The deflation metaphor is not playing out. Every month the things I consume go up in price."

1) Agreeing to Disagree About Inflation, DeflationZimbabwe. Wheelbarrows full of dollars. Hyperinflation. Barely a day goes by without someone warning me of the hyperinflationary collapse hanging ove

Investors’ mood benefited last week from the potentially positive implications for the global economy emanating from the London G20 meeting and the decision by the Financial Accounting Sta

Equity markets had their biggest rally this year after Federal Reserve Chairman Ben Bernanke outlined steps to fix the banking industry in a morning address. His remarks, delivered to the Counci

What a day it was for the market. Turnaround Tuesday definitely lived up to the hype.Citigroup (C) came out and said they had 2 profitable quarters through the first 3 months of this year; all the ba

The stock market is on a tear this morning on the heels of a statement by CEO Vikram Pandit that Citigroup (C) has a profit for the first 2 months of 2009. In a letter sent to employees Monday,