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Posts Tagged ‘cyclical risks’

If Inflation is Dead, Then…

Posted by Larry Doyle on April 26th, 2010 12:17 PM |

Recent reports indicate the dreaded inflation monster has been slayed. Is that truly the case? If the monster has been slayed, is another monster lurking in the weeds, that is the larger monster that embodies economic death known as deflation?

Sense on Cents has debated this topic more than a handful of times over the last year. The mere fact that the topic has been on our front burner is a strong indication that we are not experiencing cyclical developments and changes within our economy, but rather large, structural changes. (more…)

Why Is the Euro Plummeting?

Posted by Larry Doyle on March 25th, 2010 9:38 AM |

The Euro is plummeting in value because of the ongoing fiscal problems in Greece and the recent downgrade of Portugal’s sovereign credit, correct? Well, these are the most recent developments, but the problems go much deeper than that.

Although the very nature of short term mentality in a heavily dominated short term trading environment would point to these problems within Greece and Portugal as the primary reasons for the problems with the Euro, let’s work a little harder and navigate a little deeper.

First off, we need to accept the premise that we are experiencing structural changes in the context of a secular market. Our friends in Washington and on Wall Street (as well as other global financial centers) work very hard to present our current economy and market as possessing merely cyclical risk. Don’t buy it. (more…)

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