Puplava: The View from 30,000 feet

[Chomsky]

Pretty interesting discussion of inflation/deflation, stocks/commodities/gold, etc.

http://www.financialsense.com/Market/cpuplava/2008/1015.html

[grapejelly]

Re: Puplava: The View from 30,000 feet

"If I am correct in assuming that we are still in a secular inflationary environment as well as a secular bear market, then the trends in place will continue until roughly 2014-2015. Looking at the 1970s secular inflation episode showed that commodities were not immune to the sell off in the 73-74 bear market, though they outperformed paper assets by a significant margin until the secular inflationary environment peaked later in the decade. We can thus expect hard assets to continue to outperform paper assets once reflation takes hold, while some more pain may still be in the cards in the short run." [bolding mine]

[jimmygu3]

Re: Puplava: The View from 30,000 feet

Pretty interesting discussion of inflation/deflation, stocks/commodities/gold, etc.

http://www.financialsense.com/Market/wrapup.htm

Interesting stuff- thanks for posting! I particularly liked the charts about demographic trends and stocks.

[Chomsky]

Re: Puplava: The View from 30,000 feet

"If I am correct in assuming that we are still in a secular inflationary environment as well as a secular bear market, then the trends in place will continue until roughly 2014-2015. Looking at the 1970s secular inflation episode showed that commodities were not immune to the sell off in the 73-74 bear market, though they outperformed paper assets by a significant margin until the secular inflationary environment peaked later in the decade. We can thus expect hard assets to continue to outperform paper assets once reflation takes hold, while some more pain may still be in the cards in the short run." [bolding mine]

I figured that passage would catch a few iTulipers' eyes.

[labasta]

Re: Puplava: The View from 30,000 feet

"If I am correct in assuming that we are still in a secular inflationary environment as well as a secular bear market, then the trends in place will continue until roughly 2014-2015. Looking at the 1970s secular inflation episode showed that commodities were not immune to the sell off in the 73-74 bear market, though they outperformed paper assets by a significant margin until the secular inflationary environment peaked later in the decade. We can thus expect hard assets to continue to outperform paper assets once reflation takes hold, while some more pain may still be in the cards in the short run." [bolding mine]

That would answer the question as to where capital would go to with regards to capital flight.

Nice find.

[Chris]

Re: Puplava: The View from 30,000 feet

"If I am correct in assuming that we are still in a secular inflationary environment as well as a secular bear market, then the trends in place will continue until roughly 2014-2015. Looking at the 1970s secular inflation episode showed that commodities were not immune to the sell off in the 73-74 bear market, though they outperformed paper assets by a significant margin until the secular inflationary environment peaked later in the decade. We can thus expect hard assets to continue to outperform paper assets once reflation takes hold, while some more pain may still be in the cards in the short run." [bolding mine]

So does that mean they're finally going to stop recommending that people pile into junior miners? hmmm....i doubt it.

[bpr]

Re: Puplava: The View from 30,000 feet

Yeah, thanks for the post. That Japan demographics chart makes me salivate.

Interesting stuff- thanks for posting! I particularly liked the charts about demographic trends and stocks.

[LargoWinch]

Re: Puplava: The View from 30,000 feet

Yeah, thanks for the post. That Japan demographics chart makes me salivate.

the POOM is coming; be patient, like those people playing 2 miles inside the sea on the seabed before the tsunami...

[grapejelly]

Re: Puplava: The View from 30,000 feet

the POOM is coming; be patient, like those people playing 2 miles inside the sea on the seabed before the tsunami...

whatever happened to the shoulders of giants?

[GRG55]

Re: Puplava: The View from 30,000 feet

whatever happened to the shoulders of giants?

Atlas shrugged...

...and Ben and Hank almost fell off.