February 6, 2011 · 1 comment
in 2011, Africa, Egypt, February, Middle East, collapse, economics, emergencies, emerging markets, food, forecasts, foreign investment, forex, frontier markets, indicators, inflation, infrastructure, market reports, news and updates, politics, unemployment
The other day, a reader reminded me of the post I wrote a year and a half ago on the coming double-digit inflation. More and more, lately in the news we hear snippets about inflation cropping up in the food prices around the world. Yet inflation is still almost taboo to talk about inside the [...]
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The difference between deflation and disinflation is quite important but not one you hear as much about. Yet it is important to not the difference because the two are not quite the same thing at all.
Keep in mind that INFLATION, strictly speaking, is an increase in the money supply (which eventually leads to an increase [...]
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July 13, 2010 · 5 comments
in George Soros, bailout, charity, economics, gifts, philanthropy, stock exchanges, terminology, wealth, wealth transfer
U.S. public discourse especially, particularly during election seasons, as we saw in the primaries leading up to Obama’s election, makes a lot of fuss with the phrase “the redistribution of wealth.”
Those using the phrase seem to intend it to refer to some type of “Robin Hood” scenario, where some guy steals from the rich in order [...]
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I’m sure you’ve heard some version of the phrase “it’s the bottom-line that counts.” The bottom-line refers to what you get to keep of your income after all your expenses and bills are paid.
Earnings and Bottom-Line Growth
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In business terms, the bottom-line represents earnings. Earnings are arguably the ultimate measure of growth of a business because [...]
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March 25, 2010 · 4 comments
in Asia, BRIC, China, GDP, Jim Rogers, currencies, economics, emerging markets, exchange rates, financial planning, foreign investment, international economy, investing, news and updates, world order, world reserve currency
Last week, it wasn’t only Jim Rogers who was suggesting that the Chinese yuan (renminbi) will likely become a major reserve currency, if not eventually the world reserve currency.
Later in the week none other than Goldman Sachs projected that the yuan is set to become a major reserve currency.
There are good reasons for this: number [...]
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January 26, 2010 · 4 comments
in 2010, DJIA, Federal Reserve, Obama Effect, S&P 500, VIX volatility, banks, central banks, earnings, economics, economy, market reports, market trends, news and updates, politics, recession, special dates, stocks
State of the (Economic) Union 2010: is political news now a leading indicator of stock markets?
I can’t remember where I read it recently, perhaps even in the End of Influence, but the consensus among some who know more about it than I do is that stock markets, and most notably the U.S. stock market in [...]
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January 25, 2010 · 5 comments
in Asia, China, G20, Latin America, US economy, capitalism, central banks, economics, economy, emerging markets, foreign investment, future, international economy, politics, preparedness, protectionism, reviews, wealth transfer, world order
As soon as I saw this title on the bookshelf, it caught my eye. Since I’ve been trying to curb my spending, I just skimmed it and put it back. Well, I returned a week later and decided to buy it after skimming it again.
I’m not finished with the book yet (although it’s just a [...]
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