Loading ...Deflation ? : Well Don’t Take My Word for it
Ha….Rambus has the same idea ….But of course he has developed it exponentially more than I ever could.
https://rambus1.com/2019/08/03/weekend-report-commodities-part-1/
Part 2 will be a blockbuster for members only.
One of a kind Analysis . best on the www
Don’t take my word for it
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Still think we have to be careful … deflation for what, oil, natural gas, energy, probably copper … what about grains, soybeans, corn, etc. … what if those rise instead of fall? Again, I point to the Bloomberg Commodity Index which looks much better than the $CRB index. Is the former index more equally weighted across all commodities compared to the latter being heavily weighted towards energy.
Michael Oliver sees inflation coming (per the Bloomberg Index) … Peter Schiff also sees inflation hitting food stores (not necessarily oil) as well as everything begins to unravel from the distorted markets central banks and politicians have provided us.
It appears that your long term chart of Gold to Commodity CRB from 1970 to 2019 sparked an interest in Rambus as well as Spock:
Both posted deflation argument there after. Great!!!
https://spockg.com/2019/08/03/goldcrb/
Thanks Sir Bikoo for sparking this.
Your insights and presentations are very much appreciated by all here I am sure.
Collectively we have THE best analysis on the planet right here in our little tent.
The negative interest rates in Europe suggest that deflation is happening.
Will we see deflation in stock markets and real estate markets?
Lumber prices are down more than 12% from one year ago.
https://markets.businessinsider.com/commodities/lumber-price
Central banks have been accumulating gold at quite a pace recently. The banking sector appears to be under some stress here in Europe. I’m sure these tow facts aren’t unconnected. The chart for copper doesn’t look inspiring, and silver is still struggling to rise fast enough to break support on the Gold/Silver ratio chart. Is silver acting as a commodity ? It seems to be, and until gold gets significantly higher, a lack of demand may prove to be a drag on price. Some complex interaction going on here (as ever), The charts will tell the story though. Lets see if gold in GBP can close over that £1200 barrier this week.