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Outside the Box, September 2011

Absolute Zero

September 26, 2011

It was Gary Shilling – way back in the last century – who first woke me up to the real whys and wherefores of deflation, with his 1998 best-seller, Deflation: Why it's coming, whether it's good or bad, and how it will affect your investments, business, and personal affairs. I had read various works on deflation, but nowhere was it put together as well as Gary did it. He followed it up the next year with Deflation: How to survive and thrive in the coming wave of deflation, and in that one he...

Obama’s Dilemma: U.S. Foreign Policy and Electoral Realities

September 22, 2011

Folks, this piece from STRATFOR has compelled me to focus on the US for one more day before I head off to Europe. You've seen the articles and other insights I send on occasion from George Friedman, my friend and prophetic author of The Next 100 Years and The Next Decade, both bestsellers. Well, this article takes the cake. George is the founder of a geopolitical intelligence company called STRATFOR, whose focus is international affairs. But on the rare occasion when domestic politics and...

Res Politica versus Res Economica

September 19, 2011

Today’s Outside the Box is the latest chapter in my ongoing discussion with Dr. Woody Brock on the rationale of the politics of economics. In this essay, Woody explains how political science has taken a back seat to economics, and how to redress the imbalance we find today between what he terms "Res Politica" (the rule of politics) and "Res Economica" (the rule of economics or money). Where the rubber meets the road here is that our important economic decisions are increasingly being made by...

Is the US Monetary System on the Verge of Collapse?

September 12, 2011

This week we take in a piece that is somewhat outside my own box. There are a number of people who feel strongly that the US (and world governments in general) cannot pull out of the downward spiral they are in, that monetary policy is fixed on printing ever more money, and that the problems of fiat currencies are now coming to the fore.

I was interviewed last week by David Galland and Doug Casey of Casey Research. Those of you familiar with them know they (and...

Portfolio: Venezuela’s Search for Economic Security

September 8, 2011

You're familiar with my thoughts on gold: I buy it regularly as insurance, not an investment. Now here's something you didn't expect: I just watched a STRATFOR video and learned that the Venezuelan president, Hugo Chavez, keeps an epic 60 percent of the nation's reserves in gold. Wow. Guess he sees it as insurance as well?



Watch the video. It covers four recent moves by the ailing leader in an attempt to drum up some cash for his social programs, which can only be interpreted as a strategy...

Things That Make You Go Hmmm…

September 5, 2011

I love Grant Williams and his writing in his letter Things That Make You Go Hmmm... And this week's Outside the Box is the first section from his recent post, where he starts with a brief history of Gadhafi and ends up giving us a tutorial on oil pricing. This may be "inside baseball" (too much detail) for some of you; but these details are important, as the very ground of oil pricing is shifting away from the traditional sources. What will the mainstream media do? Wonder when they...