Other Experts

• GOLD TELLS A SAD STORY OF ASSET DEFLATION IN THE FUTURE By John Dizard The Financial Times  May 22, 2007

• In Praise of Folly by Randall W. Forsyth--- Pinch-hitting for Alen Abelson in the “Up and Down Wall Street” column in the March 19 Barron’s, Forsyth adds his own indictment of the folly of former Fed Chairman Alan Greenspan who among other things helped give birth to the “innovations” that have spawned the beginnings of an historic housing (and broader credit) blow-up.  CHICK HERE to read Forsyth’s piece together with our own comments.

• I.M.F. Gets Bearish on Metals -- This is an editorial by The Northern Miner (its issue dated September 15-21, 2006) concerning a recent International Monetary Fund report that is decidedly downbeat on the long-term trend for certain commodities.  (As always we throw in our two cents at the end-and especially have some things to add on this subject!)

• The World Must Prepare for America’s Recession -- This was a guest editorial in the August 10, 2006 issue of the Financial Times by Nouriel Roubini, Chairman of Roubini Global Economics and a professor of economics at New York University’s Stern School of Business.  This is a spot-on assessment of the coming year or two with which we could scarcely agree more.
• The Fed Difficult Task -- By Martin Feldstein -- Wall Street Journal August 7, 2006
• The New American Cold War  [with Russia] -- by Stephen F. Cohen -- The Nation magazine, July 10, 2006
• America's ominous housing bubble--by Stephen Roach, From The Financial Times
• Reaching Critical Mass--After years in the dumps, uranium prices boom (By Spencer Jakab, from the 8/2/04 issue of Barron's)
   
• Low Rates, High Expectations -- by James Grant:  Here, the Editor of Grant's Interest Rate Observer discusses how the Fed has engendered unprecedented speculation and leverage in the markets and economy; and has thus ironically increased the chances of a future deflation.

  Murenbeeld Still Bullish on Gold -- from The Northern Miner of April 26-May 2, 2004.  Taking issue with the more downbeat assessment offered by Norrish and Naqvi, gold guru Martin Murenbeeld of Victoria, B.C.-based M. Murenbeeld & Associates sees the price of gold continuing to appreciate in the coming years, powered in large part by governments' choosing to reflate their way out of debt.

  Gold:  Challenging Fundamentalism -- By Kevin Norrish and Kamal Naqvi (from the April 12-18, 2004 issue of The Northern Miner.  The writers here look at what they call the "five pillars" of the bullish case for gold--and discuss why gold bulls have become too complacent.

  From Rothscild to Wong -- By Dr. Gary North -- Here's another angle on the exit of the House of Rothschild from gold trading.  (BTW--Gary North writes a free, twice-weekly email letter, which alternates with Bill Bonner's "Daily Reckoning."  Subscribe by sending an email to reality@agora-inc.com)

• The Buck Stops Here – by James Turk, Editor of The Freemarket Gold and Money Report (www.fgmr.com) and the Founder and Managing Director of GoldMoney.com.  – Here, my friend James Turk makes the case in his Founder’s Commentary of April 25 that the 2 ½ month long rally in the U.S. dollar may be over.  To read his commentary, go to:  http://goldmoney.com/en/commentary.php#current

• Rothschild Exit a Knife Through Gold's Heart -- by "Dryblower" (MiningNews.net--April 19, 2004) -- The curmudgeonly columnist from Australia-based minerals web site miningnews.net gives his sobering take on the exit of the House of Rothschild from the gold market after two centuries of a major presence. 

• The Unintended Consequences of Globalization -- by Dan Denning. . .This "take" calls for inflation and deflation at the same time.

• Be Braced for a Bust as Bubbles Look Set to Burst -- by Marc Faber . . .One of the earliest to "call" the decline in the U.S. dollar and surge in commodities now wonders whether the next major event will be a deflationary bust.

• Is Alan Greenspan a Malignant Alien Life Form? -- by Steven LaTulippe:  Has the Fed Chairman really changed his views that much over the last 40 years. . .or is today's Alan Greenspan an imposter?  You'll love this!

• Moose Market -- by Clyde Harrison, Founder of the Rogers Raw Materials Fund:  Here, my friend Clyde Harrison offers his observations and wit on the economy, markets, your money, America -- and life.

• Credit Card Crack -- Journalist Stephen Pizzo, in this item which appeared recently on one of my favorite web sites, TomPaine.com, discusses the reckless and insatiable U.S. consumer.

• Corrupted Thinking in a Money Culture -- by Dr. Kurt Richebacher

• Playing With Our Money -- by David Sirota, Christy Harvey and Judd Legum (for TomPaine.com): Bush's new budget shows that the era of fiscal responsibility is over.       Go to -- www.tompaine.com/feature2.cfm/ID/9878

• “Regardless of Commitment Level, No One Disputes that Gold Is a Good Investment”--By: Alexander B. Korelin--(posted October 17, 2003)       

• A Week With Richebacher in Cannes -- by Jim Willie CB--(Posted October 5, 2003)
  Jim was privileged in August to visit France at the invitation of Kurt Richebacher, one of the world's elder statesmen among economists, author, and well-known writer of The Richebacher Letter.  Jim recounts several days spent with this sage as they talk about U.S. and world economics and more--simply fascinating reading, making me wish I could have been there myself!

• Dragon at the Back Door -- by Jim Willie, CB--(posted October 5, 2003)
  Here's the latest item by Jim, going into his usual extraordinary detail in discussing the ramifications of the U.S.--as I put it in my September issue--being "joined at the hip" with China.  What's soon to come is MUCH different from the shills on financial TV are telling you!

• RIVERSIDE CONVERSATIONS

• Japan, Argentina, Weimar or Muddle? -- by Jim Willie CB--As far back as 1997, I was telling folks that when the stock market bubble eventually got to the point where it couldn't be inflated further, the U.S. would face a multi-year, Japan-style "retrenchment."  We've indeed started down that same road, and in ways eerily similar to the Land of the Rising Sun.  HOWEVER, there are key differences between our two nations' sets of circumstances; and I've yet to read a more provocative piece detailing them than the following by "Jim Willie CB," a pseudonym for one clearly bright guy.

• The Federal Debt Spiral--by Congressman Ron Paul, M.D. (R-TX)

• The Perils of Deflation--By Dr. Hans Sennholz

• A Bear Case Overview--(Here, my good friend Bill Fox goes into considerable detail to explain how the outlook for the US economy is still murky at best.)

• The Rotten Fruits Of America's Strong Dollar Policy--Marshall Auerback

• Act III--by Bill Bonner, The Daily Reckoning
  

• The Fed's Prescription for Disaster--An interview with Frank Shostak

• President George W. Bush"s "budget accomplishments"

• "The End of Empire"--by William Greider

• The Embry Report--You didn’t hear about this on the national news, CNBC, or in your local newspaper; but this Spring, a well-regarded money manager issued a stunning report on the gold market that is a MUST READ!
  

• Straight Talk on Mining--by Keith Barron, Ph.D.
  (NOTE:  This guest item was included in the April, 2002 issue of The National Investor.  In it, Keith Barron lays the groundwork for what could be the next big phase of gold's new bull market)

• The Deflation Monster--By Jude Wanniski, posted November 12, 2001 http://www.gilder.com/AmericanSpectatorArticles/Deflation.htm

• Free Trade is Not Free, Mr. President--By Patrick J. Buchanan--May, 2001, http://www.theamericancause.org/freetrade.htm (posted Sept 10, 2001)

• A Poor Understanding Of Where The World Is Heading--By Charley Reese 7-19-01--(posted August 20, 2001) http://www.sightings.com/general12/headn.htm (©2001 Orlando Sentinel,  http://orlandosentinel.com)

• An Analyst's View: It's a Mistake to Depend on Foreign Farm Labor--By Mark Krikorian, The Idaho Statesman, Sunday, July 22, 2001 (posted August 20, 2001) http://www.idahostatesman.com/news/daily/20010722/Editorials/139874.shtml

• The Principal of Need--By Llewellyn H. Rockwell, Jr., http://www.lewrockwell.com/rockwell/need.html, March 2, 2001 (posted July 2, 2001)

• The End of Paleoconservatism--By James Lubinskas, FrontPageMagazine.com, November 30, 2000 (posted June 13, 2001)

• A Surprising Quiz: Bush's First 100 Days--By Steve Dasbach, posted June 5, 2001

• Imperial Pretensions--By Doug McIntosh, May 28, 2001 (posted on June 5, 2001)

• The Gold Game: Reasons for the Short Squeeze--By Don Luskin (as appeared on TheStreet.com--May 21, 2001)

• An Unlikely Conspiracy, An Entirely Likely Swindle--By Doug Casey-- http://www.dailyreckoning.com, May 16, 2001

• "The Fed, The Fed, The Fed"--By Professor Hans F. Sennholz (also included in the April 2001 issue)

• These Are Conservatives?--By Chuck Baldwin, February 16, 2001 (posted on March 15, 2001)

• Why The War On Money Laundering Should Be Aborted--Presentation by Richard W. Rahn at the conference: Financial Cryptography 2001, February 20, 2001

• Transformation of American Opinion--By Lew Rockwell--Turn off the electronic toilet (TV), grab your favorite beverage and absorb this exceptional assesment of America past, present and future by the founder and president of The Ludwig von Mises Institute.

• How Adam Smith Would Handle China--by Patrick Buchanan

• Oliver North on "The Global New Deal"

• David Korten on "The Betrayal of Adam Smith"

• Replacing the Vacuum in International Economic Policy--By David Malpass--Bear, Stearns & Co.

• "The Search for Global Monetary Order"--Editor Chris Temple's summation of a recent CATO Institute confab--following this is Harmoney.com: The New Bretton Woods, by Judy Shelton

• What Works Now?--Today's Stock Market Really Is Different--By Jerry Helzner
  Though this article by Mr. Helzner is going on four years old, it remains one of the best private explanations I’ve read as to why the market has not only become more volatile in recent years, but has also truly taken on a new identity. I have referred to it often as one of the better explanations as to why market moves that used to take weeks or months now take days--or even hours.

to Home