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The threat of inflation

The collapse of the dollar and US bonds?

Million mark bills used as a notepad (Germany 1923)

The supremacy of the US dollar is not yet dead, but portents of a fatal cancer — inflation — are there for all to see.

The extreme, profligate spending of the Obama administration, combined with populist, irresponsible bank lending policies promoted by Barney Frank and Chris Dodd, portend rising interest rates, the collapse of the bond market, and the end of dollar supremacy.

Furthermore, a large part of the American electorate doesn’t understand or is unaware of what lies ahead.

Featured articles on inside pages

Stock buybacks

The Stock Buyback Era evaluated

The buyback era began when the SEC allowed issuers to manipulate prices to give value to executive options. Stock buybacks since 1982, in 2008 dollars, total $5.77 trillion. More ...

Securities Analysis

Crowd sourcing investment research

Free, easily available investment information is largely unexploited. This is because there is too much of it. Information, to be useful, must be processed. This processing has a time cost. This article describes how new technology allows securities research to evolve beyond the industrial techniques of the 20th century.
More ...

US Politics

America grows with legal immigration

Legal immigration has resulted in solid growth of the US population, despite declining birth rates and an increasing number of old people. This is good news for investors in stocks and real estate. Illegal immigration appears to be less than 5% of legal immigration, and legal immigration is at an all time high.
More ...

US equities

GAO pooh-poohs a Boomer bust

In 2006, the GAO issued a report saying that the retirement of the Baby Boomers should not have a negative effect on stock prices. This article reviews the GAO reasoning and concludes that the conclusion is not credible. More ...

US Bonds

The collapse of the dollar and US bonds?

The extreme spending of the Obama government, combined with irresponsible bank lending policies promoted by Barney Frank and Chris Dodd, portend rising interest rates, the collapse of the bond market, and the end of dollar supremacy. More ...

World Economy

Signs of US losing its groove?

Thirty years ago, US income from abroad was more than double the amount of income that the US paid to the rest of the world. This year, or the next, this foreign income surplus may disappear forever. Is the US 'losing its groove'? More ...

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Capital Flow Watch has hundreds of articles on economics and investments.

Articles have excerpts on the front pages, and on tag, category, search and archive pages.


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Article Calendar

March 2009
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Stock Quotes

DJIA11428.56  chart +0.16%
NASDAQ2624.91  chart -0.48%
S&P 5001240.46  chart +0.00%

Ftse 1005860.75  chart +0.82%
Dax7029.39  chart +0.33%
Cac 403892.44  chart +0.91%

Nikkei 22510293.97  chart +0.00%
Hang Seng Index23358.78  chart +0.18%
Straits Times Ind3178.41  chart -0.12%

Eur To Usd1.34  chartN/A
Usd To Jpy83.47  chartN/A
Gbp To Usd1.59  chartN/A

2010-12-13 16:03