What happened to COVID? It has disappeared from the headlines. And Joe Biden says it’s no longer anything to worry about. We didn’t hear him mention terrorists. But they mustn’t be worth worrying about either. Both have been supplanted by the Bugaboo du Jour: Russia, bad; Ukraine, good. And like the two previous crises of the […]
By Bill Bonner,
‘That’s life ‘(That’s life) ‘That’s what all the people say ‘You’re riding high in April, shot down in May ‘But I know I’m gonna change that tune ‘When I’m back on top, back on top in June’ Frank Sinatra, ‘That’s Life’ Ouch! Our small holdings of Russian stocks are down almost 60% so far this […]
By Bill Bonner,
It’s Putin’s fault. Shutdowns were necessary to save lives. Shutdowns caused supply chain disruptions. So COVID — a virus — caused today’s inflation; the feds are blameless. And last week, the Russians invaded Ukraine. So now we have another crisis. We have to keep printing money to fight the Russians and the supply chain disruptions. […]
By Bill Bonner,
‘Live in harmony; enrich the troops; ignore everyone else.’ Emperor Septimius Severus, last words to his sons, Geta and Caracalla As you know, the Fed is caught in an ‘inflate or die’ trap. It either lets inflation rip — with more money printing and ultra-low interest rates — or it crashes the economy with higher […]
By Bill Bonner,
Dear Reader, ‘We’ve been very, very clear that we will not allow inflation to rise above two percent or less.’ Ben Bernanke We should probably be interested in what happens in Ukraine. In the last 30 days, the country has drawn more worldwide interest than it did in the last 2,000 years. And now everybody […]
By Bill Bonner,
Dear Reader, Consumers hate rising prices. Investors hate falling prices. About 90% of the voters want prices to stay steady. But the 10% who will decide the issue want them to go up. Here, we reflect on the fine mess the Fed has gotten us into. Breitbart News: ‘First gas, then heating and now rents. […]
By Bill Bonner,
Dear Reader, We don’t give investment advice in these daily columns. We just try to connect the dots. And one thing we notice is that they form patterns. Hope…despair. Empire…destruction. Summer…winter. Birth…death. Money printing…inflation. One thing follows another, shaped by some age-old template. Looking at the stock market, we see long cycles of boom and […]
By Bill Bonner,
Dear Reader, ‘We shall not cease from exploration ‘And the end of all our exploring ‘Will be to arrive where we started ‘And know the place for the first time.’ TS Eliot, Little Gidding A storm named Eunice hit Ireland over the weekend. Winds of 122mph were recorded in nearby Britain, the fastest ever. Gusts […]
By Bill Bonner,
First, ‘you load 16 tons and whaddya get…?’ We reported last week that inflation is costing the typical household around US$300 a month extra, just to stay in the same place. Where does that money come from? Here’s part of it; Business Insider: ‘Americans have been swiping their credit cards at record speed in the last few […]
By Bill Bonner,
Good ol’ Charlie Munger. Last week, the 98-year-old gave his opinion on the biggest danger facing US democracy. Yahoo! Finance was on the case: ‘Citing examples from the Roman Republic to Adolf Hitler to Latin America, Munger said, “Inflation is a very serious subject, you could argue it is the way democracies die.” ‘He notes that it […]
By Bill Bonner,
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