Tag Archives: Investments

The Stock Market, QE3 and Voodoo Finance

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As we look across the economic landscape there is an abundance of reason to anticipate a global economic slowdown. It is already well in the works as reflected in anticipatory data. It would not be a garden-variety recession emanating from … Continue reading

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Preserving the Debt: The Helium Express

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How much country debt is too much? This is an issue of relativity. In this case relativity depends on the income flows from which debt service can be paid. Whether the debt belongs to the consumer or the government, the … Continue reading

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2012: Off to a Good Start; More to Come

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Contact Beck Capital Investments In December, when my 2012 view became positive, I questioned whether I was misinterpreting the value of the LTRO and the Chinese reduction in their Bank Reserve Requirements, as I appeared to be alone in my … Continue reading

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How Monetization Happens: Being at the Helm When the Ship Goes Down

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The consequences of excess debt are now facing the leaders of Europe head on, and a monumental decision must be made whether explicitly or implicitly. Excess debt leads to a long chain of D words: Deleveraging in an attempt to … Continue reading

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The Dumpster for Toxic Euro Sovereign Debt

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Some might be wondering why the euro zone rescue focus turned to saving banks as opposed to saving governments.  The reasons are illuminating. Consider the following: When a government has a debt bulge, the debt must be held as someone … Continue reading

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Frank Beck on Investing in Uncertain Times

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Uncharted Waters Ahead Government Debt Options

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Dominos: From Financial Crisis to Economic Crisis to Government Crisis

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The dominos are falling. It’s the modern version of a 1930’s bank run. Since everything is bigger (the leverage) and faster (the computers) these days, so is the downfall in financial prices and institutions. The lead domino is an asset … Continue reading

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Turn Out the Lights, the Party’s Over

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Invitation: Unchartered Waters Ahead:  I will be giving a McCombs Alumni Lecture/Discussion (open to the public) Wednesday, Sept. 14, starting at 7:30 p.m. at the AT&T Conference Center just off campus. The content will be the likelihood and effects of … Continue reading

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A Return to the Grand Tetons: Perspective on the Economic Obstacles Ahead

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Last month, I made a personal odyssey to the Grand Tetons Mountains and Jackson Hole, Wyoming. It’s the place where I discovered the American West while in college. It is a mountain rising abruptly from its flat surroundings (the Hole) … Continue reading

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