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The Vulnerability of Private Wealth to Government Financial Stress
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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
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VIDEO - Texas Financial Market Roundtable 2012
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Roadblocks to Recovery an Interview with Dr. Lacy Hunt
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Frank Beck on Investing in Uncertain Times
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The Vulnerability of Private Wealth to Government Financial Stress
Search Results for: economic news
Warren Buffet and the New Calculus of Gold
There has long been a disconnect between gold and institutional investors. The instincts of these managers of large sums are typically tied to the generation of cash flows to feed the monster — that is, the institution’s cash flow needs. … Continue reading
Posted in The Spellman Report
Tagged BRK.B, BRKA, Collateral fails, Debt crisis, Default hedge, Fiat money, financial crisis, GLD, Gold, Gold asset class, Gold bonds, Gold prices, Gold Standard, Inflation hedge, Money, Reserve currency, Scarce collateral, Store of value, Warren Buffett, Warren Buffett and gold
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2012: Off to a Good Start; More to Come
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
Financial Repression: The Unintended Consequences of Saving the Sovereign
What’s new has often been lived before, but sometimes it’s not pretty. Presumably that’s what Clarence Darrow meant when he said, “History repeats itself, and that’s one of the things that’s wrong with history.” It is becoming increasingly clear that … Continue reading
Why These People Are Smiling: Is There No Atlantic Wall of Financial Protection for the U.S.?
We had some more fancy footwork and relieved smiles from Angela Merkel and Nicolas Sarkozy this past week. The reason for the smiles is not that the Euro debt crisis has been resolved, but they believe they have found a … Continue reading
From the White Horse to the Black Robe: The Fed as the Fifth Estate of Government
At the Fed’s humble beginning almost a century ago, its designated role was to dispatch a cash-bearing armored car to a member commercial bank whose depositors had lost confidence and were in line at the door to exchange their deposits … Continue reading
Posted in The Spellman Report
Tagged economy, federal reserver
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Market View: March 2011
With recent volatility, I think a note on basic investing is valuable. First, markets move both up & down. Don’t get too elated when they make big moves up or too anxious when they make a big move down. Ask … Continue reading
Posted in Investment Perspectives
Tagged Mid-east turmoil, yuan to dollar
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2011, What’s in Store…
Happy New Year and may 2011 investing be as profitable as 2010 which saw our accounts quadruple the returns of the World Stock index and double the U.S. markets, which were the best in the world last year. As we enter 2011 we can expect a mixed bag of opportunities and challenges. Continue reading
Posted in Investment Perspectives
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On the Ratio of Rich to Poor Uncles
Once again the fragility of the European PIIGS sovereign risk is findings its way back into the news which is another problem the global economic and financial community would like to be without. The pricing of Greece’s sovereign debt has … Continue reading
Posted in The Spellman Report
Tagged bank insolvencies, Contagion, Debt Satiation, government debt multiplier, Greek Debt, kicking the can down the road, Poor Uncles, Rich Uncles, Rule of Law, Sovereign Default
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About
In today’s unique macro financial environment, The Spellman Report analyzes the intersection of where the economy, economic policy and financial markets meet. The state of the economy, the policies pursued and their effects on financial market pricing no longer conforms … Continue reading
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US Sovereign Risk: Why the Financial Market Supports Treasuries Despite the Risk
Given the debt accumulations projections from Sovereign Risk Part 2 it raises the question of why is it possible that the market is willing to accumulating Treasuries on such favorable terms. As a value proposition Treasuries and the US dollar … Continue reading
Posted in The Spellman Report
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