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The Room – 05/22/2009

A dose of sanity returned to the markets this week, starting with cracks beginning to show in the U.S. dollar. Consequently gold, the not-so-barbaric relic, seems to be attracting an awful lot of attention. Instead of falling, as so many pundits have been predicting it should, it has begun to string together a number of impressive up days. Another run at $1,000 in the weeks just ahead is not out of the question.

Also this week, the U.S. stock market hit a pothole on the road to Happy Days Again, helped along, apparently, by massive selling by corporate insiders......

Published 05-22-2009 12:57 PM by David Galland

Filed under: Government, Gold, Casey Research, Goverment Debt, Afghanistan, Cap-and-Trade, Global Warming, CSI, Bond Rating, United Kingdom, Credit Rating

The Room – 03/20/2009

I worry I shall disappoint you today. After all, how can mere words, pecked out awkwardly on a shaky airplane table, adequately communicate all that has occurred this week?

As regular readers may guess, the plane I am on is taking me to Las Vegas for our sold-out Crisis & Opportunity Summit. While the event was deliberately scheduled to give the Obama administration an opportunity to reveal its cards after having been handed Bush's busted hand, the timing has turned out to be especially propitious, coming as it is at the end of a week that seems to be of some historic significance.

Of course, we wish you were joining us here in Las Vegas -- if you aren't -- but as your correspondent, I will certainly include notes from the event in next week's missive. But that is then, and this is now.

And now, everything is going to hell....

Published 03-20-2009 10:36 PM by David Galland

Filed under: Credit Crisis, Politics, Gold, China, David Galland, Obama, Goverment Debt, AIG, Protectionism, Tax Policy, Mexico, International Monetary Fund, Cap-and-Trade, Global Quantitative Easing, NAFTA, TALF, TIC Report, TIC Flow, Global Warming

The Room – 03/06/2009

Of late, it seems as though I have gotten sideways with the technology deities. First, as reported recently, was my accidental deletion of an hour-and-a-half recorded interview with trading gurus Dave Hightower and Terry Roggensack. Then, yesterday, while waiting to put in a phone appearance on the U.S. Global Funds Webinar that many of you sat in on, I carefully put my speaker phone on mute (you can tell it's on because the button lights up) and set about trying to wolf down a chicken salad sandwich before it became my turn to talk. This led to being reminded of several of life's little lessons. Including....

Published 03-06-2009 11:22 AM by David Galland

Filed under: Government, Obama, The Casey Report, Goverment Debt, Taxes, Bad Bank, Kindle, Technology

The Room – 02/27/2009

This morning, as I was looking over dispatches from correspondents around the world -- from Ed in Alberta… Sadia in the UK… Baldy in Indonesia… the 'General' in Portugal...and Nitin in Katmandu -- I began to appreciate what it must have been like to be on the news desk during World War II. I am trying not to be overly pessimistic, but there’s no denying the mass of bad news coming to us from all fronts: the forces of collectivism are using the cover of the crisis they largely created, aided and abetted by capitalism’s quislings, to roll over the individual. Even so, contained within the dire reportage is also some very good news for you personally, and I’ll touch on that as well in today’s missive....

Published 02-27-2009 2:07 PM by David Galland

Filed under: Politics, Government, The Fed, Economic Forecast, Obama, The Casey Report, Goverment Debt, Taxes, Unions, State Sovereignty

The World as We See It

4 reasons why this may be the worst crisis since the 1930s - and 4 projections for what's going to happen... I identify the foundational forces now driving our economy to establish a basis for the investment recommendations you'll read in this advisory in the months to come. The role of the U.S. as the world's dominant economic superpower is now challenged by an out-of-control growth in debt and a deterioration in its reputation as a financial haven. The dollar is losing its special status as the global "reserve currency," is leading, in turn, to higher inflation, higher interest rates, weakening financial assets (stocks and bonds) and runaway prices for commodities. Let the data and let them speak for themselves, with some interpretation along the way....

Published 09-04-2008 11:51 AM by David Galland

Filed under: Oil, Economic Forecast, Goverment Debt, Trade Deficit, Deficit, GDP

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