Research & Commentary

Forget inflation. The next big monetary event will be deflation, despite unprecedented stimulus programs from central banks around the globe. Right now, an elevated social mood is holding back deflation’s full force, but evidence of a worldwide contractionary mindset is already being felt in a wide swath of business sectors. Global bond defaults are rising […]

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In this new interview with Brian Whitmer, the editor of Elliott Wave International’s European Financial Forecast, he stresses that investors are in a risk-on mindset, something we’ve seen “time and time again.” Get free email updates as soon as new research and commentary is available from Deflation.com. Plus, instantly download your free 85-page Guide to […]

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A reporter asked us about the prospects of the stock market if the Fed raises the Fed Funds rate, since at the time there was a strong possibility of a rise in the rate to around 25 basis points. We explained that, in our opinion, the ending of the ZIRP (Zero Interest Rate Policy) and […]

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In the first five months of 2012, there were twenty times as many Google searches on “inflation” as there were on “deflation.” This is down from a ratio of fifty times in June 2008. If any theme has been overdone over the past six years, it is the theme of inevitable inflation if not hyperinflation. […]

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Many sophisticated institutional investors are in a camp that believes the Fed is behind the curve and if they don’t raise rates soon we will have a high probability of entering a period of either bad inflation, or possibly even hyper-inflation. Other camps are supportive of the Fed’s policies in varying degrees. The example used […]

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We, at Comstock, believe as the Fed tightens by ending Quantitative Easing 3 (QE-3) this month, and plans on raising rates next year, that the stock market will not do well and may wind up crashing. Logic tells us that the Fed’s reduction in interest rates, and three QE programs of buying Treasury Bonds and […]

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