financial reality

Separating fact from fiction in finance and economics


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  • InLibrisLibertas
    Location : Mill Valley, California, United States

    I'm an independent investor. I make my living from the returns on my investments. I work at home, in the northern part of the San Francisco Bay area. I spent most of my career as an executive in high-tech, although I also spent time in banking. Down to one kid in university now!

Are We There Yet?

August 12th, 2008 by reality

There are strong deflationary pressures out there:

  • Rising unemployment
  • Slowing consumer spending
  • A credit crunch and associated deleveraging
  • Falling real estate prices

It seems these are now being joined by falling commodity prices. This most recent bubble seems to have kept things going despite the other pressures. Is there another waiting in the wings, or do we finally get to the big D for deflation? Or are we going to see the last bubble in stocks, as in 1929?

Posted in Commodities, Energy, Inflation & The Dollar, Real Estate, Stocks, Strategy & Scenarios |

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