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INFLATION AND ECONOMICS

By Monty Guild and Tony Danaher, on February 22nd, 2005

INFLATION AND THE FEDERAL RESERVE

The Fed is targeting inflation and starting to become concerned with recent rises in PPI and CPI. They have made it known that they are targeting a CPI rate of 1.5% to 1.75%. Let us hope that they are successful at achieving inflation in this range for many years to come.

Many problems may beset the economy, but few are as insidious as inflation. We should strive to avoid a rise in inflation and in inflationary psychology because such a psychology creates large dislocations in economic activity. Hoarding, shortages and price gouging are just . . .
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SAUDI ARABIA AND RUSSIA FLEX THEIR MUSCLE

By Monty Guild and Tony Danaher, on February 17th, 2005

Hey gang. It’s time for some new input.

SAUDI ARABIA FINALLY GETS SERIOUS

The Saudis are finally getting serious about expanding their reserves. They are doubling the number of active drill rigs in Saudi Arabia from 34 to 70. I guess they have finally, and belatedly become aware of the fact that the events that have driven oil prices higher for the last few years are going to continue. These being the expansion of demand from China and India, and the decrease of exports from Russia, as Russia tries to build an economic base using their energy and adding . . .
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SOCIAL SECURITY REFORM; A LOT OF TALK

By Monty Guild and Tony Danaher, on February 2nd, 2005

SOCIAL SECURITY REFORM

President Bush’s proposed Social Security reforms are probably not going to be implemented at this time. We do not have enough information to be pro or con the issue and our comments are only about its probability of implementation.

Social Security reform proponents want to create an ownership society where the general public would gain more control over, and interest in their retirement investments. Historically, social security has a very low rate of return on contributions. The new proposal would ostensibly have visible and larger returns.

The Pro argument: 1. The plan makes stakeholders more interested . . .
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INFLATION AND ECONOMICS

SAUDI ARABIA AND RUSSIA FLEX THEIR MUSCLE

SOCIAL SECURITY REFORM; A LOT OF TALK

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY SIGN UP BELOW

Search

INFLATION AND ECONOMICS

SAUDI ARABIA AND RUSSIA FLEX THEIR MUSCLE

SOCIAL SECURITY REFORM; A LOT OF TALK

SUBSCRIBE TO OUR FREE WEEKLY GLOBAL MARKET COMMENTARY
SIGN UP BELOW