http://www.reiznersway.com/articles/ Articles providing investment advice and insight by John Reizner en Copyright 2010 Tue, 02 Jun 2009 11:58:12 -0800 http://www.sixapart.com/movabletype/ http://www.rssboard.org/rss-specification See specific inflation hedge strategies It is widely known that government authorities across the globe are attempting to pump prime their nations' depression-racked economies by printing vast sums of paper money. Some nations, including the United States, are running trillion dollar deficits and will go deeper into debt in future years in order to finance an expansion that may not materialize as planned. If we reach that point where the pump priming from the Fed and the fiscal excess of the government fail to keep the economic shell game going, the financial markets may lose greater confidence in our dollar (the dollar index is currently at 79.19 on June 1, 2009), Treasury bonds and stock market {Dow Futures at 8688 {(though the stock market may move higher as it has exceeded its 200 day moving average: a widely watched indicator)}. ]]> http://www.reiznersway.com/articles/2009/06/more_inflation_beating_strateg.php http://www.reiznersway.com/articles/2009/06/more_inflation_beating_strateg.php Fate of the U.S. Dollar Gold Investing Inflation/Deflation Stock Market Strategies gold market analysis inflation hedge strategies Jim Rogers Warren Buffett Tue, 02 Jun 2009 11:58:12 -0800 Downloadable PDF version of this article The currency markets, like most other financial markets, rise and fall partly based on international confidence in the economies, politics and monetary and taxation policies of the various nations whose paper money is traded through international exchanges. The U.S. dollar enjoys a current status as a reserve currency. The Wikipedia Free Encyclopedia defines a reserve currency as "a currency which is held in significant quantities by many governments and institutions as part of their foreign exchange reserves. It also tends to be the international pricing currency for products traded on a global market, such as oil, gold, etc." ]]> http://www.reiznersway.com/articles/2009/04/the_end_of_the_dollar_as_a_res.php http://www.reiznersway.com/articles/2009/04/the_end_of_the_dollar_as_a_res.php Fate of the U.S. Dollar Inflation/Deflation gold market analysis Milton Friedman reserve currency U.S. dollar Mon, 13 Apr 2009 16:26:48 -0800 Downloadable PDF version of this article The Obama administration may be doing everything in its power to destroy private industry jobs faster than the government can "create" them. The U.S. government itself may be the best growth industry in the U.S. as the government directs taxpayer money into the industries and pet projects of its choice. Normally in capitalist economies, recessions clean out businesses and consumers whose risk-taking did not succeed or who accumulated excessive debt and cannot pay it back. A downturn will then lay down the foundation for healthy growth in the future by rewarding both older and new business success stories and punishing businesses that did not adjust to a dynamically changing economy and therefore failed. This is sometimes a painful process. ]]> http://www.reiznersway.com/articles/2009/03/how_to_invest_in_barack_obamas.php http://www.reiznersway.com/articles/2009/03/how_to_invest_in_barack_obamas.php Politics Stock Market Strategies Barack Obama creative destruction Joseph Schumpeter Fri, 13 Mar 2009 12:29:03 -0800 Downloadable PDF version of this article The gold market in February 2009 is trending up towards its all time high of $1,023 per ounce made on March 18, 2008, after a correction that lasted for seven months. The price of gold in this upward trend may reach as high as $3,700. I conceive that this price move may transpire within the next two years. As bubbles tend to repeat over history, there are a number of markets that can be instructive in determining the dollar amount and duration of a long cycle. ]]> http://www.reiznersway.com/articles/2009/02/why_gold_may_soar_to_3700_soon.php http://www.reiznersway.com/articles/2009/02/why_gold_may_soar_to_3700_soon.php Gold Investing Stock Market Advice gold bubble gold market analysis gold prices Mon, 23 Feb 2009 09:43:51 -0800 Downloadable PDF version of this article In my article, The Credit/Debt Crisis: A Depression Era Stock Market and America's Financial Failure?, published on my website on October 10, 2008, I posited four possible scenarios regarding the outlook for our general economic future. Of those four scenarios, it may be that we are experiencing the most chaotic and potentially destructive scenario, one that may be difficult for many to envisage: That is the third outcome posited in the article: "In this case, the deflationary forces would win the battle against Federal Reserve easing and government action, at least temporarily. In response to a deflationary calamity, the Federal Reserve may run the printing presses until an inflationary recovery could take place. Gold may do well under this chaotic scenario."]]> http://www.reiznersway.com/articles/2009/02/will_the_us_endure_inflation_o.php http://www.reiznersway.com/articles/2009/02/will_the_us_endure_inflation_o.php Inflation/Deflation Stock Market Strategies debt deleveraging deflation Iceland collapse inflation Ken Heebner U.S. dollar Tue, 03 Feb 2009 19:00:05 -0800 Downloadable PDF version of this article What is meant by the terms "real money" or "hard money"? I associate hard money with a gold-backed currency or a consistently well managed paper money standard, both of which can protect the financial system from the many dangers of a fiat, poorly managed paper standard. We know that the main danger of a paper standard is that if too much money is printed, it becomes worth less as the value of the money is inflated away through excess supply. ]]> http://www.reiznersway.com/articles/2009/01/why_our_economy_will_not_prosp.php http://www.reiznersway.com/articles/2009/01/why_our_economy_will_not_prosp.php Gold Investing Inflation/Deflation Stock Market Advice Ben Bernanke David Dreman gold standard inflation inflation hedge Jim Rogers Ken Heebner Paul Volker Tue, 13 Jan 2009 13:23:41 -0800 Downloadable PDF version of this article The stock market erosion that began in the second half of 2008 when the Dow Jones Average was slightly above 13,000, has built into a sharp and nearly relentless stock market collapse from September 2008 forward. The Dow is now trading above 8,000. A popular pundit declared on his widely viewed show on a major financial television network that long term investing is dead. ]]> http://www.reiznersway.com/articles/2008/12/why_long_term_investing_in_the.php http://www.reiznersway.com/articles/2008/12/why_long_term_investing_in_the.php Stock Market Advice Stock Market Strategies long term investing Warren Buffett Mon, 08 Dec 2008 09:08:34 -0800 Downloadable PDF version of this article With the Dow Jones Industrial Average below 9000, we are witnessing an epic battle between the forces of a stock market crash and possible economic deflation, on the one hand, and the might of the Federal Reserve and government, on the other. We face frozen credit markets and a huge debt burden on our citizens and government that has built over decades as both citizens and the federal government have been living beyond their means. The final debt binge led by subprime lending and massive war spending by the government leaves little wiggle room for the consumer and government to bail us out, as happened after the 1987 stock market crash. Deleveraging of the consumer and government debt burden under this scenario may be a painful process.]]> http://www.reiznersway.com/articles/2008/10/the_creditdebt_crisis_a_depres.php http://www.reiznersway.com/articles/2008/10/the_creditdebt_crisis_a_depres.php Stock Market Advice bear market credit crisis deflation inflation stock market crash Fri, 10 Oct 2008 09:16:58 -0800 Downloadable PDF version of this article We have seen the gold price peak at over $1,000 per ounce at the time of the Bear Stearns bailout, and decline into a correction afterwards. I have written on my website in previous articles for many months that I was expecting a temporary pause in the upward progress of the gold and oil markets, and in many other inflation hedge style investments. ]]> http://www.reiznersway.com/articles/2008/09/stocks_gold_oil_the_dollar_and.php http://www.reiznersway.com/articles/2008/09/stocks_gold_oil_the_dollar_and.php Fate of the U.S. Dollar Gold Investing Inflation/Deflation debt deleveraging gold market analysis inflation hedge U.S. dollar decline Tue, 16 Sep 2008 13:50:37 -0800 Downloadable PDF version of this article Americans are known for voting according to the health of their pocketbooks, and this year's election may be no exception. While Ronald Reagan's election in 1980 emerged out of the very noticeable dissatisfaction with the economic policies of the Carter years, Senator Obama may capitalize on similar sentiment among voters today in the race for the Presidency. ]]> http://www.reiznersway.com/articles/2008/07/the_obama_factor_why_his_chang.php http://www.reiznersway.com/articles/2008/07/the_obama_factor_why_his_chang.php Politics Stock Market Advice Barack Obama inflation U.S. dollar Mon, 28 Jul 2008 14:13:06 -0800 Downloadable PDF version of this article I would like to draw your attention to the following web page graph denoting the Presidential futures market vote shares between Democratic and Republican candidates in the upcoming 2008 Presidential Election (as expressed in the Iowa Electronic Markets - a respected election futures market): http://iemweb.biz.uiowa.edu/graphs/graph_Pres08_VS.cfm. This shows a potential Obama victory in the Presidential election, as the Iowa Electronics Markets has a good record at predicting election outcomes. ]]> http://www.reiznersway.com/articles/2008/06/how_obama_may_bomb_the_stock_m.php http://www.reiznersway.com/articles/2008/06/how_obama_may_bomb_the_stock_m.php Inflation/Deflation Politics Stock Market Advice Barack Obama Joseph Schumpeter Thu, 19 Jun 2008 22:16:00 -0800 Downloadable PDF version of this article Sir John Templeton's sentiment that never before in U.S. history has our government and its citizens accumulated the level of financial debt as we have recently was referenced in my February 28th, 2007 article. And it is the citizenry who usually suffers from the eventual debt reckoning, forcing a decline in their living standards, Templeton believes. The last great debt liquidation in the United States happened as the 1930's Depression unfolded. After the stock market Crash of October 1929, the fledgling Federal Reserve shrank the money supply by a third, presumably to fight inflation, only exasperating the severe economic downturn of the 1930's. ]]> http://www.reiznersway.com/articles/2008/05/call_to_the_bernanke_federal_r.php http://www.reiznersway.com/articles/2008/05/call_to_the_bernanke_federal_r.php Stock Market Advice credit crisis debt John Templeton stock market advice Wed, 14 May 2008 14:26:05 -0800 Downloadable PDF version of this article Please see the new updated article: Inflation Hedge Strategies and Thoughts for 2010 and Beyond The inflation that I believe may throttle though our economy in the late 2008-2010 period may not be the first inflationary economy many of us have ever seen. There is widespread commentary these days about the similarities between the stagflation/inflation that transpired in the 1970's, and what may be starting to happen in that manner in 2008 and going forward. There are the behavioral similarities between the 1970's and now: a rising gold price, increasing oil prices, an increase in the rate of inflation in certain commodities such as food, milk, farmland, copper, and a declining dollar (concurrent with a rise in the value of harder money currencies such as the Euro and the Swiss Franc).]]> http://www.reiznersway.com/articles/2008/04/strategies_for_the_coming_infl.php http://www.reiznersway.com/articles/2008/04/strategies_for_the_coming_infl.php Inflation/Deflation Stock Market Strategies 1970's stock market inflation hedge inflation hedge strategies Tue, 01 Apr 2008 15:27:42 -0800 Downloadable PDF version of this article The disinflation we have experienced in our economy from 1982-2007 (until what I call the silent inflation of the last couple years turned into a more evident broader inflation in recent months) has been in my opinion one of the major underpinnings of the long term bull market in equities during much of the former period. This time was punctuated by the 1987 crash and the 2000-2003 post bubble era bear market. In addition, the lower regulation and non interference with the economy ushered in by the Reagan administration over two decades ago created an atmosphere conducive to investing in stocks and bonds - not to mention Paul Volker of the Federal Reserve Board being determined to successfully break the back of the 1970's embedded inflation. ]]> http://www.reiznersway.com/articles/2008/02/stock_prices_and_the_end_of_di.php http://www.reiznersway.com/articles/2008/02/stock_prices_and_the_end_of_di.php Inflation/Deflation Politics Stock Market Advice disinflation inflation hedge Paul Volker Fri, 29 Feb 2008 15:22:49 -0800 Downloadable PDF version of this article We are entering, in my opinion, a period of economic and stock market turbulence that will affect the pocketbooks of our citizenry going forward. Commentators on financial television have been reluctant until recent days to make the analogy of the present period to the awful economic period of the 1970's, which has been my thesis for some time. ]]> http://www.reiznersway.com/articles/2008/01/the_stock_market_and_economy_a.php http://www.reiznersway.com/articles/2008/01/the_stock_market_and_economy_a.php Stock Market Advice Stock Market Strategies 1970's stock market gold market analysis gold prices Fri, 18 Jan 2008 10:49:12 -0800