Friday, January 21, 2022

Ultra-Value, Real World Hyperinflation Investing: How The Little Investor Won In 2021 And Will Win Again In 2022, But Does That Include Silver Bugs, Stackers?

from Silver Doctors:

For the win! A guaranteed win?

(by Half Dollar) I’m not sure why I feel like writing about this in mid-January?

Perhaps it is because of the myriad forecasts and predictions for 2022 that I’ve had the displeasure of reading over the last two weeks that have me all worked me up in some weird kind of Frenzy of Mediocrity, as if most people aren’t wrong about most everything, most of the time?

The Dollar’s Decline May Be About to Accelerate

by Stefan Gleason, Money Metals:

Over the past year, the Federal Reserve Note “dollar” has been losing value at an alarming pace as reflected by broad price level increases.

Last week’s Consumer Price Index and Producer Price Index reports put those measures of inflation at 7.0% and 9.7%, respectively.

Manufacturers had to bear the brunt of the inflation surge in 2021.

The worst may be yet to come for consumers as producers pass on their costs to wholesalers and retailers.

The U.S. is a Leveraged Basket Case with Peter Schiff

by Kerry Lutz, Financial Survival Network:

As time goes on, it becomes more clear that the inflationary situation is already dire, and is only going to get worse. Here to speak on this is Peter Schiff, who sheds light on these circumstances. We got away with printing money for a bit because all of it went into the stock market, but it seems that the markets are overvalued and US stocks are not as valuable in an international context. For more information on these issues, be sure to tune in.

Bruce C: The Fed Is Getting Just What It Wants

by John Rubino, Dollar Collapse:

Sometimes the best thing about a blog post is the comments it generates. That’s frequently true on DollarCollapse, especially when friend-of-the-site Bruce C is doing the commenting. Here, in the first of what will hopefully become a series (under Bruce’s byline), are a couple of representative examples:

“What If The Rest Of The World Tightens And The U.S. Doesn’t?” — December 19

Bruce C: Well, considering that the question really is about how the financial markets would respond it’s hard to predict given how flaky and confused everyone seems to be. However, if I had to guess, I’d say the response would be exactly what the Fed wants: Money would move out of Treasuries and into the debt “assets” in the higher interest rate countries. That would then tend to lower US bond demand/prices – and thus raise their rates – without the Fed having to do it. All the while QE could continue.

Keiser Report | ‘Why would I own gold?’ | E1802

from RT:


The Fed Has Triggered A Stagflationary Disaster That Will Hit Hard This Year

by Brandon Smith, Alt Market:

I don’t think I can overstate the danger that the U.S. economy is in right now as we enter 2022. While most people are caught up in the ongoing drama of Covid-19, a REAL threat looms over the nation in the form of a stagflationary tidal wave. The mainstream media is attempting to place the blame on “supply chain disruptions,” but this is a misrepresentation of the issue.

The two factors are indeed intertwined, but the reality is that inflation is the cause of supply chain disruptions, not the result of supply chain disruptions. If we look at the underlying stats for price rises in essential products we can get a clearer picture.

Before I get into my argument, I really want to stress that this is a precarious time and I suggest that people prepare accordingly. In just the past few months I have seen personal expenses rise at least 20% overall, and I’m sure it’s the same or worse for most of you. Stocking necessities and safe-haven investments with intrinsic value like physical precious metals are a good choice for protecting whatever buying power your dollars have left…

The Fed’s Preliminary Financial Statement for 2021 Is Out

by Wolf Richter, Wolf Street:

“Net income” is a bizarre term for an organization that buys trillions of dollars of securities with money that it itself created.

The Federal Reserve’s balance sheet is a gigantic pile of assets on one side and liabilities and statutory capital on the other side. That balance sheet, which is released weekly and which we discuss frequently, generates a lot of income and a lot of expenses. In addition, the Fed gets income from fees. It has a ton of operating expenses. It pays dividends to its shareholders. And it remits to the Treasury Department what’s left over. The Fed discloses all this annually in its financial statement.