The Continuing CrisisPosted Tuesday, 11 September 2007
David Galland, Managing Director of Casey Research, LLC., publishers of Doug Casey’s International Speculator.
In all our publications, we have recently taken a good, hard look at several facets of the unfolding crisis.
Over the last week, the Casey Research team has continued doing a forensic analysis of where this all might lead, and especially how it will affect our collective investments.
In a minute, I’ll share a summary of our current thinking, but first want to stress that, given the scope and the complexity of the situation, divining the future from this point on is no easy task.
Doug Casey has often said the crisis could be deflationary or inflationary, he wasn’t sure which, but he was pretty sure about the crisis part. Now that it is up close and personal, we are beginning to get a better sense of the nature of the beast and can make strategic adjustments to our outlook, and our portfolios.
After reviewing reams of data and engaging in long and intense dialogue, here is the briefest of summaries as to our current position...
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