Contributor's Links: The Speculative Investor

I graduated from the University of Western Australia in 1984 with a degree in electronic engineering and from 1984 until 1998 worked in the commercial construction industry as an engineer, a project manager and an operations manager. 

I began investing in the stock market 2 ... more

ALL CONTRIBUTIONS

Boom-Bust Cycle Update
There are two things that always happen at or prior to the start of a boom-to-bust transition for the US economy. One is a clear-cut widening of credit spreads and the other is pronounced weakness in the Industrial Metals Index.
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Collapsing Prices In An Inflationary Environment
Over the past four months, in parallel with spectacular gains in the prices of coal and natural gas prices, there have been spectacular declines in the prices of lumber and iron ore.
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The Crisis-Monetization Cycle
The crisis-monetization cycle doesn’t end in deflation. The merest whiff of deflation just encourages central bankers and politicians to do more to boost prices.
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No Gold Bull, Yet
The measuring stick is critical when determining whether an asset is in a bull market. If a measuring stick is losing value at a fast enough pace, then almost everything will appear to be in a bull market relative to it.
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What Is The ‘Real’ Interest Rate?
The real interest rate is the nominal interest rate adjusted for the expected change in the associated currency’s purchasing power, where “expected” is the operative word.
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Signaling A Boom-To-Bust Transition
There are two things that always happen at or prior to the start of a boom-to-bust transition for the US economy.
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STOCKS I FOLLOW

GLD SPDR Gold Trust ETF
SPY SPDR S&P 500

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The Speculative Investor
Steven Saville
Steven Saville

In an average week, TSI subscribers receive two reports: a Weekly Market Update on Sunday and an Interim Update on Thursday morning (NYT). The Weekly Update typically has 3000-4500 words and 10-15 charts, while the average Interim Update is about half that size. As well as containing information about the gold, currency, stock, bond and commodity markets, these reports regularly include discussions about macro-economics. The economics-related discussions are from an “Austrian” perspective, because I’ve found that the Austrian School is the only school of economics that is consistently logical and explains how the world really works.

TSI subscribers also get access to a list of stock selections. The TSI stock selections have provided very good long-term returns; however, due to the highly speculative nature of the stocks I tend to focus on, my year-to-year returns have been ‘lumpy’, to put it mildly.