Jim Willie, CB
Financial Sense Market Commentator
Editor, Hat Trick Letter
About Jim Willie
"Broken Cycle"
part#1,
part#2,
part#3
(Jan, Feb 2004)
the US Economic business cycle has been altered by globalization, debt
burdens, foreign dependence, and technology itself... this is not your father's business cycle anymore
"Inflation
+ Deflation = Chaos (not zero)" (Nov 2003)
promoted inflation does not offset existing deflation, but rather
obliterates profit margins production costs & household expenses are rising, with no pricing power or
wage growth
"Patriotism
and Gold Wars" (Oct 2003)
pursuit of real money via gold spawns hundreds of questions about
patriotism
"Dragon
at the Back Door" (Oct 2003)
dangerous phase #2, as Asian currencies gain ground against the
USDollar, to unleash import product price inflation, reduced USTBond demand, leading to rising interest rates
"A
Week With Richebächer in Cannes" (Sept 2003)
German patriarch of economics hosted me for a weekto discuss
world economics many discussions are chronicled, along with some personal observations
"Ass-Backward Economics"
part#1,
part#2,
part#3,
part#4
(July, Aug 2003)
accepted ass-backward economic beliefs, wide-rangingpoliciestraced
to substandard analysis, to be rectified only by the mandate of a
national crisis
"A
Statistician's Indictment of Economists:12 Counts of
Incompetence"(Aug 2003)
scathing comprehensive analytical indictment of bungling economists,
whose profession is replete with politicalpriesthood, government frontmen, brokerage
harlots, academic cliques and charlatans, who have learned nothing from past history since they rewrite it
"Japan,
Argentina, Weimar, or Muddle?" (Aug 2003)
USAcompares poorly with Japan in listed differences, beginning
with debt and savings apply Weimar tools within a stubborn Japan quagmire, when addicted to
foreign capital, and you risk shock-ridden Argentine outcomes, not a
sloppy Muddle
"Vicious
Circles & US Credit"
(May 2003)
USAhas constructed credit centrifuges, hit dead ends, stuffed bloated pigs, installed
transfusions from Asia, and now spin gears in futility, the strong US$ policy is a disaster
"Vicious
Circles & The USDollar" (May 2003)
USDollar is now threatened in several vicious circles, in the economy,
bond market, central banking, Arab crude oil, China's trade surplus, as the Fed is truly caught in a box
"Denial
Confronts Illiteracy: Mass Delusions" (March 2003)
investors cannot face continued losses, against a backdrop of
incredible financial illiteracy, which has produced a vast complex of delusions, easy to form, hard to shake
"The
Gold Volcano: 15 Roads Merge Golden Lava"
(Feb 2003)
vast capital pools have begun to find gold, in a quest for
alternatives to the world dollar standard, while the force is provided
by the Fed'suncontrollable money printing a Perfect Storm is well underway, with both price deflation and inflation
"Predictions
for the 2003 Year - Bear Claws" (Jan 2003)
a large collection of predictions for the coming year, continuing the
major theme of hardship and destruction underway, as the K-Winter grinds on
"25
Reasons Why Gold Will Rise" (Nov 2002)
a comprehensivediscussion and outline for why goldis rising, and will continue to rise,
beginning with bonds, then continuing withfederal/ fiscal
policy, politics, banking, mining, trade, commoditiesincluding currencies, cycles,and history
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