Trends

Wild, short-term swings in the markets can often be confusing. But through it all, the major trends remain firmly intact:

The Federal Reserve will continue to do everything in its power to prevent a financial meltdown, pumping in fiat money like there's no tomorrow. Accepting more and more forms of weak collateral to lend even more money to the system. Slashing interest rates. And more.
This is inflationary.

The dollar, save a bounce here and there, will continue to decline in value against every major, and almost every minor currency on the planet.
This is inflationary.

China and India's economic growth - despite what you hear and read to the contrary - continues to barrel ahead.
This is inflationary.

Global demand for natural resources remains at record highs in virtually every commodity.
This is inflationary.

Meanwhile, supplies of most major natural resources remain tight as a drum. In oil, in gold, in wheat, in platinum, and more.
This is inflationary.

These are all inflation forces striking the U.S. - all at the same time.

That's despite the fact that real estate remains in a bear market and the country is already deep in a recession.