Taleb thinks hyperinflation is a strong enough possibility to justify way OTM bets on gold (long) and bonds (short). The one bit I agree with is the long gold / short stocks play (though I think gold is likely to fall with stocks, just not as much), and I suspect that deflationist Hendry would concur.
Hendry [...]

Mish offers some graphical evidence that the recovery is simply not.

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See his whole post here, as a well as some interesting comments on trends in concert ticket sales.
Here’s one more chart I pulled from Fred:
Civilian Employment - Population Ratio

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If these were stock charts, I’d say that they had broken their positive trends, but are oversold. [...]

He said that exactly 12 months ago yesterday:
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Here he is again on November 23 last year, calling for another decline in 2010 at least as bad as 2008, as well as a bullish call on the dollar:

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And here is a video from Yahoo just a few days ago. Crappy quality on this recording, but not [...]

According to Bloomberg, the big bears are circling China.
Marc Faber, publisher of the Gloom, Boom & Doom Report, says China is overdoing it. “It does not make sense for China to build more empty buildings and add to capacities in industries where you already have overcapacity,” Faber told Bloomberg Television on Feb. 11. “I think [...]

Put this down in the list of no-fuss, no-brainer, long-term trades. Simply buy 10-year Treasury notes and short junk bonds. There is no purer deflation play than this. It doesn’t even matter if Treasury yields rise (unlikely anytime soon IMO), since you’re playing the spread and junk yields will always include Treasury yields plus a risk premium.

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What [...]

When the short-term gets hazy, remember the big picture.
The drop so far (about 6% in 12 days on a closing basis, 9% in 13 days intraday):

Source: Prophet.net
Here are the conditions I am watching: RSI on the daily scale is now oversold. However, DSI bullishness has dropped from near 90% to the 30s, which still leaves a [...]

S&P 500:

That’s not a projection for a final bottom, by the way… that would be lower.
Gold, from 1971 (Richard ”I am now a Keynesian in economics” Nixon):

Note: Under Bretton Woods, the dollar of course was pegged at 35 to the ounce from 1933 to 1971.
Gold has been in a parabolic move since ‘04, and the degree [...]

From Chart of the Day:

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What was that about credit being the lifeblood of the economy? Well, the 2000s saw the greatest bubble ever, and all it got us was richer bankers. Robert Prechter often says that the depression started with the bursting of the dot-com bubble and deflation of social mood from the euphoria of [...]

Moveyourmoney.info is apparently a grassroots movement to inspire people to withdraw their savings from the powerful mega-banks and to deposit it in local institutions. The premise is that the big boys blew the bubble and that the little guys sat out the craziness.
It is true that the largest banks are some of the highest-leveraged, that [...]

From Bloomberg:
Dec. 29 (Bloomberg) — The Standard & Poor’s 500 Index will collapse below its March lows as an expected rebound in economic growth fails to materialize, according to hedge fund manager Eric Sprott.
The Toronto-based money manager, whose Sprott Hedge Fund returned 496 percent over the past nine years while the S&P 500 lost 32 percent, said the [...]