Montreal, Canada

Asset deflation hasn't escaped commercial aircraft pricing since the credit crisis first began to unfold almost 36 months ago. Monthly lease rates for the most popular aircraft have declined as much as 22% since early 2008.

Inflation is still running wild in healthcare, tuition, medicines and several food groups, including cocoa, coffee and orange juice. But overall, the primary trend for most goods is definitely heading down, posing significant risks to the global economic outlook.

Montreal, Canada

Asset price deflation has gained momentum since May across a swath of risk-based assets. Investors should heed the warnings and brace for a possible shakeout in world markets this summer or fall. Broader U.S. stock indexes are at the cusp of another major decline, if important support levels fail to hold this week.

Montreal, Canada

What's the worst-performing commodity sub-sector since 2000?

If you guessed livestock, then you're right. Live cattle and lean hogs have produced horrible results over the last decade as a combination of swine flu and China's ongoing ban on American red meat continues to hurt the livestock industry. Prices have indeed ratcheted higher over the last few months but have more to do with seasonal demand than a new bull market emerging for meat and pigs.

Montreal, Canada

Buy surplus currencies and sell deficit currencies. That's the long-term trend now underway as global economic power continues to shift from West to East since 2008.

Montreal, Canada

At the Las Vegas Freedom Fest this past week, I met numerous investors alarmed by the shockingly disastrous state of government finances – federal and state. Most investors at our Sovereign Society presentations – over 2,000 delegates this year – didn't have an offshore or European bank account and were hungry to move some assets overseas.

- Dugald Malcolm, Montreal

Las Vegas, Nevada

This marks my first trip to Freedom Fest in Las Vegas. Nowhere will you find a greater concentration of Libertarians and bears than right here. Some big guns in the past have spoken at this conference, including Texas Congressman, Ron Paul -- a Libertarian.

My personal favorite is Doug Casey, an incredibly gifted investor, contrarian and, if you've ever heard him speak, a great entertainer. Nobody gets an audience going more than Doug.

Montreal, Canada

Sell 'em when you can, and not when you have to. This morning's strong opening is the first positive session in more than a week and I plan on reducing my equity exposure – already near record lows in terms of overall asset allocation.

Montreal, Canada

Are investors better off buying large-cap stocks paying a 4% dividend over the next 3-5 years or buying a ten-year U.S. Treasury bond yielding 2.96%? What would you rather own?