Section
Deflation
22 posts
The Year of Disinflation
by Niels Clemens Jensen, Absolute Return Partners Inflation is when you pay fifteen dollars for the ten-dollar haircut…
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
Deflation Will Become The Problem When “Something Breaks”
by Lance Roberts, RIA While the Fed continues to hike rates to combat high inflation levels aggressively, history…
The Disinflationary Impact Of Fed Policy On Equities
by Lance Roberts, RIA The disinflationary impact of Fed policy on equities is coming. There is currently much…
Inflation vs. Deflation: Which is the Bigger Threat?
by Lance Roberts, RIA Inflation vs. deflation – while headlines get filled with “inflation” concerns, historical data shows…
Deflation Talk
by John Mauldin, Mauldin Economics If you could ask the world’s top central bankers what really terrifies them,…
The Long View: Debt and Demographics
by Doug Peebles and Eric Winograd, AllianceBernstein DOUG PEEBLES I’m very excited to be here actually to discuss…
Inflation and the Stock Market
by Eddy Elfenbein, Crossing Wall Street Here’s an update to a study I’ve done before. I wanted to…
A Walk Down Risk Road with Jim Hall
A Walk Down Risk Road with Jim Hall by Cameron Webster, Institutional Portfolio Manager, Mawer Investment Management Deflation…
An Imperfect Signal
by Kara Lilly, Investment Strategist, Mawer Investment Management (The Art of Boring) Bondholders have been on quite the…
Two Decades of Inflation and Deflation
by Scott Grannis, Calafia Beach Pundit You can be excused for being confused about inflation, because inflation and…
What Caused the Great Depression?
by Ben Carlson, A Wealth of Common Sense The price of oil is down nearly 40% in…
The Long Tail of Deflation
by Market Anthropology It took the Dow Jones Industrial Average and the S&P 500 basically twenty five years…
Things That Make You Go Hmmm... Like Japan's "Economics Of The Hopeless"
by Grant Williams, Things That Make You Go Hmmm... The definition of the term Hail Mary as it…