Browsing Category
Inflation
470 posts
James Paulsen: Investment Outlook (March 12, 2014)
A New Inflation-Expectations Monitor by James Paulsen, Chief Investment Strategist, Wells Capital Management *Note to readers: A substantial…
Inflation Is A Contrarian Bet
Inflation Is A Contrarian Bet by The Short Side of Long Chart 1: Inflation surprise index could actually…
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
Where is the Inflation Today?
by Hunter Lewis via The Circle Bastiat Mises Economics blog, People often ask today: if the Fed has…
Is Inflation Headed Higher in 2014?
by Capital Spectator Inflation in the US has been drifting lower for more than a year, a trend…
The Case for Reflationary Assets
by Market Anthropology A wise and bearded man once said, "Everything in moderation. Nothing in excess." And although he…
BofAML's Top 10 Emerging Market Risks In 2014
Via BofAML 1. Downside risk from US inflation This is probably the most important risk the market is…
Jim Rogers: "Own Gold" Because "One Day, Markets Will Stop Playing This Game"
Jim Rogers hope-driven wish is that the politicians were smart enough at some point to say (to the…
How the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the…
What’s Changed Since 2007?
by Scott Krisiloff, Avondale Asset Management Last week marked the 6th anniversary of the S&P 500′s previous cycle…
Two More Reasons to Like Equities: Growth & Inflation
Russ offers more evidence supporting his preference for equities over bonds: Historically equities have tended to outperform bonds…
Jim Grant Defines Deflation
Authored by Jim Grant of Grant's Interest Rate Observer, A derangement of money or credit, a symptom of…
An American Energy Revolution
An American Energy Revolution August 30, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
The Economy and Bond Market Radar (September 2, 2013)
The Economy and Bond Market Radar (September 2, 2013) Treasury yields moved lower this week. This was particularly…
As Syria Distracts, Here’s What's Happening While No One Is Looking
From Simon Black, author of Sovereign Man As Syria Distracts, Here’s What's Happening While No One Is Looking…
