The Fed’s Got Inflation Backwards
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Central banks endlessly fascinate me. The more I research them the more contradictions I find, particularly since their missions and impacts changed over …
Read MoreInflation No Longer Has Monetary Applications
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Inflation is one of the most important, debated, and controversial investment themes today. It’s impacting every asset class from fixed income to …
Read MoreHow Gold Lost Its Inflation Luster
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Gold is lots of things to lots of people. To some, it’s the ultimate store of value and a source of financial freedom. To others, it’s just a …
Read MoreInflation: Why Now And Will Bondholders Care?
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As I sat down to write this month’s article, just one topic came to mind: inflation. Readers know that I just wrote on this …
Read MoreInflation Is Shortages And Thankfully Transitory
I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year treasury yield is up nearly 3-fold in the past year, stoked …
Read MoreThe Opportunity Of Misplaced Inflation
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The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly …
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Rising Rates And Volatility Might Create Future Opportunities
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Catching inflection points is the holy grail of trading. It’s what makes investing lore. From shorting the 2005 housing boom or skyrocketing technology stocks …
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