Inflation Is Shortages And Thankfully Transitory


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Image by kalhh from Pixabay

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 …

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How I Process Ideas Into Investments


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Image by MustangJoe from Pixabay

Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown. …

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The Opportunity Of Misplaced Inflation


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Image by Csaba Nagy from Pixabay

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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Calling A Spade A Spade Part 1: The Greatest Trick Inflation Ever Pulled


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The following is the first in a two part post.
I’ve always been a fan of a good mystery, which perhaps explains my fascination with today’s inflationary environment (so much so …

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