The markets were shocked by yesterday’s CPI release showing a year-over-year increase of 4.2%. Yet actual inflation was nearly three times that level.
Author: Bill Terrell
Stock Market Vulnerability Grows
A combination of overvalued and overbought stocks and rising commodity prices can be a toxic brew.
Investing in an Inflationary Era
A summary of our recent thoughts about investing in a depreciating dollar environment
FDI 2021 0412
Inflation runs amok.
End of the American Dream?
Small businesses have been disappearing, with an increasing share of business being taken over by corporations. Next up, individual home ownership?
Copper & Gold
What’s the best inflation hedge?
Is Bitcoin Stealing Gold’s Thunder?
Financial media lite says gold is old and bitcoin is its replacement. Let’s look into that…
Munger vs Robinhood
Which side is history on in this spat?
Treasuries Taken Out And Shot
Then for good measure, dragged up and shot again.
Economic Overheating Worries Overblown
Concern about the risk of overstimulation and overheating is misplaced.