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.
A combination of overvalued and overbought stocks and rising commodity prices can be a toxic brew.
A summary of our recent thoughts about investing in a depreciating dollar environment
Inflation runs amok.
Small businesses have been disappearing, with an increasing share of business being taken over by corporations. Next up, individual home ownership?
What’s the best inflation hedge?
Financial media lite says gold is old and bitcoin is its replacement. Let’s look into that…
Which side is history on in this spat?
Then for good measure, dragged up and shot again.
Concern about the risk of overstimulation and overheating is misplaced.