Is the “efficiency boom” really just an inflation boom?
Author: Bill Terrell
Thinking About Your Investments
How you think about your investments can bring clarity to your decisions.
Stocks Sell Off, Bonds Rally
What’s behind this market move?
Is Deflation Around The Corner?
Amid the shocking acceleration of conventionally recognized inflation, we consider the possibility that investors would be wise to focus on deflationary risks.
CPI Increases Accelerate
Is inflation not only not abating, but accelerating?
Why are markets selling off?
Inflation Update
What is the current rate of inflation?
Midyear Financology Forecast
Synthetic Systems weighs in.
The Impermanent Portfolio
Asset class relationships are changing…
Flations
Are there different kinds of inflation?
Inflation Update
The latest reading on the bear market in the US dollar.
Inflation Is Worse Than It Appears
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.
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.
Financial Media Discovers Inflation
You heard it here first
FDI 2021 0206
The latest read on inflation in the US dollar.
Welcome New Subscribers!
Thanks for joining us
Is Bitcoin Millennial Gold?
The erstwhile barbarous relic becomes your father’s Oldmobile.
Can Treasuries Still Help Diversify Stocks?
Rumors of the death of the diversified portfolio are exaggerated
Inflation Is Here
The Fed’s search for inflation is over
Asset Performance Review
A quick look at how various assets have performed over the past year
Gold Hammered
Gold oversold
Another Cryptobubble?
Starry-eyed infatuation with disembodied bits of technology strikes again
Overstimulated And Undernourished
Too much stimulus, not enough nutrients
Vaccine
Less than meets the eye
FDI 2020 1107
Update on the value of the US dollar.
Synthetic Sysyems Update
The Financology market forecast
What’s Up With The Markets?
It looks like stocks and commodities have weakened.
Looks can be deceiving…
FDI 2020 0919
Inflation slows a bit from the breakneck pace of the past few months
Do Low Interest Rates Cause Inflation?
If only policymakers would bother to ask…
FOMC Decision 2020 0916
As usual, the interesting stuff was in the press conference.
In Search Of Real Interest Rates
A normal healthy economy means normal healthy interest rates. The former doesn’t exist without the latter.
The Fed Needs To Stop Blowing Bubbles
The Federal Reserve is once again inflating a dangerous asset bubble that is harming the economy.
Whiplash
From inflation to deflation back to inflation … it’s a good thing we have the Fed keeping things stable.