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Financology

Economics, Markets & Finance

The Impermanent Portfolio

Posted on 2021 06282025 0211 by Bill Terrell

Asset class relationships are changing…

Flations

Posted on 2021 06112021 0705 by Bill Terrell

Are there different kinds of inflation?

Inflation Update

Posted on 2021 05292021 0530 by Bill Terrell

The latest reading on the bear market in the US dollar.

Inflation Is Worse Than It Appears

Posted on 2021 05132021 0515 by Bill Terrell

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

Posted on 2021 05122021 0512 by Bill Terrell

A combination of overvalued and overbought stocks and rising commodity prices can be a toxic brew.

Investing in an Inflationary Era

Posted on 2021 04162021 0509 by Bill Terrell

A summary of our recent thoughts about investing in a depreciating dollar environment

FDI 2021 0412

Posted on 2021 04132021 0417 by Bill Terrell

Inflation runs amok.

End of the American Dream?

Posted on 2021 04082021 0408 by Bill Terrell

Small businesses have been disappearing, with an increasing share of business being taken over by corporations. Next up, individual home ownership?

Copper & Gold

Posted on 2021 02282024 0125 by Bill Terrell

What’s the best inflation hedge?

Is Bitcoin Stealing Gold’s Thunder?

Posted on 2021 02262021 0301 by Bill Terrell

Financial media lite says gold is old and bitcoin is its replacement. Let’s look into that…

Munger vs Robinhood

Posted on 2021 02262021 0227 by Bill Terrell

Which side is history on in this spat?

Treasuries Taken Out And Shot

Posted on 2021 02262021 0226 by Bill Terrell

Then for good measure, dragged up and shot again.

Economic Overheating Worries Overblown

Posted on 2021 02242021 0224 by Bill Terrell

Concern about the risk of overstimulation and overheating is misplaced.

Financial Media Discovers Inflation

Posted on 2021 02222021 0223 by Bill Terrell

You heard it here first

FDI 2021 0206

Posted on 2021 02062021 0417 by Bill Terrell

The latest read on inflation in the US dollar.

Welcome New Subscribers!

Posted on 2021 01122021 0112 by Bill Terrell

Thanks for joining us

Is Bitcoin Millennial Gold?

Posted on 2021 01052021 0113 by Bill Terrell

The erstwhile barbarous relic becomes your father’s Oldmobile.

Can Treasuries Still Help Diversify Stocks?

Posted on 2020 12152025 0114 by Bill Terrell

Rumors of the death of the diversified portfolio are exaggerated

Inflation Is Here

Posted on 2020 12042021 0208 by Bill Terrell

The Fed’s search for inflation is over

Asset Performance Review

Posted on 2020 12022020 1204 by Bill Terrell

A quick look at how various assets have performed over the past year

Gold Hammered

Posted on 2020 11242020 1124 by Bill Terrell

Gold oversold

Another Cryptobubble?

Posted on 2020 11192020 1122 by Bill Terrell

Starry-eyed infatuation with disembodied bits of technology strikes again

Overstimulated And Undernourished

Posted on 2020 11182020 1206 by Bill Terrell

Too much stimulus, not enough nutrients

Vaccine

Posted on 2020 11132020 1113 by Bill Terrell

Less than meets the eye

FDI 2020 1107

Posted on 2020 11072020 1107 by Bill Terrell

Update on the value of the US dollar.

Synthetic Sysyems Update

Posted on 2020 10122020 1013 by Bill Terrell

The Financology market forecast

What’s Up With The Markets?

Posted on 2020 09222020 0923 by Bill Terrell

It looks like stocks and commodities have weakened.

Looks can be deceiving…

FDI 2020 0919

Posted on 2020 09192020 0921 by Bill Terrell

Inflation slows a bit from the breakneck pace of the past few months

Do Low Interest Rates Cause Inflation?

Posted on 2020 09182021 0128 by Bill Terrell

If only policymakers would bother to ask…

FOMC Decision 2020 0916

Posted on 2020 09162020 0916 by Bill Terrell

As usual, the interesting stuff was in the press conference.

In Search Of Real Interest Rates

Posted on 2020 09152020 0915 by Bill Terrell

A normal healthy economy means normal healthy interest rates. The former doesn’t exist without the latter.

The Fed Needs To Stop Blowing Bubbles

Posted on 2020 09112020 0911 by Bill Terrell

The Federal Reserve is once again inflating a dangerous asset bubble that is harming the economy.

Whiplash

Posted on 2020 08142020 0814 by Bill Terrell

From inflation to deflation back to inflation … it’s a good thing we have the Fed keeping things stable.

Buying Unemployment

Posted on 2020 07312020 0801 by Bill Terrell

You get what you pay for.

Is Gold A Good Inflation Hedge?

Posted on 2020 07292020 0730 by Bill Terrell

A rebuttal to Northern Trust

Reconnect

Posted on 2020 06272020 0921 by Bill Terrell

Reconnecting disconnected markets

Overdue, but not Overdone

Posted on 2020 06112020 0727 by Bill Terrell

The stock selloff we’ve been waiting for weeks for has finally arrived.

Growing A New Government

Posted on 2020 06042020 0605 by Bill Terrell

Elon Musk: Time to break up Amazon. Monopolies are wrong!

Does Gold Belong in a Retirement Portfolio?

Posted on 2020 06042020 0819 by Bill Terrell

Answering Mark Hulbert’s argument.

Stocks Next Leg Down

Posted on 2020 05132020 0514 by Bill Terrell

Return of the bear.

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Copyright © 2018-2025 Bill Terrell.  The information contained in this website is of a general nature and is for informational and educational purposes only and does not constitute financial, investment, tax or legal advice.  No general information such as that presented on this site can take into account all relevant individual factors.  All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy referenced in this website will be profitable or be suitable for an individual’s portfolio.  Consult the prospectus and other pertinent issuer information for any security before investing.  Writers may have positions in investments mentioned.  These materials reflect the opinion of Financology on the date of production and are subject to change at any time without notice due to various factors such as changing market conditions or tax laws. The information on this site does not constitute an offer to sell nor a solicitation of an offer to buy any securities.

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