How did they miss it?
Category: Dollar
Value of the US Dollar, inflation, deflation
How Many Basis Points Did You Say?
MarketWatch – Bill Ackman & Jeff Gundlach on a Fed moon shot.
Inflation And Rising Prices
Unraveling the confusion between inflation and rising prices.
FDI 2022 0430
What’s moving the markets.
Where Hussman Went Wrong
Brilliant analysis on a shaky foundation.
Interest Rates
How high will the Fed go?
Paper Money Is Debt
Paper money – including the Federal Reserve Notes in your wallet – is debt.
Latest PPI Report 11.2%
Producer prices rise at record year over year.
Latest CPI Report 8.5%
Welcome to the 1970s.
A Day Of Inflation
If inflation can occur over a period of months, why not a day?
A Day Of Deflation
If deflation can occur over a period of months, why not a day?
A Closer Look At Inflation
The Fed is doing the right thing at the wrong time.
Fed Shock And Awe?
Speculation is rampant the Fed will announce an inter-meeting rate hike or hike 50bp at its next meeting.
FDI Update
Inflation Abates
Inflation Is Slowing
A long overdue respite of disinflation is developing.
It’s Been Inflation All Along
The inflation alarms are ringing years too late.
How Many Dollars Are There?
Who owns them and where are they?
What Causes The Economy To “Go Bad”?
Expansion, recession, inflation & deflation.
Illusions of Productivity
Is the “efficiency boom” really just an inflation boom?
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.
Inflation Update
What is the current rate 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.
Investing in an Inflationary Era
A summary of our recent thoughts about investing in a depreciating dollar environment
FDI 2021 0412
Inflation runs amok.
Financial Media Discovers Inflation
You heard it here first
FDI 2021 0206
The latest read on inflation in the US dollar.
Inflation Is Here
The Fed’s search for inflation is over