A history of stock market performance and the drivers of real returns.
Softer than expected CPI sends USD over a cliff.
A big picture review of financial markets.
The US dollar leads the currency market lower
The 2022 Currency Crisis Deepens
Everything is a cross rate.
Monetary policy outlook update
Long live the king?
Wishful thinking on Wall Street
The currency hedging illusion.
How did they miss it?
MarketWatch – Bill Ackman & Jeff Gundlach on a Fed moon shot.
Unraveling the confusion between inflation and rising prices.
What’s moving the markets.
Brilliant analysis on a shaky foundation.
How high will the Fed go?
Paper money – including the Federal Reserve Notes in your wallet – is debt.
Producer prices rise at record year over year.
Welcome to the 1970s.
If inflation can occur over a period of months, why not a day?
If deflation can occur over a period of months, why not a day?
The Fed is doing the right thing at the wrong time.
Speculation is rampant the Fed will announce an inter-meeting rate hike or hike 50bp at its next meeting.
A long overdue respite of disinflation is developing.
The inflation alarms are ringing years too late.
Who owns them and where are they?
Expansion, recession, inflation & deflation.
Is the “efficiency boom” really just an inflation boom?
How you think about your investments can bring clarity to your decisions.
What’s behind this market move?
Amid the shocking acceleration of conventionally recognized inflation, we consider the possibility that investors would be wise to focus on deflationary risks.
What is the current rate of inflation?
The latest reading on the bear market in the US dollar.
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 summary of our recent thoughts about investing in a depreciating dollar environment
Inflation runs amok.
You heard it here first
The latest read on inflation in the US dollar.