Goods and services disinflation gives way to reflation.
Value of the US Dollar, inflation, deflation
Tracking the inflation pig through the economic python
The Flow Of Inflation
Following the money
Making Stock Market History
A history of stock market performance and the drivers of real returns.
Enjoy The Halftime Show
Softer than expected CPI sends USD over a cliff.
The Whites Of Its Eyes
A big picture review of financial markets.
The US dollar leads the currency market lower
Pounds & Gilts
The 2022 Currency Crisis Deepens
It’s All Relative
Everything is a cross rate.
Weekly Update 20220917
Fed Outlook Update
Monetary policy outlook update
King Dollar Rules The World
Long live the king?
Wishful thinking on Wall Street
Currency Hedging Foreign Investments
The currency hedging illusion.
Why Can’t Economists Understand Inflation?
How did they miss it?
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.
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.
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.
What is the current rate of inflation?
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