This is the third in a series of four posts on the contrarian view for inflation, this time dealing with the inventory supercycle.
This is the second in a series of four posts I'm publishing on the contrarian view for inflation.
Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for you. Current inflation is supply-chain based, temporary, and the recent price signals might actually create the opposite effect.
The definition of luck is just the combination of preparation and opportunity. When it comes to financial markets, it is easy to look back on historical charts, pick a low point and say, “If only I had the funds available on this particular day, I would have picked up the bargain of a lifetime and ...
Did you know that Baby Boomers are far more likely to excluded vices from their investments than Millennials? Or that both generations are equally likely to exclude War and Climate Change contributors?
“Life expectancy would grow by leaps and bounds if green vegetables smelled as good as bacon” is a quote attributed to American columnist Doug Larson and is a friendly place to start on the touchy topic of mortality.
The Q1 2021 reporting season is in full swing in the US, Europe and Japan and profits are booming.
The stock market tends to be driven by narrative. For much of last year, the narrative was that bad news was good news. Bad economic news meant bond yields fell and inflation expectations cratered. However, it also meant more central bank intervention. Growth stocks boomed. In a time of no growth, ...
Over the last few months, there has been an increase in analysts calling a commodity super-cycle. I disagree. Many commodity prices are at super-cycle levels. It is the volumes that are not in a super-cycle.
There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. They are about to have their day in the sun. And you can bet they will be appearing in financial media to proclaim vindication.
