Money and Finance
- John Mauldin: The Curve In The Road
“I shall be telling this with a sigh,” and it is with a sigh that I write about the twisting, uncertain roads of inflation and deflation. Long-time readers know I have made hard arguments for first deflation and then inflation in the US. But the data...
- Inflation? Deflation? It's All About 'meflation' - By Jason Zweig
Thanks to Will for passing this along.Inflation or deflation?Pick your poison, says Wall Street. Either Uncle Sam's borrowing binge will flood the system with money, leading to a replay of the 1970s as inflation eats away at your purchasing power....
- Big Investors Fear Deflation
Some of the world's leading investors are becoming more worried about deflation and are re-shaping their portfolios to prepare for a possible period of falling prices. Bond-fund heavyweight Bill Gross, investment manager Jeremy Grantham and hedge-fund...
- Wcam: How Inflation Became The Good Guy
Inflation has been an all-purpose bogeyman since the 1970s, but a small amount of inflation comes with a healthy, growing economy. The Federal Reserve focuses on managing inflation, not preventing it. We have written often that we feel the government...
- Bear Bonanza
Earlier this year Prem Watsa, the gunslinging chief of Fairfax Financial (nyse: FFH), had $341 million riding on a hunch that dozens of brokers, banks and insurers could struggle paying their debts. Watsa has a history of making a killing on bearish bets....
Money and Finance
Firm Makes Bold Bet on Falling Prices
Thanks to Will for passing this article along.
A Canadian insurer is turning to a seldom-used strategy to make a big wager on falling prices over the next decade.
As more investors worry about the possibility of deflation—or a sustained period of falling prices that could cripple stocks—Fairfax Financial Holdings Ltd. has spent nearly $200 million to buy derivative contracts wagering on a decline in the consumer-price index, an inflation indicator. The trade could lead to huge profits if deflation occurs.
- John Mauldin: The Curve In The Road
“I shall be telling this with a sigh,” and it is with a sigh that I write about the twisting, uncertain roads of inflation and deflation. Long-time readers know I have made hard arguments for first deflation and then inflation in the US. But the data...
- Inflation? Deflation? It's All About 'meflation' - By Jason Zweig
Thanks to Will for passing this along.Inflation or deflation?Pick your poison, says Wall Street. Either Uncle Sam's borrowing binge will flood the system with money, leading to a replay of the 1970s as inflation eats away at your purchasing power....
- Big Investors Fear Deflation
Some of the world's leading investors are becoming more worried about deflation and are re-shaping their portfolios to prepare for a possible period of falling prices. Bond-fund heavyweight Bill Gross, investment manager Jeremy Grantham and hedge-fund...
- Wcam: How Inflation Became The Good Guy
Inflation has been an all-purpose bogeyman since the 1970s, but a small amount of inflation comes with a healthy, growing economy. The Federal Reserve focuses on managing inflation, not preventing it. We have written often that we feel the government...
- Bear Bonanza
Earlier this year Prem Watsa, the gunslinging chief of Fairfax Financial (nyse: FFH), had $341 million riding on a hunch that dozens of brokers, banks and insurers could struggle paying their debts. Watsa has a history of making a killing on bearish bets....