Money and Finance
- John Mauldin: First Deflation, Then Inflation. But The Timing…?
One of the more frequent questions I am asked in meetings or after a speech is whether I think we will have inflation or deflation. My ready answer is, “Yes.” Then I stop, which I must admit is rather fun, as the person who asked tries to digest the...
- 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....
- Annaly February Commentary
In this environment, we are reminded of a speech given by Ben Bernanke in November 2002 when he was still a Fed Governor. The speech, entitled “Deflation: Making Sure ‘It’ Doesn’t Happen Here,” laid out the rationale for lowering Fed Funds to...
- Vaccinate Yourself Against 2014 Predictions With Silver Medals
Its prediction season! What will the market do? What will happen in economics? In the world? No one really knows but there sure are lots of people ready, willing, and able to give authoritative sounding predictions on what will happen in 2014. I follow...
Money and Finance
John Mauldin: Some Thoughts on Deflation
The debate over whether we are in for inflation or deflation was alive and well at the Agora Symposium in Vancouver this week. It seems that not everyone is ready to join the deflation-first, then-inflation camp I am currently resident in. So in this week’s letter we look at some of the causes of deflation, the elements of deflation, if you will, and see if they are in ascendancy. For equity investors, this is an important question because, historically, periods of deflation have not been kind to stock markets. Let’s come at this week’s letter from the side, and see if we can sneak up on some answers.
- John Mauldin: First Deflation, Then Inflation. But The Timing…?
One of the more frequent questions I am asked in meetings or after a speech is whether I think we will have inflation or deflation. My ready answer is, “Yes.” Then I stop, which I must admit is rather fun, as the person who asked tries to digest the...
- 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....
- Annaly February Commentary
In this environment, we are reminded of a speech given by Ben Bernanke in November 2002 when he was still a Fed Governor. The speech, entitled “Deflation: Making Sure ‘It’ Doesn’t Happen Here,” laid out the rationale for lowering Fed Funds to...
- Vaccinate Yourself Against 2014 Predictions With Silver Medals
Its prediction season! What will the market do? What will happen in economics? In the world? No one really knows but there sure are lots of people ready, willing, and able to give authoritative sounding predictions on what will happen in 2014. I follow...