Money and Finance
- The Absolute Return Letter - July 2011: What Happens Next?
“Anyone who isn’t confused really doesn’t understand the situation.” -Edward R. Murrow, Broadcaster I can already hear the collective sigh - oh no, not another letter on Greece! The battle fatigue is evident. We are all exhausted from years of...
- Changes In The Inflation Rate Matter As Much To Investors As The Level - By Bill Hester
The topic of inflation tends to be a tool used by both sides of the debate about stock market performance. It's argued that because corporations can pass on rising prices of raw goods to consumers, earnings will keep pace with inflation, so equities...
- John Mauldin: Inflation And Hyperinflation
I have had a lot of questions about my thoughts on inflation and hyperinflation of late, especially in the new “Ask Mauldin” section on www.johnmauldin.com. Unfortunately, the answer is not short and simple. The good news is that my new book has an...
- John Mauldin: O Deflation, Where Is Thy Sting?
The CPI was out this week, and it showed a continued drop in inflation. There were those who immediately pointed out that this vindicated the Fed’s move to QE2. We have to get ahead of this deflation thing, don’t we? Well, maybe, depending on how...
- Albert Edwards: Europe Is On The Edge Of A Deflationary Precipice That Will, Paradoxically, Usher In 20-30% Inflation
Via Zero Hedge: Amid all the recent euro-related turbulence, the markets have not focused enough attention on the rapidly vanishing core CPI inflation rates in the US and eurozone. With both moving below 1%, we are now only one cyclical mishap from joining...
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 says the Fed is not seeing around the bend in the inflationary road all that well. Their signs are not giving them warning, and they are in danger of falling behind the curve. This week’s letter is a thought game in which we entertain the possibility of rising inflation in the US. (It will print a little longer, as there are a lot of charts!)
- The Absolute Return Letter - July 2011: What Happens Next?
“Anyone who isn’t confused really doesn’t understand the situation.” -Edward R. Murrow, Broadcaster I can already hear the collective sigh - oh no, not another letter on Greece! The battle fatigue is evident. We are all exhausted from years of...
- Changes In The Inflation Rate Matter As Much To Investors As The Level - By Bill Hester
The topic of inflation tends to be a tool used by both sides of the debate about stock market performance. It's argued that because corporations can pass on rising prices of raw goods to consumers, earnings will keep pace with inflation, so equities...
- John Mauldin: Inflation And Hyperinflation
I have had a lot of questions about my thoughts on inflation and hyperinflation of late, especially in the new “Ask Mauldin” section on www.johnmauldin.com. Unfortunately, the answer is not short and simple. The good news is that my new book has an...
- John Mauldin: O Deflation, Where Is Thy Sting?
The CPI was out this week, and it showed a continued drop in inflation. There were those who immediately pointed out that this vindicated the Fed’s move to QE2. We have to get ahead of this deflation thing, don’t we? Well, maybe, depending on how...
- Albert Edwards: Europe Is On The Edge Of A Deflationary Precipice That Will, Paradoxically, Usher In 20-30% Inflation
Via Zero Hedge: Amid all the recent euro-related turbulence, the markets have not focused enough attention on the rapidly vanishing core CPI inflation rates in the US and eurozone. With both moving below 1%, we are now only one cyclical mishap from joining...