Money and Finance
Link to: Monetary Regimes and Inflation: History, Economic and Political Relationships – By Peter Bernholz
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Related previous post: Warren Buffett’s Comments on Inflation
- Links
National Archives Opens Financial Crisis Inquiry Commission Records [H/T Linc] (LINK) Prem Watsa's 2015 letter to shareholders [H/T ValueWalk] (LINK) Chuck Feeney, Bill Gates' and Warren Buffett’s hero, honored by Ireland Fund [H/T Linc] (LINK)...
- Links
Today's Audible Daily Deal is well worth the $0.99 you pay for the audiobook (available until 11:59PM ET): The Little Book of Talent: 52 Tips for Improving Your Skills Drivers of ROE in the Context of Portfolio Management (LINK) Chris Mayer:...
- Henry Hazlitt On The Troubles Of Even A Mild Inflation
Via the WSJ: Even a relatively mild inflation distorts the structure of production. It leads to the over-expansion of some industries at the expense of others. This involves a misapplication and waste of capital. When the inflation collapses, or is brought...
- Warren Buffett Comment On Inflation
From the February 27th transcript: “….we have sown the seeds of a lot of inflation for the future. Now, whether we can unsow those seeds and dig them up again, that's not so easy to do. It's easy to talk about, but it's a lot easier to...
- Hussman Weekly Market Comment: Sequential Signals
On the subject of inflation, I should emphasize that while I expect inflation pressures to be contained for several years, the impact of massive deficit spending should not be disregarded simply because Japan, with an enormously high savings rate, was...
Money and Finance
Monetary Regimes and Inflation - by Peter Bernholz
Kyle Bass has mentioned this book a couple of times. Based on Bill Gross’ recommendationto position your portfolios for eventual inflation, it seemed like a fitting post. A link to the PDF is below, or you can purchase the book HERE.
Link to: Monetary Regimes and Inflation: History, Economic and Political Relationships – By Peter Bernholz
……………..
Related previous post: Warren Buffett’s Comments on Inflation
- Links
National Archives Opens Financial Crisis Inquiry Commission Records [H/T Linc] (LINK) Prem Watsa's 2015 letter to shareholders [H/T ValueWalk] (LINK) Chuck Feeney, Bill Gates' and Warren Buffett’s hero, honored by Ireland Fund [H/T Linc] (LINK)...
- Links
Today's Audible Daily Deal is well worth the $0.99 you pay for the audiobook (available until 11:59PM ET): The Little Book of Talent: 52 Tips for Improving Your Skills Drivers of ROE in the Context of Portfolio Management (LINK) Chris Mayer:...
- Henry Hazlitt On The Troubles Of Even A Mild Inflation
Via the WSJ: Even a relatively mild inflation distorts the structure of production. It leads to the over-expansion of some industries at the expense of others. This involves a misapplication and waste of capital. When the inflation collapses, or is brought...
- Warren Buffett Comment On Inflation
From the February 27th transcript: “….we have sown the seeds of a lot of inflation for the future. Now, whether we can unsow those seeds and dig them up again, that's not so easy to do. It's easy to talk about, but it's a lot easier to...
- Hussman Weekly Market Comment: Sequential Signals
On the subject of inflation, I should emphasize that while I expect inflation pressures to be contained for several years, the impact of massive deficit spending should not be disregarded simply because Japan, with an enormously high savings rate, was...