In a note to clients, Dennis DeBusschere, voted the #1 U.S. portfolio strategist in Institutional Investor’s 2021 survey, says that higher rates are not an obstacle for the S&P 500’s…
Tag: inflation
Current Inflation Defies Old Models
Defying predictions that inflation would be around 2.5% at 2021’s end, it’s now over 6%, and neither the supply side nor the demand side by themselves is to blame. The…
What If Inflation Doesn’t Come Down?
An opinion piece in CFA Institute posits that inflation will decline in 2022 and beyond, but poses the question of what could happen if inflation isn’t as transitory as many…
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.” We discuss the history of inflation and…
Inflation Means Bigger Profits For Some American Companies
In spite of higher wages and costs driving up inflation gauges, some American companies are reporting their best profits in years, according to an article in The Wall Street Journal.…
The Fed Knows Inflation Has Run Hot For A While
A 6.2% surge in consumer prices rattled everyone from economists to investors to policymakers in October, and while some of it can be attributed to supply chain bottlenecks, 1-1.5% of…
Deflate Your Inflation Fears
In an article in The Wall Street Journal, Jason Zweig writes about inflation fears and the Wall Street pundits who peddle it, and portends that you are probably better protected…
Inflation Equals Value Stocks’ Time To Shine
As crypto, oil, gold and real estate have their moment, the best refuge from concerns about inflation may be something a lot less flashy: traditional value stocks, posits an article…
Everything You Need to Know About Inflation with Cullen Roche
Inflation is probably the most talked about topic in investing today. Some think it has become a major problem. Others (including the Fed) think it is transitory. While still others…
Inflation Increases in Canada at Fastest Rate Since 2003
Driven by supply chain bottlenecks and higher food, housing, and transport costs, inflation rose out of the Bank of Canada’s control range for the 6th month in a row, reports…