The failure of central-bank models to forecast the slowdown in global inflation “leaves investors in the dark about the most important economic measure today and why it’s so low,” according…
Tag: inflation
Copper Better Hedge than Gold
While gold has been the popular inflation hedge over the past ten years, copper was a better bet according to a recent Bloomberg article. “While data show that broad community…
What "Trumpflation" Could Mean to Investors
The best scenario for investors is steady and low levels of inflation that ward off deflation but also discourage central banks from hiking rates too rapidly, says a Wall Street…
5 Commodity Picks for an Inflationary Environment
Along with its recent rate increase, the Fed has upgraded its growth and inflation forecasts—and this could bode well for commodity stocks, writes Validea CEO John Reese in in his…
Inflation's Effects on Asset Returns
The results of a study on asset performance during periods of both low and high inflation are presented in this month’s issue of AAII Journal by Craig Israelsen Ph.D and developer of…
5 Potential Market Scenarios for Investors to Consider
As the S&P continues to hover at record high levels, the question remains as to how long it can continue. In a recent article for Forbes, Jurrien Timmer, Director of…
Four Conditions Reminiscent of 1999
Rob Arnott, founder and chairman of Research Affiliates, says that the recent market environment is reminiscent of 1999, just before the tech bubble burst. Writing in Barron’s, Arnott argues that…
4 Options to Beat Inflation in the Future
A recent piece in Forbes offers 4 suggestions for beating inflation. After noting that “the present 0% rate [of inflation] blends an upward march of 2% in the cost of…
Paulson: Understanding Indisputable Consensus and Unrecognized Themes
In an article in Canada’s Financial Post, columnist David Pett offers up some valuable investment insights from James Paulson, chief investment strategist at Wells Capital Management, who has been mostly…
Baron On The Futility Of Forecasting, And Why Inflation Is Higher Than You Think
Billionaire investor Ron Baron has a message for those who are trying to predict how day-to-day news will impact the stock market: Stop. (more…)