Inflation Archive
Top Gun FP Client Note: Another Bubble
October 26, 2009 · Category: Business and Investment Philosophy, Gold, Inflation, Market Commentary, Top Gun Financial Planning, Warren Buffett
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
A Stab At Resolving The Inflation/Deflation Debate
There is a great debate raging between students of monetary economics. On the one hand, there are the deflationists who point to the massive deleveraging in the housing, mortgage, credit and stock markets. The fall ...
Posted by Greg Feirman · 1 Comment »
Buffett: US Dollar Could Be In Trouble
When Warren Buffett speaks, people listen. For the first time in ten months (see "Buffett NY Times Op-Ed: Buy Now", Top Gun FP, October 17, 2009), Buffett voiced his views in a very public forum ...
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David Dreman Calls For 1977-1981 Like Inflation 2-4 Years Down The Road
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20 of 22 US Hedge Fund Managers Say They Bought Physical Gold For Personal Accounts
"Gold lures inflation wary hedge fund chiefs", Reuters, July 30 (via Kirk)
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Jeff Miller: Fed Policy Nothing To Worry About
July 17, 2009 · Category: Federal Reserve, Inflation
In another incredible statement by a so called expert we get this:
Investment Conclusion:
There are plenty of things to worry about. Fed policy is not one of them.
- Jeff Miller, A Dash Of Insight, July 16
Citing ...
Posted by Greg Feirman · No Comments »
Greenspan: Inflation - the real threat to recovery
June 30, 2009 · Category: Federal Reserve, Inflation
But I see inflation as the greater future challenge. If political pressures prevent central banks from reining in their inflated balance sheets in a timely manner, statistical analysis suggests the emergence of inflation by 2012; ...
Posted by Greg Feirman · No Comments »
Doug Casey: Go Short Interest Rates
June 24, 2009 · Category: Inflation, Interest Rates
People who short interest rates - in other words, people who bet they are going much higher in the coming years - are going to make a fortune. I think interest rates will go back ...
Posted by Greg Feirman · No Comments »
Krugman Dismisses Inflationary Risks
June 17, 2009 · Category: Inflation, Market Commentary
In his column from Monday, "Stay The Course", Paul Krugman dismissed the idea that current government policies are potentially inflationary as follows:
What about the claim that the Fed is risking inflation? It isn’t. Mr. Laffer ...
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Malanga: The Social And Economic Effects of the 1970s Inflation
By contrast, we’ve largely forgotten our most recent brush with raging peacetime inflation, the 1970s. Although nothing like Germany’s in the 1920s, ours was nonetheless powerful enough to be more dispiriting and more transformative of ...
Posted by Greg Feirman · No Comments »
