Inflation Archive
Top Gun FP Client Note: The Point Of Maximum Complacency
March 31, 2011 · Category: Inflation, Macro Economics, Market Commentary, Sentiment Analysis, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Beware The Ides Of March
March 9, 2011 · Category: Fundamental Analysis, Inflation, Market Commentary, Mutual Funds, Sentiment Analysis, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · 1 Comment »
An Emerging Bubble In Farm Land
March 4, 2011 · Category: Commodities, Inflation
It's getting scary.
- Mike Green, Real Estate Auctioneer who auctions farms in Iowa
Source: "In Price of Farmland, Echoes Of Another Boom", The New York Times, March 4, B1.
Prediction: Crop prices will fall and interest rates ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Why Simmering Inflation Is Poised To Knock This Market Down
February 8, 2011 · Category: Commodities, Inflation, Interest Rates, Macro Economics, Market Commentary, Sentiment Analysis, Stocks, Top Gun Financial Planning
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 »
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 · 2 Comments »
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 ...
Posted by Greg Feirman · No Comments »
David Dreman Calls For 1977-1981 Like Inflation 2-4 Years Down The Road
Posted by Greg Feirman · No Comments »
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)
Posted by Greg Feirman · No Comments »
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 »
