Inflation Archive

Top Gun FP Client Note: A Preview Of 1st Quarter Earnings

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. ...
Posted by Greg Feirman  ·  2 Comments »

Top Gun FP Client Note: The Point Of Maximum Complacency

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

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

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

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

September 26, 2009  ·  Category: China, Economics, Federal Reserve, Inflation, Japan
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

August 19, 2009  ·  Category: Currencies, Gold, Inflation, Market Commentary, Warren Buffett
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 »

20 of 22 US Hedge Fund Managers Say They Bought Physical Gold For Personal Accounts

July 30, 2009  ·  Category: Gold, Inflation
"Gold lures inflation wary hedge fund chiefs", Reuters, July 30 (via Kirk)
Posted by Greg Feirman  ·  No Comments »