There are some premises about the future of the markets underlying every portfolio.
Sentiment is so glum the bear leaves room for a countertrend rally.
The “real” yield you read of is probably fake.
Is the demographic crisis real? Or is it a figment of our rhetoric?
The crash in oil prices is just the latest symptom of gathering deflation.
The US dollar has been appreciating since January … in real terms.
Continued from Inflation is Not an Economic Condition.
Inflation – or its mirror image, deflation – has nothing to do with demographics, technology, economic growth or any of the other usual suspects.
A primer on bonds.
Have special concerns about inflation or deflation? Here’s how to adapt a basic portfolio.