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Are we now in a world where inflationary pressures affect Treasury Bonds but not Corporate Bonds? Beating the Drums of Inflation

It seems like the inflationistas are predicting inflation rather than showing data to support it’s e...

The WHO too are skeptical about herd immunity in 2021 Back to Normal: We're not buying it

Mainstream consensus is a return to normal - we're not buying it. Inflation, jobs, asset prices are...

Many investors have short attention spans and quickly pivot to the ‘new shinny’ thing the Fed is showing them. Talking About Inflation and Creating Inflation, Are Very Different Beasts

After decades of trying to create inflation, we have had lackluster results (and most of these years...

Part of the attraction of buying physical gold is that you can feel it and enjoy it and have an emotional attachment to it. The Real Value of Gold

Humans have always been fascinated by gold which is one of the heaviest natural elements. It invokes...

0.6% CPI - in normal times that would be rather tepid  - and especially after $7T of extraordinary stimulus Where are the ‘Negative Real Rates’ ?

Such predictions of inflation are in its early days. Even if inflation does present itself – it woul...

Monetary velocity peaked in the early 1980s and has been on a decline every since. No Inflation, No Stagflation, Yields and Bonds

Even with the explosion of the monetary base in 2008 with the great recession and the stimulus provi...