Barry reads his new post on Stagflation
Search Results for: "agflation"
My ongoing themes of agricultural commodity demand and frontier markets dovetail nicely on this one.
Some of the best reading you’ll do today.
Peter Boockvar says inflation is the next shock markets will have to deal with
What are you gonna tell me now, tough guy?
Over the last 50 years, the three recessions with the highest share of temporary layoffs were followed by the fastest labor market recoveries
Interesting factoid from the Wall Street Journal: The broad S&P is up only 2.8% since the year began. The Dow Jones Industrial Average and Nasdaq Composite Index are even flatter for 2014, with the Dow up a tiny 0.18% and the Nasdaq up 0.22%. It is rare for all three indexes to be up or…
…real traders see real swings. Historically speaking, a portfolio comprised of all US stocks is the surest way to build wealth. Unfortunately, this portfolio carries with it the highest volatility imaginable and is almost impossible for most people to maintain. There have been zero rolling 20-year periods between 1926 and 2013 during which stocks have…
The big article leading off the New York Times Business section today entitled: Investors’ Quandary: Get In Now? with the opening line: “So is it too late for investors to join the party?” All your favorite market gurus are in the piece – Birinyi, Arnott, Wein, Rosenberg etc. It’s all so embarrassing. Everyone has an…