Thursday , 19 January 2017


Inflation/Deflation

Inflation Expectations Likely To Continue – Here’s Why

inflation

After declaring inflation all but gone last summer, investors are now deciding that calling the time-of-death might have been a bit premature. Starting in September and accelerating post-election, 10-year inflation expectations, measured by 10-year Treasury Inflation Protected Securities (TIPS), are surging [and, as I see it there] are four reasons why I think the rebound in inflation and inflation expectations is likely to continue into 2017.

Read More »

Housing: Is It A Good Inflation Hedge?

real-estate-9

Over long periods the inflation-adjusted price of homes in the U.S. has tended to increase by a little more than 1% per year. That doesn't mean owning a home is a good way to make a 1% real return on your money though. This article explains why.

Read More »

The Motives & Incentives Driving the Current Passion For Inflation

inflation

Just as the amount of outstanding debt has spiraled uncontrollably higher, so too will inflation. The hubris of central bankers who somehow believe they will know the precise time to alter easy money policies in order to prevent a monetary disaster is only exceeded by the foolishness of Congressional oversight in granting that authority. Word count: 1139

Read More »

Hyperinflation Is Coming To The U.S. But…

bth_hyperinflation

I think that the U.S. has a roughly 0% probability of experiencing hyperinflation within the next 2 years. I also think, however, that the U.S. has a 100% probability of eventually experiencing hyperinflation. Below I explain why I think that is the case.

Read More »

Which Measure of Inflation Is Closest to the Truth?

inflation

There is a strong belief that independent measures of inflation are false and not trustworthy. I address this issue and show how the rate of inflation is measured today, the historical background of it, and compare different methods to find out which one is closer to the truth.

Read More »