Sitting in my firm’s investment committee meeting in April 2009, it was clear we had a problem. A...
Tag - Inflation
2023 Will Be a Year to Accumulate World-Class Cryptos
Boy, what a difference a year makes… 2021 was a bull market for the ages. That year, the S&P 500...
The Pain From Inflation Is About to Get Worse
As I write, we’re finishing a brutal election cycle that will likely change the political landscape...
A Short Recession and New Artificial Intelligence Applications…
Dear Reader The 10-2 spread is a popular financial metric that’s been getting a lot of attention...
Recessions Bring Hardship and Massive Opportunities…
Legendary economist Milton Friedman once described inflation as “always and everywhere a monetary...
Why Persistent Inflation Is Here to Stay
In February 2020 – right before Covid reached America’s shores – I gave a private talk to a room...
How to Start Preparing for the Next “Up” Cycle
We're on the “1980s Recession Clock”… That's what my colleague Pete Carmasino...
Profit when the Markets are Manic with these Alternative Investments
It’s rough out there… Inflation is at a 40-year high. According to the Consumer Price Index (CPI)...
Bear Market Investing Strategies to Beat Inflation…
Last month was one for the record books – but not in a good way. Stocks officially closed out their...
7 Stocks to Guard Against the Rise of Inflation and Food Shortages
Seven inflation-shelter investments to buy are gaining appeal as potential safe havens amid fears a...