MICHAEL HOWELL | Gold's a Fast Disappearing Asset, Commodities ⬆️, Inflation ⬆️, Get Hedges Now!
When the creation of money sufficiently hurts the actual and prospective returns of cash and debt assets, it drives flows out of those assets and into inflation-hedge assets like gold, commodities, inflation-indexed bonds, and other currencies (including
Ray Dalio • Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail
The hidden cost of this ‘monetary inflation’ turns on the relative rather than the absolute impoverishment of wage earners. Monetary inflation may not necessarily spill-over into faster high street inflation , but it almost certainly will mean faster asset price inflation . Portfolio investment choice is less about choosing ‘cheap’ stocks versus ea... See more
Michael Howell • The Debt-Liquidity Spiral
Inflation, Interest Rates, The War in Ukraine & Commodity Prices, Labor Markets and The Great Repricing
Compounding Thoughts • Making Sense of the Macro
Long Historical Cycles: Where are we in a 20- or 30-year inflation cycle? Are we transitioning from a disinflationary era into an inflationary one?
• Structural Indicators: Have demographic trends changed substantially? Is globalization giving way to regionalization? Are commodity investment patterns and energy transitions setting the stage for pers
... See morekaustubhs • Inflationary_Cycles
as the trend progresses, it comes to be understood that the central, underlying system that is being corrupted is the currency, that most of today’s political and financial malfeasance depends on easy money, and that inflation is an ongoing policy of this pervasive new regime. When this realization becomes sufficiently wide-spread, the trends towar
... See moreJohn Rubino • The Money Bubble
A mentor of mine once told me that the market would do whatever it could to cause the most pain to the most people. One way to do that would be to allow deflation to develop over the next few quarters or years, thereby probably affecting many investment classes, before inflation and then stagflation become (hopefully) the end of our perilous journe
... See more