Monthly Archives: January, 2011
A Low-Risk Inflation Hedge
The conventional wisdom is that bonds are a terrible investment when inflation accelerates. The theory is that rising inflation causes interest rates to rise...
Global Inflation Heating Up
Inflation is heating around the globe. China is tightening policy to combat inflation, Brazil is raising rates, the U.K. is talking tough on inflation...
A Caution Signal
Young Research’s Moving the Goods Index is looking toppy relative to the S&P 500. Our Moving the Goods Index is a market-cap weighted index...
What We’re Reading.
Bondholders Left in the Dark – By Ianthe Jeanne Dugan, The Wall Street Journal
This is a major problem and one reason investors should think...