How to Confront Stagflation
In a period that crushes financial assets and currencies, investors need to own the king of all commodities: gold.
In a period that crushes financial assets and currencies, investors need to own the king of all commodities: gold.
The stock market is a casualty in the Fed’s fight against inflation. Will the entire economy follow? If so, will the Fed make a dovish pivot?
As global food and commodity prices surge, nations are turning inward to protect their own food security. For emerging economies, inflation has a particularly nasty bite.
When public debt starts hitting the tens of trillions, governments only have one option: inflate it away. Sorry citizens!
Individual investors are relentlessly “buying the dip,” yet stocks continue to tumble. Maybe it’s time to abandon the risky bets and get into something real?
WWIII looms, equities are getting clobbered, and investors are stacking up on cash. Cash redeployment will be a powerful force.
The U.S. financial markets rest on how much investors trust the almighty Fed. Can they engineer a soft landing after so many egregious miscalculations and deteriorating credibility?
The changing world order comes with a new battle between financial assets, and commodities are winning.
The yield curve just inverted, a signal that has accurately predicted 10 out of the last 10 recessions. As investors exit the bond market, where will they go?
The United States just made a monumental decision that discourages central banks from holding U.S. dollar reserves. Where do those trillions go?