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Is There An Education Bubble?
Instapundit and many others certainly think so. Anecdotally, it seems like there could be one given the prices that many colleges are charging. Instead of thinking about it in terms of what people...
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UK Inflation, Government Induced
The Financial Times has an article on “UK inflation Hitting an 8 Month High”. Splashy headline. All kinds of stats. The real meat isn’t until the middle and end of the article. “Inflation excluding...
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Artificial Inflation
Inflation is really tricky. What is known is that the US Federal Reserve has tried to get a little inflation going via its monetary policy. Central banks in other countries, namely the UK and Japan...
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A Commodity Bull Run, If You Can Eat It
Egypt certainly affected commodity markets. Brent Crude oil topped $100 bucks a barrel. Oil in the US rose in sympathy. But the real action was in things that you could eat. Wheat, Sugar, and meat...
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China and US Government Policy
Looks like it’s going to be a big day in the grain room at the CBOT. The US Grain Council said it received information that China will be importing more corn than ever. The speculation that will...
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Inflation, US Number One Export
Vietnam devalued its currency by 8.5%. China maintains its dollar peg and refuses to let its currency appreciate. Thailand is battling inflationary pressure. The Middle East has been destabilized by...
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Do We Have Inflation? Or Not?
The Federal Reserve is out on the street trying to persuade people there isn’t any real inflation. The far right wing is telling people to start canning food and to keep buying gold because we are...
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Inflation, Where is it?
If you look at the CPI, you won’t see much inflation yet. If you look at the PPI, you won’t see much inflation yet. But Gold ($GLD) traded over $1500 an ounce which every one said was a psychological...
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Inflation, Silver and Gold, Oil, Meat and Grain and TVs
Traditionally, the Federal Reserve is always behind the curve when it comes to monetary policy. When inflationary pressures are building, the Fed fails to recognize it and doesn’t lift reserve...
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Inflation? Not Just Yet, but It’s Coming
PPI was out today, with an increase, but less than expected. Jobless claims were down. The labor participation rate is the lowest it has been. These are data points. There are things going on in the...
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Is Bitcoin Deflationary? Inflationary?
In the comments on one of the Bitcoin posts, someone posited that Bitcoin is deflationary. Other posts on Bitcoin that I have seen have said similar. Others worry it might be inflationary, since it’s...
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Inflation or No Inflation?
Is there inflation? Or isn’t there? Pundits are arguing about it. Now, there are articles about it. It almost seems like left leaning media outlets say there is no inflation, and the right leaning ones...
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It Might Be Time To Become A Bear
There are signs that the stock market is overvalued. It’s trading at 32 times earnings where it traditionally trades at 16 times earnings. Companies with no earnings are trading at crazy valuations....
View ArticleInflation, or Is It Inflation?
The Gravedancer, Sam Zell, bought gold. For a second I thought he was watching a lot of Fox News. But, he said it was a hedge against inflation. He’s seeing a lot of inflationary pressure in...
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