Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
I’m getting a lot of questions right now about the overall market. People are noticing some strange trading. This morning, the S&P 500 ($SPY) and the NASDAQ ($QQQ) both...
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The new CPI was a win for the disinflation crowd as the all-items inflation metric falls to 2.3%. On the other hand, we’ve been above the 2% target for...
Read MoreFlorida Man kills python by throwing an alligator at it requiring insurance claims on three totaled tricycles? Last week, I let you know I was on a 9-hour train...
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