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.
Want to know what oil stocks we’re buying and why? This video explains it all:
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Overview: Today the US Bureau of Labor Statistics released the April Consumer Price Index (CPI) of 8.3%. This is above expectations of 8.1% and below last month’s 8.5%. Let’s...
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Introduction: We’ve been writing about inflation and the destruction of value in the US Dollar since November last year. However, when we talk to other market professionals, they comment...
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