investing Archives - Page 3 of 4

Probably the worst inflation call in the history of the Federal Reserve

Back in May we presented an article from The Wall Street Journal where author James Mackintosh opined that investors are woefully unprepared for inflation and, “It is too soon to go all-in on the idea that inflation is inexorably headed […]

Inflation And The Macroeconomic Trap Of Fiscal Dominance

Bloomberg recently published an article by Noah Smith titled “Two Big Things You Need To Understand About Inflation.” The article describes the “macroeconomic trap” known as “fiscal dominance”, or when fiscal policy dominates monetary policy. Smith explains that the current […]

Bitcoin in addition to, and not instead of gold

Exponential price increases in Bitcoin have capture investors’ imaginations, initiating an ongoing debate about whether cryptocurrencies are a substitute for gold in a personal investment portfolio. In an article recently published by The World Gold Council titled, “Gold and cryptocurrencies […]

With Inflationary pressures mounting, consider gold as a strategic asset

“Kiplinger’s latest forecast on inflation,” author David Payne states, “Gas prices had risen 31% over the four months from December to March, and Core inflation, which excludes the costs of food and energy, will run at about 2.3% in 2021, […]

Is the Fed’s plan to let inflation run hot a recipe for dollar debasement?

In the March 29, 2021 issue of “The Global Investment Committee (GIC) Weekly Morgan Stanley’s Lisa Shalett, Chief Investment Officer Head of the Global Investment Office Morgan Stanley Wealth Management, believes “the Fed’s plan to let inflation run hot is […]

A Case for Diversification with Gold

This Jared Dillian quote exemplifies one of the primary points we encourage our clients to consider when they assess their investment strategy. “Some people say that gold outperforms stocks. Some people say that stocks outperform gold. It depends on where […]