THIS ISN´T INFLATION´S TIP-PING POINT / THE WALL STREET JOURNAL

This Isn’t Inflation’s TIP-ping Point There are reasons to expect more inflation, but don’t take the surge baked into Treasury inflation-pro...

AS COVID OPTIMISM GROWS, INVESTORS SEEK TO HEDGE AGAINST INFLATION RISK / THE FINANCIAL TIMES OP EDITORIAL

As Covid optimism grows, investors seek to hedge against inflation risk The global reflation trade means a change of strategy on portfolio p...

WHY THE MOST IMPORTANT HEDGE IS AGAINST UNEXPECTED INFLATION / THE ECONOMIST

Buttonwood Why the most important hedge is against unexpected inflation High asset prices stem from low inflation and interest rates ...

TIPS AND GOLD -- COUSINS, NOT BROTHERS / SAFE HAVEN

TIPS and Gold -- Cousins, Not Brothers By: Michael Ashton A longtime reader (and friend) today forwarded me a chart from a well-known...

THE MESSAGE OF TIPS, GOLD, AND P/E RATIOS / SEEKING ALPHA

The Message Of TIPS, Gold, And P/E Ratios   by: Calafia Beach Pundit   Starting with the premise that the wor...

FED VERSUS THE MARKET : WHICH IS RIGHT ABOUT INFLATION ? / BARRON´S MAGAZINE

Up and Down Wall Street Fed Versus the Market: Which Is Right About Inflation? FOMC deems oil price plunge “transitory” while slide in...