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Learning that drives better investment decisions


Is There a Price Bubble in the US?

I have been looking at inflation because we have a 25% weighting in commodities in one of my investment strategies. The inflation debate is critical because if I get it wrong and inflation starts slowing, I would expect that commodity position to fall. And if I get it right, then that commodity position will do well.

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The Bonds That Protect against Inflation

An investor recently told me that she was worried that the US stock market could crash and therefore she had increased her holdings of bonds. But then she told me that she was worried that inflation would rise and along with it interest rates.

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