Inflation is measured many ways. Government reports will talk about core inflation, inflation excluding food and energy, consumer price index, producer price index and so on. These measurements all exist in the academic world....
Read MoreMuch of the current global growth scenario is built upon the notion that China will continue to supply the fuel. Long term, this is a generational move that will happen as China demographically reinvents itself. However,...
Read MoreThe market has stated repeatedly throughout 2010 that it’s good to own, “stuff.†Tangible assets with a finite supply have increased in value because they are known quantities....
Read MoreTraditional agricultural commodity markets have always been subject to supply disruptions. Think about the mid-west flooding of the mid 90’s, mad cow disease, Florida orange crop freezes as well as labor strikes and...
Read MoreThe Eurozone debt concerns have finally taken their rightful place as a daily front -page news story. Tuesday, Spain brought 2.5 billion Euros to market in 12-month bonds. The average rate for the auction was 3.45%. This is 45%...
Read MoreThere’s an old investment saying that says, “Never marry a loser.” When the ego gets in the way, the trade becomes more about being right, than about being profitable. When J.P. Morgan used Federally backed...
Read MoreThere are several sayings intended to keep us on the right path in our financial lives and in this day of data crunching, quantitative analysis, back testing and the never ending search for the best new method perhaps none is...
Read MoreLast week we discussed the growing volatility in many of the best trending markets of the year. We noted that the uptick in volatility had to do with three primary sources. China’s attempt to cap inflation and put the...
Read MoreEvery market crash or bursting bubble is like the ice cream truck calling kids to the street. Portfolio managers and re-balancers know they get the opportunity to truly be heard only when something goes wrong. Most people live...
Read MoreIt’s been a banner year for commodity markets as many of them have witnessed unparalleled growth. The one sided movement in many markets in 2010 has made commodity funds quite favorable as they are only able to invest...
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