New Normal: High Unemployment, Near-Zero Interest Rates and Out of Control Inflation March 16, 2021 10:22 am
Long commodities, short bonds. Protection against inflation, and the house of cards that is the US bond market. March 14, 2021 8:56 pm
Are we already in recession? Depends on measurement of inflation. Rate of change in private consumption is dropping quickly. April 26, 2019 5:13 pm
Despite fears of hyper-inflation, QE failed to trigger US inflation. GK has simple explanation: April 18, 2019 12:48 pm
