Tag: inflation

My Greatest Concerns for the Decade to Come (Part 2)

As a portfolio manager, Bill Valentine has two overwhelming concerns about the investment markets in the decade to come. This month, he discusses the second one.

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There’s a HUGE Bubble Right Now! Look Out!

Bubble-spotting is a hobby at Valentine Ventures, and this week, we want to point out one that is massive in dollar terms, wide in scope, and that has ramifications for an entire generation.

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We Are Making A Major Bond Shift

Let’s talk about the Taper.  Yes, the Federal Reserve is in the early stages of a resumption to normal monetary conditions.  Specifically, they have begun reducing the amount of monthly open market bond purchases, and eventually they’ll no longer be buying bonds.  Eventually, they will begin to raise interest rates. How will this affect investors’

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Four Things To Glean From Treasury Yields

Did you know that the yield on the 10-year Treasury note can tell you quite a few things about the markets? In this week’s Market Message, Bill Valentine shares four distinct insights to be taken from the 10-year Treasury yield.

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The Market Is Like A Petulant Child

This week, the Federal Reserve continued its strategy of giving very advanced warning that its extraordinary easy policy will eventually be wound down, as we discussed in our “Market Message” on May 31, “The Worm Has Turned.”  This is fundamentally good news. It affirms the Fed’s awareness of the need to stop bond buying, and

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Bernanke’s Hurt Locker

There is no more important issue facing our economy, indeed the world’s economies, and the future performance of the markets than the reversal in Fed policy that will happen over the next several years.  The stakes couldn’t be higher. Do too much, put us into contraction.  Do too little, create inflation. For now, the duty

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The Worm Has Turned

A few days ago, Federal Reserve Chairman Bernanke took what I believe to be the first step in ending Quantitative Easing (the massive money creation / bond buying program dating to the depths of the Financial Crisis).  Chairman Bernanke’s seemingly subtle mention that the Fed will stop easing if the economy continues on its current

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Is This a New Bear Market….Or Something Else?

With volatility up and investors looking for any kind of perspective, what should you make of the stock market of late?  Is this the start of the next Bear Market (and thus the end of the 2.5 year old Bull Market)?  Or is it something else.  If you look at the other Bear Markets of

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Debt Ceiling 2011: President Obama and US Congress Should Avoid Creating An Economic Crisis

There has been much wringing of hands and gnashing of teeth around the debt ceiling and budget agreement in 2011.  Will President Obama and the US Congress raise the ceiling in time?  How important is it, anyway?  And what’s the right solution to avoid creating an economic crisis? Manu Raju of Politico says, “The Senate

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Everything You Need to Know About Inflation In Ten Charts

It seems everyone has an opinion on inflation these days.  Some say we currently have high inflation.  Others say we are actually in a state of deflation. Still more say we’re on the verge of Hyperinflation. So who’s right?  None of those folks. The fact is, and as these charts will show, we have a

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