inflation

The one ingredient missing for a major bond price top is the blowup of a big firm

The one ingredient missing for a major bond price top is the blowup of a big firm like LTCM, Bear Stearns, Lehman, Orange Co., MF Global, etc. Maybe it has already happened, and we just have not heard yet.(Tom McClellan)

Q2 hedge fund letters, conference, scoops etc

inflation

The inflation is back

Walmart said it saw “modest” inflation in the first quarter, but it has heated up lately, and a Walmart shopping trip was 5.2% more expensive in June compared with a year earlier. For thrifty Walmart shoppers, that matters.’ (link: https://www.bloomberg.com/news/articles/2019-08-10/walmart-feels-inflation-sting-prices-and-something-s-gotta-give) bloomberg.com/news/articles/…   

inflation

Borrowing doesn’t mean what it used to mean

inflation

While precious metals seem to prosper, commodities linked to the business cycle seem to falter. It seems as if WTI oil prices have broken lower. This story could have legs for real, if the Chinese started buying more Iranian oil. Will they dare? It will not only piss off the US, but also Saudi Arabia.

inflation

Value of global bonds has hit a fresh high of $55.8tn as investors rushed into safe-haven bonds amid US-China tit-for-tat escalation and further central bank easing abroad.

inflation

Global stocks have lost $1.5tn in mkt cap this wk as investors navigated through another round of US-China trade war escalation. Yuan breached 7 per Dollar while US Treasury labelled China currency manipulator. Tit-for-Tat escalation seen as downside risk to growth & risk assets.(Holger)

inflation

Article by Ritesh Jain, World Out Of Whack


Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted & limited time offer for being a sophisticated and loyal reader.

ValueWalkPremium is a website and newsletter on the latest industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today and get our exclusive content for 40% off. This is our second biggest discount ever!!

Use coupon code VIP20 or click on the button below

Limited time offer only ENDS 2/29/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others

 

0