Tag: inflation
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Day 294 of 1000: The 2022 Analog
In 2022, we faced an energy shock and runaway inflation. In 2026, we face an energy shock and a possible growth slowdown. How they are the same and different.
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Day 242 of 1000: Equity Valuations Fall Slowly When There’s Inflation
A lesson from financial strategist Russell Napier. Equity valuations fall slowly when there’s inflation. Are we facing a period of structurally high inflation?
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Day 31 of 1000: my monthly portfolio update
Coming up on my monthly portfolio buy/sell day, I’m considering the near-term and long-term macro situation as well as asset charts.