Category Archives: Main Page

As always, Lacy Hunt offers a worthwhile macro update in this interview. Lacy Hunt Ph.D. Returns to talk about dis-inflation, the velocity of money and what happens when the supply chain gets restored. Lacy Hunt is a world-famous economist and … Continue reading →

How well we interpret and respond to the inflation cycle defines longer-term investment outcomes more than anything else.  With the consensus now confidently in the accelerating inflation camp, alternate views are rare and worth considering.  David explains dominant factors well … Continue reading →

As I explained here, because commodities and commodity futures are widely stockpiled and traded by speculators, users and producers alike, prices can wildly disconnect from supply and demand factors, misleading inflation expectations and intensifying social unrest. Over the past year … Continue reading →