Investment Strategy
Published: July 2022 There's a ton of focus in financial media about how high energy prices will go, or how low they will fall. However, I think a lesser-understood aspect of this current energy and inflation problem relates to time. It's not just the high price of energy that matters; it's also the time that it remains at high prices that … [Read more...]
June 12, 2022 Several of the major central banks are stuck in a trap of their own making. This includes the US Federal Reserve, the Bank of Japan, the European Central Bank, and others. The credit-based global financial system we have constructed and participated in over the past century has to continually grow or die. It's like a game of … [Read more...]
Published: May 15, 2022 Throughout history, people have attempted to create something from nothing. On one hand, there are real scientific innovations- new developments that allow us to tap into denser energy sources and increase productivity to improve most peoples' quality of life. They create something from nothing only in the sense … [Read more...]
This is a guest post by Josh Arnold for Sure Dividend. I don't normally accept guest posts but was happy to make an exception for Sure Dividend, since I used to do some shared work with them regarding dividend stock analysis a few years ago. With stocks selling off, this is a good time to start going through your watch lists to see what types … [Read more...]
Published May 2022 Inflation, and specifically stagflation, makes investing more challenging. Stagflation is when inflation is high, but growth is low or negative. Cash and bonds are obviously a rough place to be, because their yields are often below the level of inflation in an inflationary environment. A bond is a promise to pay a … [Read more...]