Chart of the Week: Inflation Across the Board in Commodities

Our Archive

Search completed

One of the biggest mistakes that  I personally have made as an investor over the past 18 months has been underestimating the power of the reflation trade.  While you probably know I’ve been a big time commodity bull since 2004 (and had a lot of success in agriculture especially), I “lost my way” after getting […]

Read More

Here’s a fantastic historical review of inflation by Columbia Business School Professor Frank Byrd.  One of the best presentations about what really drives inflation. The whole preso is well worth a watch.  The best part is around minute 19, where Byrd makes a key point – which is that the cost of capital has been […]

Read More