Ετικέτα: inflation
Yes, this is a market bubble – and it may burst...
Do I believe that we are in the middle of an asset valuation bubble? Absolutely. Do I believe it will burst? As in all...
There’s more pandemic-era punches to come for institutional investors
Mike Tyson’s one liner “Everyone has a plan until they get punched in the mouth” comes to mind when I think of the predicament...
It’s not the popular view, but higher inflation and higher interest...
I know what I am about to suggest will go against the grain. But I am a value investor and used to expressing a...