Last year we predicted 2022 Real GDP in the 0-2% range (The Atlanta Fed's GDPNow cast for Q1'22 is 0.5% as of March 8th). A recession this year is inevitable as the Fed moves to increase the Fed Funds rate and migrates from Quantitative Easing to Quantitative Tightening (Thereby shrinking the money supply). The first … Continue reading Tangible Value When Inflation Persists
Stick With The Playbook In The Face of War and Inflation
Back in November we encouraged investors to look to commodities, precious metals and cash-rich stocks in the face of inflation. It would have made us look smarter had we included the Energy sector on our list. The NASDAQ has another 20-30% to drop in our view as inflation persists and as the U.S. Economy softens. … Continue reading Stick With The Playbook In The Face of War and Inflation
Cash Rich Stocks & Other Ideas To Hedge Inflation
Hate to say we told you so, but this inflation train is moving into high gear and will remain strong throughout 2022, particularly as higher home rental prices start to flow through the Fed's home rental price surveys. Our view is that the Fed will be forced to accelerate its tapering effort to perhaps conclude … Continue reading Cash Rich Stocks & Other Ideas To Hedge Inflation
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