Biden’s Climate Law Exposes Mispriced Assets Due for Writedowns
Financial markets aren’t pricing in the heightened risk of mass writedowns across energy portfolios that’s implied by the Inflation Reduction Act.
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How to Prepare Your Portfolio for A Potential Stagflation
Like the 1970s, the central bank was caught off-guard by sudden spike in inflation, putting it behind curve in its fight against today's inflation.
Why Inflation Isn't Always Bad for the Stock Market
If you follow markets news, you've probably seen a few hundred headlines this year.
Cutting Commodities as Inflation Hedge Now ‘Team Sport’: Chatham
A rising number of firms are taking steps to mitigate the commodities exposure within their business in the face of persistent inflation.
Crypto Pro Sam Bankman-Fried Warns Against Traditional Portfolio Hedges During Inflation
Sam Bankman-Fried founded the cryptocurrency and derivatives exchange FTX in 2019, and it quickly has become the sixth-largest exchange by volume.
Grading the Inflation Hedges
A big win for commodities funds. Crypto, not so much.
Inflation Fatigue? Bond Investors Latch On to Disinflation
Bond market pricing in sharp deceleration in inflation over next year, as aggressive tightening by Federal Reserve to counter steep surge in prices.
