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deflation


Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.

Interest Rates, the Fed, and Inflation’s New Normal

If new disinflationary pressures are left unaccounted for, inflation, holding all else equal, will remain subdued, and the pace of rising rates will be slower than was expected by either the market or the Fed.

Introducing the Unterest Rate

Let's stop saying "negative interest rates" and come up with a new word for a new phenomenon.

Two Views on the QE Endgame: Avinash Persaud and Richard Duncan

At the recent CFA Institute India Investment Conference in Mumbai, attendees were presented with two very different perspectives on quantitative easing.

Linkfest: Euro QE? Inflation is the dog that didn’t bark; Bond fund exits strain liquidity; Dalio: forget alpha, just meditate

Today’s most shared: Euro QE on tap? … Heroic central bank efforts fail to stoke inflation, squash deflation risk… Investors run for the exit from bond funds, may run into liquidity problems… Reactions to Bloomberg… READ MORE ›

Linkfest: Germany rejects FX blame game; Libor reform proves tricky; Harvard’s endowment unimpressive

Today’s most shared: Germany pushes back on criticism of economic policies… Specter of deflation haunts Europe… Oracle shareholders vote overwhelmingly against Ellison’s compensation package… Libor unreformed despite scandal… After long superior record, Harvard endowment’s 5-year… READ MORE ›

Linkfest: Carl Icahn v. Tim Cook; JPMorgan’s Madoff penalty; Bank settlement battles, footnotes, and criminal liability

Today’s most shared: Activist Icahn targets Apple… Possible Madoff penalty for JPMorgan… Bank settlements and lack of criminal liability… Lawyers battle over footnotes, commas as banks look for ways to sidestep new regs… SEC proposes crowdfunding regs.

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Why You Need to Own Japanese Equities

Are you among the masses of investors who have either lost money or underperformed by putting faith in Japanese equities?

Since the end of 1990, the TOPIX Index has annualized a whopping –1.96% through August 2013 in yen terms, trapping… READ MORE ›

Why You Need to Own Japanese Equities

Daniel Kim, CFA, discusses how you should interpret all of the glamour and hype over the Japan’s current economic rebound and high aspirations of political reform.