http://investorsinsight.com/search/SearchResults.aspx?a=13&o=DateDescending&tag=Inflation&orTags=0Search results matching tag 'Inflation'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)http://investorsinsight.com/media/p/2797.aspxTue, 27 Jan 2009 05:23:34 GMT94e1e1ff-3922-415d-9584-19119299714b:2797JohnMauldin<p>The Fed has taken interest rates to zero. They have clearly started a program of quantitative easing. What exactly does that mean? Are we all now Japanese? Is the Fed pushing on a string, as Japan has done for almost two decades? The quick answer is no, but the quick answer doesn&#39;t tell us much. We may not be in for a two-decades-long Japanese malaise, but we will experience a whole new set of circumstances. In what will hopefully be a shorter holiday version of the e-letter, I will tackle these questions and more.<br /></p>http://investorsinsight.com/media/p/2136.aspxTue, 09 Sep 2008 18:35:36 GMT94e1e1ff-3922-415d-9584-19119299714b:2136JohnMauldin<p>This week I am in Maine on vacation with my son, and next week is my daughter Tiffani&#39;s wedding, so for the next two weeks I am going to send an updated version of a speech I have been giving the past few months on what I think is the likely potential for the rise of a brand new asset class. It is too long to be sent as one letter, so we will start with the first part today and finish with the second part next week. This first part can be read as a standalone letter. I think we&#39;re at a watershed moment, what Peter Bernstein defines as an &quot;epochal event,&quot; with the very order of the investment world changing as it did in 1929, in &#39;50, in 1981, where a number of things came together - it wasn&#39;t just one thing but a number of events happening that conspired to change the nature of what worked in the investment world for the next period of time. It took most people a decade after 1981-2 to recognize that we were in a different period, because we make our future expectations out of past experience. It&#39;s very hard for us to recognize a watershed moment in the process. We&#39;re going to look back in five or ten years and go, &quot;Wow, things changed.&quot; As we will see, it&#39;s going to be a change that&#39;s going to cost people in their portfolios and in their retirement habits....</p>http://investorsinsight.com/media/p/1906.aspxThu, 03 Jul 2008 13:35:23 GMT94e1e1ff-3922-415d-9584-19119299714b:1906JohnMauldin<p>It was only five years ago that the central bankers of the world, and especially the Fed, was worried about deflation. Ben Bernanke was introduced to the world at large with his famous helicopter speech about how the Fed could deal with a deflationary environment. Who would have thought that what passed as humor to a group of economists would be taken so seriously by the rest of the world? Today the worry on the mind of investors and central bankers is inflation. It is causing havoc with the markets. In this week&#39;s letter, we look at whether we should be worried about inflation, take a mid-year check on the economy, muse on the malaise in the stock market and offer a very contrarian possibility for a positive shock to the world. It should make for a thought-provoking letter....</p> <p>Read by Steve Marvel, 310-226-2897</p>http://investorsinsight.com/media/p/1886.aspxFri, 27 Jun 2008 04:07:24 GMT94e1e1ff-3922-415d-9584-19119299714b:1886JohnMauldin<p>This week we were given the data that inflation as measured by the Consumer Price Index (CPI) over the last year was 4.2% and unemployment is now 5.5%. Some call for the Fed to raise rates so that we do not have to experience another lost decade like the &#39;70s and then ultimately see some future Volker forced to raise rates and drive unemployment back to 10%. Others suggest that &quot;core&quot; inflation is what should be paid heed to, and urge caution.</p> <p>This week we look at the cost of what could be a renewed effort to Whip Inflation Now, not just here but in countries worldwide. Will Trichet in Europe raise rates even as the European economy seems to be slowing down? If you think inflation is bad in the US and Europe, take a peek at Asia. And I ask, &quot;What will Ben do?&quot; It should make for an interesting letter.</p> <p>Read by Steve Marvel, 310-226-2897</p>http://investorsinsight.com/media/p/1851.aspxThu, 19 Jun 2008 04:03:56 GMT94e1e1ff-3922-415d-9584-19119299714b:1851JohnMauldin<p>Today, we have to look at the unemployment numbers, and the connection between the credit crisis and the rise in oil of about $16 dollars a barrel in just two days! If there is still room, the dollar is certainly being pushed and pulled by central bankers, who are also worried about inflation. And I doubt we will have room to cover what is a very important rise in inflation in Asia. It is all connected....</p> <p>Read by Steve Marvel, 310-226-2897</p>