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The Inflation Cold Front
Episode 189
After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tuesday. While the relief will be nice, in truth, t…
4 years, 3 months ago
Twists and Turns on the Road to a Better Investment Environment
Episode 188
The long history of financial markets, like most classic novels, is full of misunderstandings, miscalculations and mistakes. Despite all of this, the…
4 years, 3 months ago
From Allegro to Adagio: Growth, Inflation and the Fed
Episode 187
When engaged in the more mundane tasks of my job, I often have classical music playing in the background. A piano concerto, in the hands of a great o…
4 years, 3 months ago
The Lag in the Drag
Episode 186
Last Friday’s strong jobs numbers came as a relief to many who feared that the U.S. economy was quickly sliding into recession. On its face, the June…
4 years, 4 months ago
The Quiet Machinery of Repair
Episode 185
One minor side effect of this terrible pandemic is that we have all become more educated on our own immune system. Looked at objectively, it is a ma…
4 years, 4 months ago
The Rollover Race between Growth and Inflation
Episode 184
In times long gone by, a popular event at town fairs and school sports days was the sack race. The competitors would assemble at the starting line, …
4 years, 4 months ago
Recession Risks and Investment Implications
Episode 183
I refuse to believe, despite gathering evidence to the contrary, that I am getting older. This being my mindset, I am perpetually astonished by the …
4 years, 4 months ago
The Keeping Cool Heads amidst Hot Inflation
Episode 182
I have been on many delayed flights recently and have a certain sympathy for the pilots who, having repeatedly told us that we would be taking off sh…
4 years, 4 months ago
The Investment Implications of Food and Energy Inflation
Episode 181
Following a solid jobs report last week, investors this week will turn their attention to inflation which, to say the least, has been more of a probl…
4 years, 5 months ago
Growth? Inflation? Recession? Principles!
Episode 180
My father, otherwise a very accomplished man, never learnt how to type properly. However, he compensated for a lack of skill with an intensity of app…
4 years, 5 months ago