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Inflation and Stocks
With today’s report showing how steeply prices fell last month, I wanted to revisit the issue of inflation’s impact on stock prices. Let me add the important caveat that correlation doesn’t necessarily mean causation. The short answer is that inflation is bad for stocks. In fact, the only thing ...
dshort.com - Financial Life Cycle Planning
dshort.com — "Official" Inflation at 4.94% (12.86% using the pre-1982 calculation method) The September 2008 inflation rate was 4.94%... a slight decline from August's 5.37% and substantially higher than the 2.76% rate posted for September 2007. However, if inflation ... (more) dshort.com - Financial Life Cycle Planning
Real Time Economics : Guest Post: Inflation Should Be Just Around the Corner
blogs.wsj.com — Amid signs of expected deflation, Peter Boone and Simon Johnson argue that the world must begin reflation... soon. Boone is chairman of Effective Intervention , a U.K.-based charity, and a research associate at the Centre for Economic Performance, ... (more) Real Time Economics : Guest Post: Inflation Should Be ...
Big Bailouts, Bigger Bucks
ritholtz.com — Whenever I discuss the current bailout situation, I find people have a hard time comprehending the actual... numbers involved. That was a problem for the book , and I needed a way to put this into proper historical perspective. If we add in the Citi ... (more) Big Bailouts, Bigger Bucks
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Thursday links: another $1 trillion
Abnormal Returns — ... How stocks perform in different inflationary/deflationary environments.  (Crossing Wall Street, ...

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