Big Bailouts, Bigger Bucks
ritholtz.com 11/25/2008 — 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 ...

The Inflation Factor
ritholtz.com 12/18/2008 — The Inflation Factor Doug Short is a retired IT manager and lifelong investor with a Duke Ph.D. and a prior career as an English Professor at North Carolina State University. In the mid-’80s I was seduced by IBM microcomputer technology and ...

Is Big Inflation Coming?
globaleconomicanalysis.blogspot.com 1/26/2009 — Adam Hamilton at Zeal is predicting Big Inflation Coming . The growing legions of deflationists see an unstoppable depression-like deflationary spiral approaching like a freight train. They cite some convincing data. The stock markets have been cut in ...

Inflation and Stocks
crossingwallstreet.com 11/20/2008 — 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 ...

photo: “Hayek’s Got Inflation by the Balls”
hayekcenter.org 3/8/2009 — This is a bull named ‘Inflation’ — named “Inflation” because the beast never stopped growing. There on the left is Nobel Prize winner Friedrich Hayek, who’s got Inflation by the balls. The picture was taken by ...

"A Long Way to Inflation"
economistsview.typepad.com 6/17/2009 — Andy Harless says we're not even close to experiencing an outbreak of inflation: A Long Way to Inflation, by Andy Harless : Most of the media seem to have interpreted today’s lower-than-expected increase in the producer price index as good ...

Time to Tame Inflation Is Before It Strikes
online.wsj.com 6/29/2009 — Insurance is often most worth having when it seems least necessary. Right now, you might feel you don't need any insurance against a rise in the cost of living. Inflation, as measured by the Consumer Price Index, is running at negative-1.3% over the ...

Misunderstanding Inflation
alephblog.com 9/9/2009 — Monetary inflation leads to inflation in goods, services, and/or assets. We just went through a decade (and then some) where there was low product price inflation, but there was significant inflation in asset values. What was the response from policymakers? Aside from a rare comment ...

"A New Approach to Gauging Inflation Expectations"
economistsview.typepad.com 27 days ago — Good news for those worried about inflation: A new measure of inflation expectations indicates that "longer-term inflation expectations remain near historic lows, in the neighborhood of 2 percent": A New Approach to Gauging Inflation ...

NO SIGN OF INFLATION. SO WHY WORRY?
capitalspectator.com 6/3/2009 — Inflation's still not a risk but arguably neither is deflation. We're not quite ready to officially claim that the D risk has been vanquished, but we're close. As it turns out, we're not alone. The bond market is increasingly inclined to turn the ...