Home >Articles

Category: Inflation Watch

Unpacking October’s 6.2% Inflation Report

October's CPI (consumer price index) inflation report was a doozie. Year-over-year, inflation rose at a 6.2% rate through October, the fastest rise in 30 years. When the inflation debate was kicking off early this year,
Continue Reading

$100 Oil — Why Not?

I've had some direct member requests for comment regarding "the stimulus and other Congressional goings-on and how this might all play out in the market both short and long-term" (to quote one that came in this
Continue Reading

Inflation Still Coming in Hot

Inflation is higher than the Fed expected — and it's likely to stick at a higher rate for a while.
Continue Reading

INFL: An Easy Way to Add Inflation Protection to Your Portfolio

Most SMI portfolios are adequately protected against the threat of higher inflation. But here’s one additional option if you want even more inflation protection.
Continue Reading

Inflation Soars…Bond Market Snores

Another massive inflation report (PDF) came in last week, and once again the markets brushed it off. The year-over-year increase in the Consumer Price Index hit 5.0% last month, but bond yields were basically unchanged on
Continue Reading

SMI on the Radio: Is Higher Inflation Here to Stay? (audio and transcript)

Inflation is ramping up. Is that something to be concerned about? How might it affect your portfolio? SMI's executive editor Mark Biller discussed those matters last week with host Rob West on Moody Radio's MoneyWise
Continue Reading

The Large Impact of (Even) Low Inflation Over Time

Even at low levels, inflation is a stealthy, ever-present force that’s constantly whittling away at the value of your dollars.
Continue Reading

SMI on the Radio: Good News on the Economy, But Don’t Throw Caution to the Wind (audio & transcript)

The economy is booming and the stock market has been humming. But are we headed toward a significant bout of inflation? SMI's executive editor Mark Biller offered insights on the economy and the markets last week on Moody
Continue Reading

Balancing Inflation Fears With Market Realities

Today’s expanding fiscal stimulus threatens to speed up the rate at which our dollars lose value. That poses a significant risk for investors. Here’s how SMI can help you stay ahead of
Continue Reading

Inflation Basics: CPI

Have we transitioned from the disinflationary trend of the past 40 years to a new inflationary regime? It's probably the most important question facing investors today. The types of investments one would want to own are
Continue Reading