Home >Articles

Category: Inflation Watch

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

How Accurate Are the Government’s Inflation Numbers?

This week, the government's Bureau of Labor Statistics released its monthly update (PDF) of the Consumer Price Index (CPI), a measure that tracks increases in the cost of living. The "CPI measures inflation as experienced
Continue Reading

SMI on the Radio: Why Interest Rates Are on the Increase (audio and transcript)

In the bond market, interest rates have been heading up — and rapidly. How might that affect your fixed-income investments and overall portfolio? SMI's executive editor Mark Biller offered insights earlier this week
Continue Reading

Are Stocks Really Overvalued?

One thing that makes it difficult to evaluate how good a deal stocks are at any given point in time is the measurement systems are constantly changing. Not only are there several different versions of popular valuation
Continue Reading

How Should the Elections Impact Your Portfolio?

An interesting thing happens every time power shifts between the political parties in Washington — half the country immediately gets significantly more optimistic about the economy's prospects, while the other half
Continue Reading

Adding Commodities to SMI’s Fund Upgrading Portfolio

Commodities can play a valuable role in diversifying a portfolio. That makes them an attractive addition to a stock/bond-oriented portfolio such as Fund Upgrading. 
Continue Reading

Forced Further Out on the Risk Curve

To the average investor, the most important star in the investment sky is the stock market. While the behavior of the stock market is certainly important, it's the shifting nature of the bond market that has driven
Continue Reading

The Retirement Investing Challenge: Keeping Up With Inflation While Limiting Risk

A financially secure retirement doesn’t just happen. Careful planning and wise investing are crucial to making your retirement years golden. 
Continue Reading