Inflation at the Gates
this year I set out the case for why the American consumer is seeing inflation at the highest levels since the 80’s (see article titled “Kindling for the Inflation Fire”). Fast forward a few months later, and we’re still in a high inflationary environment. But, rather than continue to spend time discussing the cause of inflation or ways the Fed could fight it, I figured it would be worth our time discussing issues we can actually control. So, here is a definitive list of assets and how they behave under [...]