Peter ElstonMay 29, 20224 minMarketsGrin And Bear ItSigns point to the start of a bond bear market Since their peak on 4 August 2020, long duration Treasuries are down 40% in real terms....
Peter ElstonMay 27, 20222 minMacroBad and Ugly: The Two Types Of InflationNext week I will post my latest What Investment magazine column in which I wrote about the difference between cyclical and structural...
Peter ElstonMay 25, 20222 minInvestingIt's Time to Start Thinking in Real TermsThere are two effects of high inflation. The first is one that we have in recent weeks and months become brutally aware of, namely its...