Tag Archives: Jeffrey Dow Jones

Inflation and Deflation, Part 3: A Blueprint for Disinflation

Our present view is that deflation will for the most part be kept in check and inflation will run cooler than many in the media and investment industry may lead you to believe. Investment strategy for such an environment is discussed. Continue reading

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Inflation and Deflation, Part 2: Captain America and the Bond Vigilantes

Baby Boomers and foreign sovereign investors will exert great political pressure against inflationary policies. The economy needs a “Captain America solution” but bond vigilantes will stand in the way. Continue reading

Posted in Federal Reserve, Government | Tagged , , , | 3 Comments

Inflation and Deflation, Part 1: The Inflation Chupacabra

Inflation is the boogy man of the current crisis and the the threat may be real or may be mythological. The two extremes, inflation and deflation, are argued here. Continue reading

Posted in Uncategorized | Tagged , , , | 5 Comments