Topic Archives: Inflation

“… this is a completely hidden – and yet legal – drain on your retirement savings, mandated by the U.S. Government. And the worst part is that for the last five years, without fail, this “tax” has increased. In fact, at the current rate, over the next five years, you could be in line to shell out as much as 65% of your total retirement portfolio!” So what is Taipan talking about with this one?

Comments

  • Travis: IMHO the NFT sports collectible market is primarily driven by fan emotion, a proxy for social interaction, celeb...

  • I like having anywhere from 5-10% of my assets in precious metals, either through equities (mostly royalty and streaming...

  • about BTG, I read a blog on John Paulson's move to gold as a "crisis hedge" if inflation continues. Gold-related stocks ...

  • FDR needed money, and couldn’t print it out of thin air because the dollar was backed by gold. That’s no longer t...

  • Given the opacity of the market, and the fact that the main users of the commodity are a few very large corporations who...

  • Thanks for the response. I've enjoyed reading your contributions to this thread. Your insight on the fear/greed index is...

  • Luke Lango and Cathie Wood are the two people who have so far correctly analyzed the current situation vis a vis inflati...

  • In hindsight, I fear we will be thinking "what were we smoking before the crash" , it will all be available at PE6/1 as...

  • Beats me. I'd plan to have a portfolio that is at least somewhat insulated against the possibility of inflation snowbal...

  • Welcome back Travis, Too many SPACS , Is investing for inflation better than tech stocks for the next few quarters ?...

  • I’ll ignore them, too, for the most part. Can’t really do anything but be a little bit prepared, in my case with s...

  • Travis, what are your thoughts on the inflation numbers that came out this week? It looks like the equity markets ignor...

  • Those are all out of buying range for me, AMT is the only one I own from that bunch, but I’d be loathe to sell a consi...

  • My thoughts on those haven’t changed. Galaxy will be levered to Bitcoin prices, which is obviously terrible today... ...

  • The bubble of short supply and huge demand may be over but it looks like new housing and remodels are still growing, so ...

  • Yea, I hate buying dips . . . to see them dip more, but some look at it as averaging down. I read an opinion that peopl...

  • Thanks for another very informative article, Travis. Regarding your rational for protection, 1 thing was unclear to me. ...

  • Your inflation 'talk' is just what I needed to read. Also ..."garret"..?? Well, at least we know you are not commandeer...

  • Agreed. I’ve been buying too, although the emotions of this is gut-wrenching. I also have been trying not to look, ...

  • Yesterday was a 90% down day. Meaning 90% of the volume traded was to the downside. I personally love those days, Not th...

  • I have been asking myself the same thing. It has been a steadily decline on all my stocks bought based on PM recommenda...

  • New Found Gold is highly publicized, significantly overpriced and is a high risk/low reward investment at this time. Hu...

  • Had I not watched the Berkshire Annual Meeting (as part of my homework assignment from Travis this weekend), I would pro...

  • Every US president in the past century has said they back a strong dollar, but the US dollar has lost purchasin...

  • Hmmm... I would say Zuora *may* be an okay bet if you are able to cover your risk as Travis suggests with options. Don'...

  • I agree that we’ll generally see currencies decline in value/purchasing power for the next few decades, as has been th...

  • Not many specifics yet on proposal but looks like would only apply only to those making over 1 million per year. Their ...

  • Assuming rates and inflation stay under control, then when GDP normalizes to under 2-2.5% growth. The attention will be ...

  • Some times the truth hurts. I agree with big tuna. Undue government intrusion into the economy has accelerated socia...

  • I agree, eroding faith in the ability of the US would be a big deal... and seems like the kind of black swan event that ...

  • Wow! What a pessimist you are. COVID’s been handled ridiculously. Here we were at war with this virus and the fear...

  • It’s the sharp “spike” in rates and not just the fact they have been rising. There has always been this tug of wa...

  • Pricing power is the most important thing for a lot of companies, so that always enters my mind... and I think strong, g...

  • Jeffrey, back during the covid dip a lawyer friend of mine panicked, sold everything on 3/23/20. Probably the worst day ...

  • There is typically a short-term correlation between rates and stock prices, as you noticed, and one of my market hedges ...

  • Thanks Travis for another great analysis. For anyone thinking about investing in gold due to pending inflation, this ...

  • What do you think about Michael Burry's recent assertions that the USA is heading towards much higher inflation and the ...

  • Dear Gumshoe, The biggest issue today is the Fed's unlimited "Quantative Easing" and the Middle Class destroying Inflati...

  • I think we probably are in a bubble. But we were also, relatively speaking, in a similarly bubble-like environment in 1...

  • I just watched the most recent Casey presentation, and yes, it did NOT hook me. It starts by saying wealthy Americans a...

  • He says that the Office of the Comptroller of the Currency or OCC has recently issued a letter where they have stipulate...

  • Travis, you may be right about the top of the bull market theme. My prediction for the year is this: after considera...

  • Well yes...but if the dollar is losing value and inflation is imminent, wouldn't any dollar-based investment also hold r...

  • unless the size of the dividend increases over those 30 years at a rate that exceeds inflation, the value of that divide...

  • Travis, agreed GOLD.TO for the same reasons. I have $ 100k in that stock and of course it isn’t going to the moon, but...

  • i'm hoping it goes even above $20!! their proven gold is worth quite a lot not to mention the inferred. I personally ...

  • Inflation shouldn't make any difference for stocks vs. ETFs -- the best protection from inflation is not gold, it's inve...

  • Thanks for the informative reply! But I wasn't talking about a flash crash. I'm talking about rapid inflation. I'll say ...

  • It seems to me that newsletters that would have traded for $199 in 2010, now trade for $1999, simply because (as you obs...

  • The interesting note from this is " the gold price was set by the government at $20.67 for almost this entire time" (185...

  • I was never a goldt 40 and bug but beginning around 2014 I felt that the market had gone up too much and with the effec...

  • First I am a little 'jealous' I did not get out in when you did :). I wish someone could tell me: (mild-severe) Inflat...

  • who is money and crisis? "What is the best way to play inflation?" = bitcoin...

  • I would agree. With printing money comes inflation. So I am moving over to Gold and other hard assets before November e...

  • For me bitcoin/crypto currency is more about supporting something you believe in. For me it is similar for me giving t...

  • I once again suggest that Rickards, at best, is a total economic illiterate. As much as I feel unqualified to critique ...

  • Hey, Travis, I hope your vacation was enjoyable; I took a lot of time off this year, though it had more to do with a bad...

  • Mostly it's my risk tolerance, age, and inflation expectations that keep my fixed income allocation small -- I'd just as...

  • $FYI - Inflation misses badly, Aussie dollar hammered, stocks rise https://stockhead.com.au/news/inflation-misses...

  • Inflation comes about by 'virtue' of not having Political or Gvmt employee's term limits in any Gvmnt Depts. Politics' l...

  • More than the number of dollars per se, the price of gold is determined by investors' and speculators' estimates of futu...

  • Travis, I would like to ask a simple question about gold which I have assumed to know the answer to : Is gold an infla...

  • Who would object? Most politicians. Why? US Debt Clock show US debt a hair under $22T, with unfunded liabilities unof...

  • I find it very hard to imagine the leaders of any substantial country giving up control of their nation’s currency. T...

  • When the speculative hype is driven out of a market, investors and traders focus on facts as prices decline. In the oil ...

  • Don't remember seeing that in the ads, but it's been a while. 10% risk-free insured returns are impossible at current r...

  • oh yes this reminds me of another company -bank of nova scotia- they advertise like this you are richer than you think t...

  • Hey Ed. I'm with you. Much of his details are beyond my understanding, too. I've been recently thinking of re-learning ...

  • Like the world really needs more people 90 years and older like me. I am going through my assets, and unless I get reall...

  • Does anybody know the crypto that Altucher is pumping today? He's giving away lifetime subscriptions for $250. It's su...

  • Sarah...regime change, where ? PS...long term I do not see any peaceful solution to problems in the US except to admi...

  • CleanTeQ's SP is back to where it was on May 1 and I’m sure it will climb back up again. I think the real downers in ...

  • Yes, Stansberry has tried a few times to launch a distressed bond investing letter over the years -- it's a worthwhile i...

  • Thanks for the feedback, sct2ali -- sounds like you've got a rational plan for those individual bonds, and a reasonable ...

  • We can't foreclose and repossess everything in the country, clearly. Doomsayers profit from the fact that certainty and...

  • I don't get it either. In the long run, most traditional single-family houses have appreciated in value at a little bet...

  • I think there are seasonal tendencies in the market, but that in a typical investment time horizon of 10-20 years they a...

  • Bigger than what? I do expect we'll have a 20-30% drop in the market at some point, just because that usually happens a...

  • Hi LG, inflation is caused by many things. The minimum wage is not one of the main factors. I don't know when you earned...

  • Over the past 15 years, or going into the future? With what kinda of restrictions based on your risk tolerance or abili...

  • Allen....heh heh....stop the nonsense of government irresponsibility? You obviously think the current price swings of a...

  • We are already dealing with crypto currencies in the form of credit cards and electronic transfers of money from bank to...

  • For what it's worth, Chuck Butler in today's Daily Pfennig: "First, the Fed meeting On Wednesday, i read some research ...

  • No plan yet, but full federal legalization is the biggest risk to IIPR’s growth. For now it’s OK, because they have...

  • That's been the fearmongering about the dollar for much of the past decade. The IMF stuff and the "SDR" fear is misplac...

  • I wouldn't touch it with a 10-foot pole. Valuation too high. Low-margin business. Consumers of this type of product are ...

  • Griffin...general agreement, though Tesla is rendered more viable on account of the storage potential. Li-NCM, VRB and ...

  • FYI, interesting piece from CNBC that pulls some of Buffett's historical commentary on "investing during inflation" in t...

  • After I posted the thread, I thought AlanH would appreciate reading what I had written, so I emailed him the text in a w...

  • My complaint with ARTH, independent of KSS or anyone else has always been the speed of execution. Too many mis-steps, wh...

  • Low interest debt can be valuable in times of inflation. Use cheap dollars to pay debt. I think inflation is inevitabl...

  • Travis - have you considered that there might be a good reason for all those low interest rates at central banks throug...

  • I'm glad I have some gold to hedge against inflation, currency fluctuations, and W.W. III crisis situations. I hope you...

  • I am trying something new to me for this ticker, no target, just going to watch how it moves and choose when to act re b...

  • You do make a number of valid points, but in the end I believe that what Rickards is saying about the monetary collapse ...

  • HN, You have painted a very realistic picture of our country (and probably of several other countries, as well.) Our...

  • THE CORRUPTED AND UNREFORMABLE AMERICAN ECONOMIC, POLITICAL, AND SOCIAL SYSTEM Or, WHY I BELIEVE IN HARD ASSETS ...

  • Why the extreme volatility in penny stocks such as cleantech? Probably more than half the market traders think it is o...

  • The average compounded inflation rate over the past 28 years has been approximately 3% easily eclipsed buy a 6.5 - 7.1 c...

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