Musings on Markets

In my early 2021 posts on inflation, I argued that while the higher inflation that we were just starting to see could be explained by COVID ...

In my last post , I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on...

The nature of markets is that they are never quite settled, as investors recalibrate expectations constantly and reset prices. In most time ...

     Inflation numbers have been coming in high now, for more than a year, but for much of the early part of 2021, bankers, investors and po...