E.D. Hart

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  • Inflation Fears Are Overblown
    The article is not contrarian, but very mainstream. The media is using the bogus government numbers, and swallows the governments party line that although inflation is in a slight uptrend, the expectations going forward are for inflation to moderate.

    This is the majority view of the Fed, of Bernanke, or many Wall Street firms, and of the vast majority of media reporting. Then, the author goes onto repeat this mainstream consensus view as somehow contrarian.

    In fact, almost everything the author says is incorrect. The contrarian view is that money supply growth has exploded and that inflation going forward will be much worse. This is not reported in the mainstream media, and isn't even acknowledged as a possibility by the fed.

    The facts that the author uses to suport his claims are mostly either irrelevant, or incorrect. For example, lack of wage growth is real, but is not necessary for inflation. Wages can rise with very little inflation, and wages can fall in real terms (as they are now) with real substantial increases in inflation.

    Globalization is keeping wage growth in check, but global money supply growth is causing global inflation.


    Those who think for themselves and care to dig deeply into the numbers, and arent afraid to go very far out against the herd will see that stagflation is a real phenomenon that is likely here, and liikely to get worse. Real inflation is much more than twice what the government reports.
    Jun 26 16:48 pm |Rating: 0 0 |Link to Comment |View article
  • Indexing Our Global Market Portfolio
    This is excellent analysis. It refutes what David Swenson of Yale says when he stated recently that the retail investor shouldn't and couldn't do what he does.

    Although not precisely the same obviously as the active team that MR. Swneson leads to manage Yales billions, this apporach represents a way forward.

    In fact, you present a way, as others have done, for a retail investor to passively allocate assets globally, and rationally. Thanks for the article.
    Apr 09 18:04 pm |Rating: 0 0 |Link to Comment |View article

E.D. Hart's Comments Stream Stats

  • 154 Comments, 8 , 2
  • Total Comment Stream rating - = 6