What Is Shadow Inflation? It Could Be More Prevalent Than You Realize
We’re all familiar with inflation. But did you know there’s another form of inflation that’s just as corrosive on our purchasing power and yet is nearly impossible to measure? Read on to learn more.
China and the Turning Point in Global Economic Affairs
If the U.S. and other countries sit idly by, we may look back at today as a turning point in global economic affairs. The U.S. does not have to cede economic growth. But it must readapt capitalistic logic, which, ironically, China is slowly grasping.
Football Is the Next Big Thing for Hedge Funds and Private Equity
When AC Milan host Atletico de Madrid in the Champions League on Tuesday evening, it will be a clash between Italy’s most successful team in Europe’s elite soccer competition and last year’s Spanish title winner.
Incentives Pivot from Greed to Fear
The talk of inflation today looks much like housing did in 2007. Evidence is mounting everywhere that this is a real long-term problem that is only getting worse. You can read this in the media, but yet security prices don’t reflect how damaging this may be.
Engine No. 1’s CEO Discusses What Will Follow the Exxon Victory
Engine No. 1 sent shock waves across corporate America in May when the fledgling investment firm won a boardroom battle with Exxon Mobil Corp., securing three seats on the oil and gas giant’s board after purchasing only about $40 million of its stock.
What Could Go Wrong?
Today, I want to show you how richly valued the market is and then review some of the top risks that could force it downward. Like those sandpiles I talk about, we don’t know exactly what will trigger a collapse. We know something will do it. Sandpiles don’t grow to infinity.