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About the Spellman Report
Lew Spellman is a Professor of Finance at the University of Texas McCombs School of Business. The Spellman Report seeks to interpret current and future trends in the economy and financial markets from the perspective of history, theory, policy and market expectations.Videos
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The Vulnerability of Private Wealth to Government Financial Stress
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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
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VIDEO - Texas Financial Market Roundtable 2012
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Roadblocks to Recovery an Interview with Dr. Lacy Hunt
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Frank Beck on Investing in Uncertain Times
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The Vulnerability of Private Wealth to Government Financial Stress
Tag Archives: Inflation and Investing
How the Inflation Genie Sprang Out of the Bottle
A mere six months ago, the Fed was fretting about the danger of slipping into deflation. A funny thing happened on the way to the Fed’s feared deflation. The Inflation Genie Leaped out of the bottle. This is occurring despite falling US wages and still soft U.S. markets. It adds up to Stagflation lead by commodity prices and import inflation and is resulting in declining real wages. Continue reading
Posted in The Spellman Report
Tagged carry trade, commodity prices, Inflation and Investing, repo market, Stagflation, The Inflation Genie
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