Tuesday, February 20, 2018

Managed Futures Funds Add Element of Leverage

March 22, 2010 by  
Filed under Inflation Hedge Strategies

managed futures funds can profit from over 150 different financial and commodity markets in both rising and falling markets.

Oppenheimer Offers Broad Based Commodity Play

March 8, 2010 by  
Filed under Inflation Hedge Strategies

A hedge against inflation“, is how Oppenheimer describes its Commodity Strategy Total Return Fund.

Pimco Fund Hedges Inflation With Commodities and TIPS

January 11, 2010 by  
Filed under Inflation Hedge Strategies

Mihir P. Worah, Manager of the Pimco Commodity Real Return Strategy fund PCRDX; explained that:

“Commodities protect you from a different kind inflation than TIPS do.Commodities reflect prices at the wholesale level — things like crude oil, copper and wheat.” TIPS, he noted, are indexed to the Consumer Price Index “and reflect prices of things like bread, cars and airline tickets.”

BofA Merrill Lynch 2010 Inflation Mild but Gold at 1,500

January 5, 2010 by  
Filed under Smart Money Says

On Dec 14, 2009 BofA Merrill Lynch Global Research projected low inflation, but still expects the price of gold and other commodities to rise substantially

Morgan Stanley Not Worried About Inflation in 2010

January 4, 2010 by  
Filed under Inflation or Deflation

In their Stategy: Euroletter, November 30, 2009; Morgan Stanley’s research team (led by Teun Draaisma) predicts that inflation will not be a problem in 2010.

Gold Inflation Hedge Maybe Not

January 3, 2010 by  
Filed under Inflation Hedge Strategies

Harvard Professor Martin Feldstein doesn’t think that gold is a good hedge against inflation, and he doesn’t think it’s a good hedge against a declining dollar.

Hedge Fund Bets on Agriculture

December 31, 2009 by  
Filed under Inflation Hedge Strategies

Forget about the shiny metals, and the gooey black stuff they use to make gasoline. Optima Fund, New York based “fund of funds” that claims to have $6 billion under management, is placing their anti inflation bet on American farmland.

Adjusted for Inflation, Dow Looks Much Worse

December 29, 2009 by  
Filed under Inflation Hedge Strategies

If you adjust for inflation, the Dow Jones Industrial Average would be 8200 today, down a nasty 28 percent from where it stood in 1999. If you think that the sounds bad, if you adjust for inflation, the Dow needs to climb to 13460, just to be even with its 1999 level.

Paul Krugman Says Don’t Worry About Inflation

December 26, 2009 by  
Filed under Inflation or Deflation

Paul Krugman attempts to counter the most popular inflationista arguments regarding the inevitability of inflation.

The Dollar, Get Out Now!

December 24, 2009 by  
Filed under Inflation Hedge Strategies

Tim Hanson makes the case that the dollar might not be the best investment now. He suggests that investors look at non-dollar based alternatives instead of their favorite dollar based stocks.

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