treasuries Tag

If There’s No Inflation, Then Why Do Inflation Expectations Keep Going Higher?

15 Dec, by Bryce Coward, CFA in Economy, Markets

Last week we commented that despite the very tame CPI reading, alternate measures of inflation were telling a different story. Chief among them are inflation expectations as priced by the Treasury bond market. Well, this week we again got another inflation data print that showed...

Owning Gold is as Much about Diversification as it is about Capital Appreciation

24 Jun, by Bryce Coward, CFA in Economy, Markets, Portfolio Management

Regular readers of our content know that we have been building the case for several years now on why gold deserves a place in diversified portfolios. Sure, we see significant upside in gold (unlimited upside, in fact), aided as I will show by the unprecedented...