Jim Talks Markets

Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.

Wednesday, February 15, 2023

The End Of Desinflation

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"Perhaps today's hotter than expected inflation data will be a wakeup call to investors that the CPI improvements in recent months ...
Friday, January 27, 2023

China’s Negative Population Growth

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For many years China had the one child program. They could only have one baby and it was in force so most people did not have enough childre...
Tuesday, December 20, 2022

Fed Policy Is Bringing The Economy & Asset Prices Down

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While Federal Reserve policy is succeeding in bringing down the economy and asset prices, it's not succeeding in bringing inflation bac...

Rules of Investing

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Most successful investors, in fact, do nothing most of the time. — Jim Rogers The price of a commodity will never go to zero. When you inves...

The Complexity of the World

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Acknowledge the complexity of the world and resist the impression that you easily understand it. People are too quick to accept conventional...
Monday, September 26, 2022

The British Pound Is Crashing!

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"The British pound just hit an all-time low against the U.S. Dollar, trading below 1.05 for the first time ever. It looks like the late...

Fighting Inflation With Tax Cuts

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"The reason governments want to "fight" inflation with tax cuts and not spending cuts is that the former is popular with vote...
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