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CPI/PPI Ratio

Jan 08 2020

Inflation: Not “If,” But “Where”

  • Jan 8, 2020

In the aftermath of the Great Financial Crisis, we reminded investors that it would be historically unusual for the thematic leaders of a bull market to repeat as the winners of the subsequent bull.

Mar 07 2017

Lo And Behold, Another RATIO!!

  • Mar 7, 2017

For managers who must remain fully invested in equities (or “paid to play,” as we’ve often called it), the level of inflation might prove a less important consideration than its character.