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Tag: inflation topic

I’m So Tired of the Transitory Inflation “Debate”

When a famous person shakes his or her finger at you, they're not telling you a fact. They're telling you how to think about a fact.
Ben Hunt July 1, 2021
16 Comments

Wage Inflation Isn’t Coming. It’s Already Here.

Over the past four quarters, the United States has generated more wage inflation than at any point over the past 40 years. This is not an anomaly. Th…
Ben Hunt May 12, 2021
35 Comments

What Do We Need To Be True?

Modeling common knowledge by analyzing missionary statements and their reverberations works. Except when it doesn’t.
Rusty Guinn April 6, 2021
44 Comments

The Opposite of 2008

In 2008, the US housing market - together with a Fed that thought the subprime crisis was "contained" - delivered the mother of all deflationary shock…
Ben Hunt March 2, 2021
27 Comments

A Song of Ice and Fire

We are the human animal. We are non-linear. We ARE a song of ice and fire. It’s a song that has built cathedrals and fed billions and taken us to…
Ben Hunt May 27, 2019
13 Comments

Pricing Power (pt. 3) – Government Collaboration

What killing active investment management? It's not some monster hiding behind the rabbit. No, it IS the little white bunny. It's the Zeitgeist of cap…
Ben Hunt February 24, 2019
12 Comments

Pricing Power (pt. 2) – Intellectual Property

Your mother was a hamster and your father smelt of elderberries … the pricing power found in intellectual property. It's not as easy as it looks.
Ben Hunt February 6, 2019
1 Comment

Pricing Power (Pt. 1)

When an inflation regime shifts, the only question that really matters for your investments and your business model is this: do you have pricing power…
Ben Hunt January 26, 2019
7 Comments

The Icarus Moment

We live in a Cartoon Age, an era not of alienation per Karl Marx, but of alienation per Groucho Marx. What’s the cause, what’s the future, and wha…
Ben Hunt March 21, 2018
3 Comments

Gradually and Then Suddenly

The question isn’t whether the barge of monetary policy has turned around and embarked on a tightening course — it has — the question is how fas…
Ben Hunt July 18, 2017
0 Comments
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