5 from 5i: Inflation Isn't Dead

Michael Southern Jan 05, 2018

It may only be a few days into 2018 but there has been no shortage of news. Crude oil rose to a two-year high, boosted by estimates that U.S. crude stockpiles fell for a seventh week. The S&P 500 breached the 2,700-mark for the first time, while the Nasdaq and the Dow hit records on a strong run in technology stocks. Marijuana stocks were up huge on Wednesday but quickly gave it all back the next day on news Attorney General Sessions is reversing an Obama-era rule that granted safe haven for marijuana companies and consumers in states where it is legal.

  1. Inflation is an underappreciated risk in 2018

  2. Behavioural reasons why active management can outperform
  3. Does more efficient and cost effective equity investing justify higher P/E's? (a longer post)
  4. A funny post on the monotony (and danger of using) investment headlines
  5.  An interesting ethical cryptocurrency trend

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