We recently put together a white paper entitled “Inflation vs. Deflation – The Most Important Investment Decision You Can Make in the Next Five Years.” We supplemented this white paper with additional data that Jerry Paul presented to the Denver chapter of the American Association of Individual Investors in late September.
Not just an academic exercise, these studies pointed to several changes in investment strategies for our clients. In addition, they provide some data points for investors to keep an eye on over the coming months as these might provide clues to a shift in the interest rate climate.
The white paper is available by clicking here.