Mix gold with other commodities for a better investment
Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars...
View ArticleU.S. Stocks, Municipal Bonds Generate the Best Real Returns
Thornburg Investment Management recently released an annual report analyzing real returns. It is always interesting reading. Thornburg reviews returns for several types of investments and then...
View ArticleInvestment returns of inflation phases
It has been a couple years since inflation caused much concern in the U.S., but we expect it to be a growing theme as prices are rising not only for oil but for food and industrial production...
View ArticleFarmland, agriculture commodities may outrun stocks or bonds
It’s no surprise that in a world racing past seven billion people, farmland and food crops have drawn attention as an investment theme. According to a research paper from Absolute Return Partners...
View ArticleTough to hit bull’s eye in turbulent markets
I recently read John Mauldin’s Little Book of Bull’s Eye Investing: Finding Value, Generating Absolute Returns and Controlling Risks in Turbulent Markets. Mauldin also writes a weekly e-newsletter that...
View ArticleTracking the investment returns you get to keep
For the past 20 years Thornburg Investment Management has published a study of “Real Real Returns.” This study shows the returns of various asset classes after the effects of inflation, taxes and...
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