John Simon

Contributor since: 01 Mar 2010

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• Fundamental Investors Should Fear Inflation, Not Deflation

  Published 15 September 2010 | viewed 0 times

  Summary While continued low inflation or another bout of price deflation are both possible, there are several factors -- none of which require an economic…

• Inflation Risk and the Mythical Gold Bubble

  Published 02 March 2010 | viewed 2,972 times

  The following is excerpted, with very minor edits, from a letter to investment clients sent out on January 20, 2010. Inflation Risk We've explained many…

• The Recovery(?) and the Outlook for US Stocks

  Published 17 February 2010 | viewed 2,815 times

  The following is excerpted from a letter to investment clients sent out on January 20, 2010. The Recovery(?) In a client letter written in April…

• US Stocks Overpriced Once Again

  Published 29 October 2009 | viewed 3,743 times

  Back in June of 2008, we wrote that the US stock market -- then at 1,377 on the S&P 500 -- was priced for poor…

• US Not Going Down Japan's Road

  Published 16 March 2009 | viewed 5,707 times

  In our prior article on the government's willingess and ability to create inflation, we noted that Japan is often held up as an example of…

• The US Government Will Not Choose Deflation

  Published 07 January 2009 | viewed 5,950 times

  The modern-day monetary system employed in the United States is based on currency that can be created at the bureaucratic touch of a button. In…

• US Stock Market Now Priced for Good Returns

  Published 29 October 2008 | viewed 5,535 times

  Back in June we wrote an article entitled "US Stock Market Priced for Poor Returns" in which we argued that stock market valuations are predictive…

• The Case for Gold and Gold Stocks

  Published 18 September 2008 | viewed 5,145 times

  While we invest in many sectors and asset classes, the recent steep selloff in precious metal mining stocks inspired us to write an article focusing…

• The Impact of Negative Real Interest Rates

  Published 15 August 2008 | viewed 3,526 times

  Back in March, we pointed out some important similarities between the current financial environment and that of the 1970s. Aside from gratuitous decades-old pop culture…

• Thoughts on the Stock Market, Oil, and the Economy

  Published 14 July 2008 | viewed 3,567 times

  The following is taken from a letter to investing clients written on the evening of Tuesday, July 8. The Bear Market Continues You may recall…

• US Stock Market Priced for Poor Returns

  Published 25 June 2008 | viewed 3,585 times

  June 5, 2008 - 5:24pm In early 2007 we wrote an article summarizing the risks in the U.S. stock market. The article cited a study…