Hedge Funds Cash In on the ’Great Reflation Trade’

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DBi’s Andrew Beer explains how hedge funds have been warning that inflation could come in “hotter” than expectations. See Laurence Fletcher’s article here: Hedge funds cash in on the ‘great reflation trade’ High-profile managers profit from this year’s tumble in global bond prices

With Inflation on the Horizon, How Can Retail Investors Protect Themselves


egendary macro investor Stan Druckenmiller recently laid out a scenario where 4-5% inflation in the near term is possible or maybe even probable.[1]  Fiscal stimulus, the “biggest increase in pent up demand globally since the 1920s” and monetary stimulus could converge to drive inflation far above consensus.  Given that Druckenmiller has astonishingly not had a […]