IVOL News and Press, Quadratic Interest Rate Volatility and Inflation Hedge From 02/10/21

After a dramatic year of volatility, the U.S. stock market ended 2020 at record highs. Can this momentum continue this year? ESG investments clearly outperformed in 2020. 2021 should be a year of much better cash flow for companies. For further details see: A Stock Picke...

Joe Foster, VanEck Gold Strategy Portfolio Manager, joins us to weigh in on inflation risks, his 2021 outlook and more. Since August, gold has been consolidating in a range between $1,800 and $2,000 an ounce. If second-half economic growth isn't as rosy as a lot of people are expe...

Here's our take on macro trends in markets and how to outperform in a potential inflation cycle. We express our view of the US dollar bubble and how it will affect investing decisions going forward. We give our core portfolio ideas in commodities and broader market exposures based...

The Fed will keep overnight interest rates at zero this year. The recovery phase tends to be a strong phase of the cycle for stocks because it is characterized by significantly above-trend growth. Inflation is really just a way of balancing supply and demand. For further det...

Central banks, the Federal Reserve in particular, have really pivoted its policy approach to let inflation, if it were to start to pick up, to let it run a little bit hotter than maybe they have in prior cycles. Each energy cycle, I think, has played a part in influencing how investor...

Just as individuals used social media platforms to organize protests and riots across the country, traders used websites like "Reddit" to organize a successful short-squeeze on Wall Street hedge funds. While Robinhood, and other brokers, took a lot of heat for restricting trading in s...

Social media orchestrating a bloody short squeeze assault upon the hedge funds. The first month of the new year begins with chaos in our nation's Capital and ends with market mania chaos - both manifestations of acute monetary disorder. What we're witnessing poses a risk to capitalism...

The economy will likely continue struggling for the next month or two. With vaccinations accelerating and households looking cash rich, a reopening of the economy could see growth reach multi-decade highs. James Knightley, Chief International Economist at ING takes a look at the i...

As we head into 2021, there is a large consensus that the massive monetary interventions in 2020 will lead to an explosion of economic growth, inflation, and higher interest rates. We suspect that the outcome of more debt-driven spending will lead to a disappointment in growth and dis...

There is an important difference between input cost inflation and monetary inflation. Milton Friedman famously said inflation is a monetary phenomenon. He was only half right. Input cost inflation hits both consumers' purchasing power and businesses' profit margins. The 2020s ...