IVOL News and Press, Quadratic Interest Rate Volatility and Inflation Hedge From 04/25/22

The recent rise in inflation has been top of mind for income investors. In this article, we take a look at some of the things investors ought to consider if they decide to hedge their inflation exposure. And take a look at the different instruments at the investor disposal. ...

Russia’s President Vladimir Putin has fully miscalculated the West’s response to his invasion of Ukraine. The US Federal Reserve (Fed) looks to have underestimated the underlying price pressures that have accumulated in the US economy. The developing new world order ...

A lot of the heavy lifting of inflation protection comes more at a corporate level. Yields and treasuries are incredibly low. To participate in a market that should be reasonable as we go forward, but also defend against the risks of inflation that all of us are facing nowadays. ...

All assets except commodities suffered losses in January 2022. The world is concerned about inflation. It is not transitory. Fighting inflation hurts the stock market. So does not fighting. For further details see: January Investment Losses Are Just The Beginning

Inflation continues to surge, rising to almost 7% in November - and there is no sign that inflation will slow down in the coming months. Bonds offer a record-low -5% real yield, making them an abysmally bad investment choice. Investors should go with inflation-protected equities, ...

Equities offer investors strong long-term returns, but risks are high, as are losses during downturns and recessions. These have become more frequent since the start of the coronavirus pandemic, as the world battles its largest disease outbreak in generations. Some ETFs offer inve...

IVOL is a unique ETF that could continue to produce gains that are largely uncorrelated with the performance of other asset classes. I list two key reasons why someone might want to invest in IVOL, and three reasons why others might choose to avoid it instead. IVOL is not your typ...

We review CEF market valuation and performance over the first week of November and highlight recent market events. November so far delivered NAV gains across all CEF sectors - an unusual occurrence - due to the rally in both stocks and treasuries. Elevated market valuations are pr...

The economic restart has laid bare a lopsided transition toward low-carbon energy that has amplified a surge in coal and natural gas prices. U.S. stocks rallied to all-time highs on better-than-expected corporate earnings. Oil prices hit multi-year highs. Investors will watch acti...

The gap between the unadjusted and adjusted spreads was 0.44 ppts as of 9/30. Analysts often look at the five year five year forward as an indicator of inflation over the five years five years from now. If one believed in the DKW adjustment (and that adjustment held constant over ...