Arnbjorn Ingimundarson

Inflation Risk Is Underpriced

nym: I wanted to focus on the money supply and inflation expectations in the bond market in this article. I do agree that once inflation expectations increase, investors will again look to commodities and I can see commodity prices rising sharply again in the not too distant future. I will probably write a separate post on this later.

Chris B: Thanks for a thoughtful comment and the ETF suggestions.