Comments on: This and That # 106 http://www.canadiancapitalist.com/this-and-that-106/ Helping you invest and prosper Sat, 11 Feb 2012 18:51:59 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Canadian Capitalist http://www.canadiancapitalist.com/this-and-that-106/#comment-149943 Canadian Capitalist Sat, 23 Aug 2008 00:00:48 +0000 http://www.canadiancapitalist.com/?p=1177#comment-149943 Phil: Good point. The bond market is suggesting that the inflation spike is temporary. 10-year Canada bonds are yielding just above 4% and subtracting the yield of 1.6% for RRBs suggests that the market expects inflation over 10 years to be 2.4%. Phil: Good point. The bond market is suggesting that the inflation spike is temporary. 10-year Canada bonds are yielding just above 4% and subtracting the yield of 1.6% for RRBs suggests that the market expects inflation over 10 years to be 2.4%.

]]> By: Phil S http://www.canadiancapitalist.com/this-and-that-106/#comment-149937 Phil S Fri, 22 Aug 2008 22:38:53 +0000 http://www.canadiancapitalist.com/?p=1177#comment-149937 I have the same philosophy that if you're concerned about inflation, then why not just invest in the companies who are selling the products that are getting inflated? In that way, you CAN include food & energy in your holdings. For everything else, there is real return bonds which track the "core" CPI, which is inflation with food & energy stripped out. However, in my opinion, the biggest concern isn't inflation. It is the combination of a credit crunch, a mortgage lending problem, a slowing economy and continued reckless spending on equally reckless overseas wars against an enemy that they cannot find. These are the cause of all of our investing headaches. I have the same philosophy that if you’re concerned about inflation, then why not just invest in the companies who are selling the products that are getting inflated? In that way, you CAN include food & energy in your holdings. For everything else, there is real return bonds which track the “core” CPI, which is inflation with food & energy stripped out.

However, in my opinion, the biggest concern isn’t inflation. It is the combination of a credit crunch, a mortgage lending problem, a slowing economy and continued reckless spending on equally reckless overseas wars against an enemy that they cannot find. These are the cause of all of our investing headaches.

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