How to make an inflation play?

Discussion in 'Trading' started by kmiklas, Oct 18, 2019.

  1. bone

    bone

    In terms of Canada and the US (North America) - the risk is for inflation is quite subdued. We are not Argentina or Venezuela by any stretch of the imagination. At least not at present. While a strong Dollar tends to hurt exports - it gives the holder tremendous buying power. This is not deflation.

    Workers going on strike has NOTHING to do with inflation or deflation. And since the US workforce is only about 10 percent unionized - there's no real threat there.

    Deflation has been a consequence of highly globalized supply chains at least for advanced economies.

     
    Last edited: Oct 23, 2019
    #21     Oct 23, 2019
  2. inflation is a problem when people 'get paid less' for their labor. you get paid same but prices have gone up.=angry mobs
    Peru, people burning buses cause the gov't raise bus fares?
    gov't raising taxes, or cost, business respond by cutting workers or layoffs to make same profit.
     
    #22     Oct 23, 2019
  3. bone

    bone

    That’s just a flat out wrong statement.

    Look at Japan. It’s been grappling with deflation for years, but price declines have been small. From 2001 to 2010, the average annual decline was 0.3 percent (that’s one-third of 1 percent), according to the International Monetary Fund.
     
    #23     Oct 23, 2019
  4. Japan is doing well ,there is no riots in Japan.
    As a gov't you don't want riots. as it can decreaese GDP in the long term and worse is civil war. the ultimate wealth destroyer.

    traders don't care, wealth managers or asset managers, with inflation, wealth under management INCREASE with 'inflation' and since you get paid on assets under managemtn. more money for the asset manager or firm.

    The people like you have a vested int4erest inflation, you either own the stock market or own real estate.
     
    #24     Oct 23, 2019
  5. bone

    bone

    Are you just going to ignore the past twenty years in the United States? How would you account for West Coast real estate prices going up faster than the rest of the Country while mortgage rates have been dropping?
     
    #25     Oct 23, 2019
  6. Sig

    Sig

    Seriously, you haven't the faintest clue what you're talking about. Just stop already, get an education, and then we'll all be happy to engage in intelligent conversation with you.
     
    #26     Oct 23, 2019
    piezoe and bone like this.
  7. bone

    bone

    You keep changing your posts after I cite them. You originally stated that long term deflation didn’t exist. I was the one to cite Japan as Exhibit One.
     
    #27     Oct 23, 2019
  8. ironchef

    ironchef

    Real estate is inflation hedge. Buying VNQ call options outperformed VNQ since 2009.
     
    #28     Oct 23, 2019
  9. are you a Troll in this site.?
    Why is he even asking such newbie question?
    real estate is a hedge.. investors and traders don't care about 'hedging' against inflation.
    inflation is less than 3% so who cares about hedging it?

    stock valuations are so high from low interest rates, there is no stocks in this market that is hedgeable.
     
    #29     Oct 23, 2019
  10. bone

    bone

    You’re going to pay more for the Theta than any expected return on an inflation spike unless it happens QUICK.

    VNQ appreciation and inflation rates have not been correlated since 2009.
     
    #30     Oct 23, 2019