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Summerwood Group

New thinking for alternative investments

  • Who We Are
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    • Papers
    • Podcasts
  • Contact Us

Investing Through Inflation

  • Full Report
  • 1. Intro to a Series of Papers
  • 2. Meet the Writer
  • 3. There's More Than One Type of Inflation
  • 4. Why Inflation Was Inevitable
  • 5. Why isn't gold an inflation hedge
  • 6. Why isn't gold a currency
  • 7. Why gold was the bitcoin of the 1970'
  • 8. What is Bitcoin
  • 9. What is an intangible intangible
  • 10. How the Fed is Forcing Investors to Take More Risk
  • 11. The Models Aren't Wrong They're Just Not Always Valid
  • 12. The 60-40 Model - What Could Go Wrong
  • 13. The 60-40 Portfolio - Elegant but Potentially Fatal
  • 14. What's an Inflation Protected Portfolio
  • 15. Why a new investment firm is needed
  • 16. The Program is Changing
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