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James D. Grant

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  1. March Madness


    Wed, 1 Apr 2015

    prior leverage and necessary delevering. Central bankers used policy rates as a hidden weapon until recovery was assured and Jim Grant ’s dreaded inflation reappeared in the 1970’s. At that point it was appropriate for Paul Volcker to impose positive

  2. The Trouble with Porosity and Prosperity


    Mon, 3 Nov 2014

    at the pump? More dollars in consumer pocketbooks suggests more spending, stronger growth rates and ultimately more jobs. Jim Grant , one of the most gifted financial historians of our day, has long argued that economies did just fine during bouts of deflation

  3. muni "restructuring"


    Wed, 25 Jun 2014

    http://www.bloomberg.com/news/2014-06-25/puerto-rico-proposal-would-let-agencies-restructure-debt.html I'd note that in the last week or so, Jim Grant reversed his previously bullish views on PR paper.

  4. Blame the Fed for Shaky Start


    Mon, 13 Jan 2014

    Affairs . What he failed to note was the Fed’s role in the downturn, the unintended consequences of central planning. As James Grant , editor of Grant’s Interest Rate Observer , pointed out in late 2008, the Fed’s “artificially low interest rates

  5. Are Emerging Markets Now a Danger?


    Fri, 13 Dec 2013

    few places to hide with a stock portfolio. This thesis worries me twice over. First, Wolf is not one to cry his name. If James Grant , for example, writes that terrible things are on the horizon, I won't fuss. Grant is by nature a pessimist who constantly

  6. Oaktree Memo: The Role of Confidence


    Tue, 20 Aug 2013

    Lewis, “Leverage buys you a glimpse of a prosperity you haven’t really earned.” Asset values are contingent, as Jim Grant once said. But debt is forever. Instead of cutting back on leverage and getting our house in order, government response

  7. Muscle Memory or Muscle Training


    Fri, 22 Feb 2013

    joined by significant capital gains. Jim Grant argues that the only thing going for bonds ..... associated with muscle training comes not from Jim Grant , but from Wayne Gretsky, one of the greatest hockey ..... affects a number of investment categories. Jim Grant covered the bond market for us. So let’s explore

  8. The Faustian Bargain


    Wed, 22 Aug 2012

    have reached the bottom for Treasury rates, staying in the market for the final 50 or 60 basis points appears imprudent. As Jim Grant has noted, investors’ perception of U.S. Treasuries – and most sovereign debt – is shifting from representing risk

  9. Focus on Europe: The Sovereign Debt Crisis, Currency Woes and Finding Quality


    Tue, 4 Oct 2011

    an arrangement would work on a sustained basis. David: 4. Money-printing and inflation. To the extent that we accept Jim Grant ’s recent definition of inflation as “the over-production of money, a symptom of which is rising prices,” 5 Europe

  10. The Phantom Menace


    Wed, 2 Mar 2011

    still calculated inflation the way we did under the Carter presidency, today’s CPI would be closer to 10% than 1.5%. Jim Grant , the host and editor of the newsletter Grant’s Interest Rate Observer, has said that the Fed arguing that the inflation

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