If you’re worried about high inflation then you must definitely think that the markets have things all wrong.

Here’s a contrarian view for you:

Nothing too exciting here, but I thought this chart from MarketWatch was pretty a pretty interesting perspective of some historical bull/bear markets. It shows how some historical precedents might play out:

One of the most important things you learn when you start to think of the world in a macro way is that you start looking at both sides of the ledger before making sweeping conclusions. This helps you to avoid falling victim to a fallacy of composition.

Here’s some macro perspective for you. Yesterday, Barclay’s strategists published some good insights putting the recent underperformance of emerging markets in perspective. Value investors and macro investors alike might find some useful info here….

This is not 1929. So let’s stop with that, okay?

Just passing along a good chart from Lance Roberts which puts the various market corrections from the last 5 years in the right perspective: Cullen RocheMr. Roche is the Founder [ … ]