How To Guarantee Higher Prices

Not all inflation is created equal:

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Areas with the most government regulation have seen the highest inflation. (Source: Mark Perry via X)

It’s absurd, really, for any politician to be talking about “affordability.”

The data is clear. If higher prices are your goal, let the government “fix” them.

Mandates, paperwork, and busybodies telling you what you can and can’t do – it’s not a surprise why costs add up.

In contrast, if you want lower prices, do nothing– zilch. Let the market work.

Side effect: It’s hard not to notice. The quality of TVs, software and smartphones improve while prices are dropping.

In sharp contrast? Healthcare, education and housing – three items on the tip of Hakeem Jeffries tongue – all get worse while prices become unreachable for the folks who depend on them.

~ Addison

P.S. Last week, in Grey Swan Live! with Dan Denning, Bonner Private Research we covered a litany of structural challenges facing the economy and markets in 2026, including the end of Quantitative Tightening (QT), the unraveling of the Yen Carry Trade and a stubborn flattening of the M2 “cash curve.”

For structural reasons, inflation is already sticky. Throw in some less-than-honest posturing from politicians… 2026 is going to be a party!

Catch Dan Denning, Andrew and me right here.

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If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.

Not all inflation is created equal:

Turn Your Images On

Areas with the most government regulation have seen the highest inflation. (Source: Mark Perry via X)

It’s absurd, really, for any politician to be talking about “affordability.”

The data is clear. If higher prices are your goal, let the government “fix” them.

Mandates, paperwork, and busybodies telling you what you can and can’t do – it’s not a surprise why costs add up.

In contrast, if you want lower prices, do nothing– zilch. Let the market work.

Side effect: It’s hard not to notice. The quality of TVs, software and smartphones improve while prices are dropping.

In sharp contrast? Healthcare, education and housing – three items on the tip of Hakeem Jeffries tongue – all get worse while prices become unreachable for the folks who depend on them.

~ Addison

For structural reasons, inflation is already sticky. Throw in some less-than-honest posturing from politicians… 2026 is going to be a party!

Catch Dan Denning, Andrew and me right here.

Turn Your Images On

If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.

With the United States conducting what the Pentagon politely calls an “operation” against Iranian military infrastructure, markets have had every reason to be panicky. Instead, the past week delivered something subtler…

Gold has been consolidating after a powerful multiyear rally. Yet with America’s gold reserves equal to only about 3% of federal debt, the metal could still have significant upside ahead.

The Federal Reserve can print money, but it can’t print oil. As energy prices surge and supply disruptions loom, the central bank may find itself with limited tools to fight inflation driven by real-world shortages.

The plan to release 172 million barrels from the Strategic Petroleum Reserve would leave the U.S. with its smallest stockpile of emergency oil in more than four decades. And with tensions simmering globally, the shrinking reserve raises uncomfortable questions about how prepared the U.S. is for the next supply disruption…

Gold has been consolidating after a powerful multiyear rally. Yet with America’s gold reserves equal to only about 3% of federal debt, the metal could still have significant upside ahead.