View from the North Country

“How to Beat the Stock Market?” In a bubbling high-tech market, a strong dose of low P/E enforcement is good for the soul. So, in mid-March, my wife and I had dinner with good friend, David Dreman. “Inflation Watch – Time for Some Caution?” Today, with most inflation measures under 4%, we are approaching what has historically been an environment of moderate inflation, perhaps even price stability.