The Fed can’t do anything about the supply of goods and services but does control the creation and destruction of... read more →
Elevated inflation and a Fed that is way too far behind the curve is where we find ourselves today. The Fed... read more →
There are a wide range of investment outsourcing options available to advisors these days. Undoubtedly, the right one is out... read more →
It seems like no one is talking about the yield curve any more. During the last week of March, when... read more →
Economist Milton Friedman and I have many things in common,. We both believe that inflation is driven by the excess... read more →
A few takeaways from this morning’s payroll report: Payroll employment with revisions increased +368k……still hotHousehold employment increased +320k……still hotUnemployment rate... read more →
Corporates insiders have an unusually good track record of timing their personal buys/sells. There’s a process around their trades and... read more →
Over the past several months we have talked often about the root cause of the current inflationary environment. We can argue... read more →
Stocks may not be cheap but they are definitely not expensive anymore. Great companies are still growing earnings; in fact,... read more →
Over the last few turbulent months, we have highlighted a few individual sentiment indicators as they reached extreme bearish levels... read more →