We have been saying it for a while: inflation is falling and falling quickly. 2020 was about COVID and goods... read more →
The VIX index, frequently referred to as “the Fear index”, is a widely followed measure of market volatility. It is... read more →
Eighteen months ago, the financial markets began their transition from a zero-interest world to a world of higher nominal and... read more →
“Goods inflation” was the big story of 2020. The pandemic happened, we tried to reopen the economy but factories weren’t... read more →
About 40% of the Consumer Price Index (CPI) is comprised of shelter costs. Shelter comes in various forms but apartment... read more →
All-important CPI inflation data out this morning, and while the market’s reaction has been favorable since 8:30am EST there’s lots... read more →
Much has been written over the last few months about the narrowness of the market (poor breadth). The S&P 500... read more →
The S&P 500 is up 20% from the October lows and predictably more and more investors are bullish on continued... read more →
With the market now having cleared the all-important 4200 on SP500, the question now becomes “what’s next?”. The answer is... read more →
The CPI Index captures trends in consumer prices, the stuff that you and I all consume each day in various... read more →