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13Sep

Does this look like runaway, uncontrolled inflation to you?

Lots of attention this morning to CPI inflation headlines.  Energy running hot on low inventory levels, used cars continue to drift lower in.. Read More →
12Sep

Back to school, back to basics – “it’s earnings that drive stock prices”

It’s this week’s inflation data that is probably the headline to focus on, if one is into focusing on headlines.  The bond market.. Read More →
07Sep

Three chart Thursday is here!!!

Back-to-school day in Boston, opening night for the NFL, and three charts for your Thursday morning!!!  LET’S GO!!! Chart#1 – Temporary job growth.. Read More →
29Aug

Jackson Hole recap – It gets very tricky from here

Fed chair Powell performed roughly “as expected” at Jackson Hole on Friday.  Lots of progress to date against inflation.  Inflation is going down,.. Read More →
Does this look like runaway, uncontrolled inflation to you?

Does this look like runaway, uncontrolled inflation to you?

Lots of attention this morning to CPI inflation headlines.  Energy running hot on low inventory levels, used cars continue to drift lower in price, shelter.. Read More →
Back to school, back to basics – “it’s earnings that drive stock prices”

Back to school, back to basics – “it’s earnings that drive stock prices”

It’s this week’s inflation data that is probably the headline to focus on, if one is into focusing on headlines.  The bond market is currently.. Read More →
Three chart Thursday is here!!!

Three chart Thursday is here!!!

Back-to-school day in Boston, opening night for the NFL, and three charts for your Thursday morning!!!  LET’S GO!!! Chart#1 – Temporary job growth rolling over: .. Read More →