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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... read more →
September 13, 2023

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. ... read more →
September 12, 2023

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 -... read more →
September 7, 2023

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... read more →
August 29, 2023
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?
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”
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!!!
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 →

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... read more →
September 13, 2023

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. ... read more →
September 12, 2023

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 -... read more →
September 7, 2023

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... read more →
August 29, 2023

Powell’s last stand: a Jackson Hole preview
Fed chair Powell speaks Friday at 10am from Jackson Hole. It’s an important speech with very important implications for markets. ... read more →
August 24, 2023