The Inflation Facts of February 2023
Given this week’s unsurprising data (to us at least), we expect interest rate increases to continue with additional 0.50 or even 0.75% increase(s) because the […]
October 2022 Econ Update
We like to follow personal consumption, business investment, and home building, combined, which is called our “core” GDP. The problem is that although overall real […]
Some Good Economic News!
Here is a quick rundown of the latest econ releases and across the board something positive could be noted. The manufacturing sector continued to expand […]
Student Loan Debacle
The Dow Jones Industrial Average fell more than 1,000 points on Friday, caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech […]
Thinking About the Latest Inflation Update
Here are the headlines from the latest inflation report. The attachment from Brian Westbury covers the issue in greater detail. Here is what I would […]
Buy Low – Interesting Data spells out an opportunity for 2022 and beyond
With the S&P 500 flirting with bear market territory, headlines are proclaiming a recession is priced in. But at what probability? If we look to […]
The Federal Reserve’s Policy Output
The Fed’s money creation since 2020 caused a massive supply/demand imbalance, pushing annual CPI inflation from 2.3% as of December 2019 to 8.5% in March […]
How About Some Positive News?
There is a lot of media discussion about inflation and how the current Administration is or is not handling things. One critical element that is […]
A Word About Crypto
I attended a symposium on Family Office investing this past week. A couple of folks from the Fidelity Digital Assets unit shared many interesting and […]
Inflation Insight Q1 2022
Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up […]