Some Thoughts About Fed Interest Rate Increase
An update to a Fed interest rate increase on Wednesday May 3. Something to keep in mind is that we have an economics “team” that […]
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 […]
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 […]
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 […]
Ooops…the Producer Price Index Just Went Boom!
When I suggested they went boom…prices for intermediate processed goods are up 24.1% versus a year ago while unprocessed goods are up 29.7% versus a year ago.
Sticking to Our Targets, For Now
Late last year we shared our stock market forecast for 2022 (thanks again Brian Wesbury), projecting the S&P 500 would rise to 5,250. Since then, […]
2021 Lookback
2021 was a fizzing mints-in-soda kind of year. As we head into the new year, let’s a look back at 2021. United States’ economic growth […]
All-Time-High Anxiety
Check out this very interesting article from Dimensional Funds regarding the highs and potential upcoming lows of the financial markets. As always, standing by if […]