Tag: inflation

We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for...

I’ll start today with my thoughts on the Retail Sector ETF (XRT) as we ended last week: “For Granny Retail XRT we first want to...

In the face of higher yields, higher dollar, gold has been rallying since early March-and really since October 2023 after the trough.  Although there have...

The Federal Reserve kept interest rates unchanged and essentially suggested 3 rate cuts on the table for 2024. Both the commodities and equities markets took...

Not the first time I have given readers this list of leading indicators to watch for a potential rise in inflation: Silver, especially if it...

The one caveat to a sustained equities rally, especially after relatively dovish statements by Powell, is the return of inflation.  This could happen because of: Supply...

This week saw a number of big data news headlines... but we could only pick 3. Could Apple buy its way into the Electronic Vehicle...

This week's earnings corporate reports revealed a continued focus on profitability across various sectors. While specific details differed, many companies like Shopify, Airbnb, and Uber...

Last night after the sell off, we had this to say: “For junk bonds and small caps, the next day or two will be very...

The past few months have given investors the feeling that the 3 year (monster) rally in treasury bond yields is over. But the lull may...