Tag: economic data

As you probably notice in financial media and in your real life, everyone is talking about inflation. This should not be viewed as the...

Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong? As fiscal and monetary support for the...

The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds with 2022s growing headwinds. While no one knows...

It is clearly very trendy to talk about the price of milk, gasoline, used cars or how the core CPI is the highest since...

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. Executive Summary - A “SMID” cap focused on supply chain...

COVID-19 has caused many disruptions, but one we're especially feeling now is in our supply chains. Impacts from the early days of the pandemic...

Equity markets appear to have largely gotten over the China issues, inflation and slowing economic data ... for now. Once again it seems that...

Inflation sucks. It is essentially a tax on those consuming goods or services, as things simply cost more. Even worse, it is a regressive...

Okay, even an armchair economist knew that used car prices, airfares, and car rentals couldn’t continue to go up by double digits, month after...

The way we move about has changed dramatically throughout the past century. The advent of the automobile in the early 1900s brought with it many...