Tag: inflation

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...

We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as...

Part One of this series led with a graph from Apollo Global Management implying that we are embarking on an inflation rollercoaster for the...

Friday the market woke up to great news. Mission accomplished on inflation. Yahoo Finance reported: “The Fed's preferred inflation measure — a "core" Personal Consumption Expenditures...

As a follow up to a Daily I wrote on January 7th called "Super Cycles Do Not Just Fade Away", yesterday’s January 23rd Daily...

Part One of this series highlights how the government’s fixation with full employment and the Fed’s belief in the faulty Phillips Curve model from 1965...

Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation of the late 1960s, 70s, and early 80s is of utmost importance...