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Apr 22, 20244 min read

Inflation and War Lower Stocks, Housing Costs, Parkers and Vitamins

April 22, 2024 INFLATION AND THE FED: From January of 2017 to February of 2020, the U.S. Consumer Price Index rose by 2%,...

Apr 15, 20246 min read

Missiles, Taxes, Inflation, Oil Prices, a Funeral and a Wedding

April 15, 2024 GEOPOLITICAL EVENT: I return to my writing later than usual to briefly acknowledge what you will all be seeing and...

Apr 8, 20244 min read

Positive but Murky Jobs Report Cheers Investors, Cooling Data, and a Bermuda Short

April 8, 2024 MORE JOBS REPORTED: According to the U.S. Bureau of Labor Statistics, the U.S. economy added a net 303,000 new jobs in...

Mar 31, 20243 min read

Optimism Rising, Mortgages Falling, and Chive Talking

March 31, 2024 THE FOURTH QUARTER WAS BETTER THAN FIRST REPORTED: According to the U.S. Bureau of Economic Analysis (BEA), the U.S....

Mar 25, 20244 min read

Central Banks in Spotlight, Less Babies, and Watching Basketball While Consulting

March 25, 2024 THE FED DOESN'T ACT, AND INVESTORS LOVE IT: Last week, the Fed held meetings and did not take any action on interest...

Mar 18, 20244 min read

Inflation, St. Patrick, Guinness and a Shrub That Didn't Survive

March 18, 2024 PESKY INFLATION: The Consumer Price Index rose 0.4% in February, growing by 3.2% over the past twelve months. The twelve...

Mar 11, 20245 min read

Mixed Jobs Data, Japan is Back, and Twenty Years

March 11, 2024 275,000 NEW JOBS: According to the U.S. Bureau of Labor Statistics (BLS), the economy added 275,000 net new jobs in...

Mar 3, 20244 min read

The Magnificent Seven and the Fox

March 3, 2024 REPEAT: Similar to last week's update, Nvidia and the S&P both rose to new highs, leading the S&P 500 to its 16th weekly...

Feb 26, 20244 min read

Nvidia, Foodflation, Federal Debt, and False Identification

February 26, 2024 NVIDIA LEADS THE WAY: On Wednesday evening, Nvidia released its earnings report. Its quarterly sales and forecast of...

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