I have seen a lot of stuff this past week about the CPI predictions. Low 4s today, and low 3s next month. "The fed MUST pivot!" Errrr...no. But the stock market is levitating on a belief of a pause and... Continue Reading →
I have written about this a lot over the last year, but I wanted to have a more concise and direct - yet shorter - post many can see as my point of view. I share a lot of the... Continue Reading →
High CPI We start off by discussing how "transitory" became "temporary" in Fed Speak a week or so ago, and now it appears CPI was higher than anticipated. And gold fell. I made a comment last night on someone posting... Continue Reading →
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