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Everywhere we have all-time highs. Stocks, gold all hit them again this past week. But the stock market is plagued with numerous negative divergences so while...
Retail sales rose only 2.7% in July year-over-year, below the 2.9% inflation rate, indicating a real decline. Industrial production, manufacturing, and housing data also showed economic...
Periods of high inflation in U.S. history often coincide with wars, like the Revolutionary War, Civil War, World Wars, Korean War, Vietnam War, and recent conflicts....
The Fed, led by Chair Powell, persists in discussing multiple rate cuts and slowing Quantitative Tightening despite inflation surpassing targets. Inflation at 3.5% y/y in March...
With ongoing restaurant menu price inflation continuing to run at high levels, diners are increasingly seeking out sharp discounts and promotions. While this trend may wreak...
Higher interest rates erode the economic footing like a torrent underneath the foundation of a building. You cannot convince me that this humongous debt overhang will...
Recession? What recession? That seems to be the cry today, as the soft landing scenario starts gaining favor. But, before getting our hopes up, let's not...
Our theme this week is bear markets. We cite BlackBerry as a prime example of a long bear market that is not yet finished. The rise...
Our chart of the week looks at the Dow Jones Industrials (DJI) on an inflation adjusted basis. It gives us some interesting charts dating from 1800...
Three themes dominated this past week. We cover all three. Inflation, the debt limit and the still ongoing banking crisis along with the emerging commercial real...