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Taking Inventory of Real Economy Inflation Potential
A tale of two retail industries. In the one, the well-known chip problem holding back what is already a monstrously robust (if artificial) sales environment. Automobile dealer lots are nearing empty...
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The Enormously Important Reasons To Revisit The Revisions Already Several...
Extraordinary times call for extraordinary commitment. I never set out nor imagined that a quarter century after embarking on what I thought would be a career managing portfolios, researching markets,...
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Weekly Market Pulse: What Yield Curve Inversion
Well, that didn’t last long. I wrote last week about the inversion of the 10-year/2-year term spread as the yield of the 2-year Treasury note rose above the yield of the 10-year Treasury note. Using...
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Not Good Goods
The goods economy in the United States is – maybe was – the lone economic bright spot. That in and of itself should’ve provoked more caution, instead there was the red-hot recovery to sell under the...
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Weekly Market Pulse: No One Said This Was Easy
Be fearful when others are greedy and greedy when others are fearful. Warren Buffett People are always asking me where’s the outlook good, but that’s the wrong question. The right question is: Where is...
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Getting Whipped Will Really Hurt
The Federal Reserve’s various branches don’t just do manufacturing surveys anymore. This is a modern economy, after all, meaning industry isn’t the same top dog as what it used to be. While still...
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Weekly Market Pulse: Opposite George
It all became very clear to me sitting out there today, that every decision I’ve ever made, in my entire life, has been wrong. My life is the complete opposite of everything I want it to be. Every...
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Weekly Market Pulse: Same As It Ever Was
History never repeats itself. Man always does. Voltaire Mark Twain is credited with a similar saying, that history doesn’t repeat but it rhymes. Of course, there is scant evidence that Clemens said...
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Questions
Has the Fed’s rate hiking campaign actually lowered inflation? Or would it have happened anyway? Jerome Powell has said that the rate hikes would involve “pain” but if that is the criteria I don’t see...
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Weekly Market Pulse: Much Ado About Not Much
I sit down every week to write these updates and sometimes it is a struggle to find something – anything – worth writing about. Sure, there’s always market “news” so I can find something to fill the...
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