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The End Game: 1 – 10 Year Treasury Yield Jumps 13 Basis Points, 2 – Stocks Plummet, 3 – Crescat: The Fed Is Trapped, 4 – Young and Dumb
Reading Time: 10 minutesNote: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Atlantic Monthly Cover Story: Why I Fired My Broker
Reading Time: 4 minutesEntertaining and funny story headlining this month’s Atlantic Monthly, “Why I Fired My Broker”, exploring a question that many middle/upper class Americans are asking themselves these days: Should I fire my broker/financial advisor? Where can I get good financial advice?…
BeSpoke: Analysts Most Bullish In Two Years
Reading Time: 2 minutes(Source: “Analysts At Most Bullish Level In Two Years”, BeSpoke Investment Group, October 7) Very interesting chart from BeSpoke Investment Group. The chart measures up changes versus down changes in analysts earnings estimates in the four weeks preceding the last eight…
Krugman Dismisses Inflationary Risks
Reading Time: 2 minutesIn his column from Monday, “Stay The Course”, Paul Krugman dismissed the idea that current government policies are potentially inflationary as follows: What about the claim that the Fed is risking inflation? It isn’t. Mr. Laffer seems panicked by a…
SNAP And The Market Leaders Of The Future, CLX Ravished By Inflation
Reading Time: 5 minutesWhile Amazon (AMZN) hogged all of the attention after the close Thursday, there were a number of other earnings reports worth looking at. One of the most interesting was Snapchat (SNAP). SNAP is a social media app favored by the…
Sticky Inflation And The Neutral Rate
Reading Time: 3 minutesI just filled up my gas tank and it was over $5/gallon. This is just another example of sticky inflation: Inflation may not be going up as fast as it was a couple years ago but prices are still quite…
