Commodities

That 70s Show: Inflation Is Set To Roar

May 26, 2021 Reading Time: 7 minutes

There is a very interesting dynamic playing out in the economy right now that is almost certain to result in significant inflation. That dynamic consists in the reality of inflation as described by corporate executives, some examples of which you can read above, combined with the Fed’s refusal to admit that it’s anything more than “transitory”.

NASDAQ: Technical Divergences, Einhorn on The Fed, Inflation, GME and the $100 Million Deli

April 17, 2021 Reading Time: 7 minutes

Note: 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…

S&P 4,000, KMX Earnings and the Reopen Trade, Economic Reopening, Surging Inflation and How To Play It

April 2, 2021 Reading Time: 8 minutes

The Fed Threads The Needle, Treasury Yields Surge Overnight Hitting Futures, Inflation Is Here, Rising Rates Will Kill The Bull Market

March 18, 2021 Reading Time: 8 minutes

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

February 26, 2021 Reading Time: 10 minutes

QE and the K-Shaped Recovery, Copper at 9 Year Highs, Interpreting Rising Interest Rates, WMT Earnings

February 19, 2021 Reading Time: 8 minutes

Week In Review, MJ: The Highs And The Lows, Josh Brown: “Valuation Is Junk Science”, Kiddie Technicians: Just The Beginning, Rising Commodity Prices, Rising Interest Rates, VIX Closes < 20

February 13, 2021 Reading Time: 7 minutes