The Inflation Question
I went to one who had the reputation of wisdom, and observed to him – his name I need not mention; he was a politician whom I selected for examination – and the result was as follows: When I began to talk with…
Gleaning Macro Insights From Earnings Reports: CPB and Inflation, PLAY and Economic Reopening, GME and The Reddit Army, May CPI
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That 70s Show: Inflation Is Set To Roar
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”.
Boom Or Bubble? TSLA Earnings
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Big Tech Continues To Lead Market Higher, The Case For Gold Now
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A Close Read of Crescat’s March Letter “A Collision of Macro Narratives”
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QE and the K-Shaped Recovery, Copper at 9 Year Highs, Interpreting Rising Interest Rates, WMT Earnings
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Playing The Bubble: 1 – Bianco: The Bull Case, 2 – Aaron Jackson: NOT The Bull Case, 3 – Cathie Wood on CNBC Fast Money Re: PLTR, 4 – SHOP Earnings
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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
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MJ: Mary Jane’s Last Dance, Microcap and Penny Stocks, Global Stocks +$50 Trillion Since Pandemic, UBER Earnings
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