Goldilocks has been our favored short-term outcome, and she just took a step forward Today [Wednesday] FOMC did the very much expected and hiked the Fed Funds Rate by .25%…
Our Theme of a 2003-2007 phase centered on commercial banks takes a step forward Reference this NFTRH excerpt from July 13th: Commercial Bank Deregulation Upcoming? The thesis being that it's…
Goldilocks hangs in the balance of the Bessent, Warsh, Trump media drama We find ourselves at CPI/PPI week, just prior to FOMC week. Let the cacophonous Misdirection Olympics begin! You…
And I don't mean Hazel... Although Hazel and her grotesque grin are back as well, as August payrolls knocked it out of the park on the back of non-productive Leisure/Hospitality…
From the Fed's own orifice, commercial bank deregulation is on the table This is a brief excerpt from NFTRH 923 discussing proposed bank deregulation, which certainly would dovetail with Chairman…
Post-FOMC, a 'Goldilocks market' is developing and an unbiased view is called for Markets were apparently surprised by the hawkishness of the maiden voyage of the Warsh FOMC. Pre-FOMC we…
The April Payrolls report shows the usual suspects doing the heavy lifting, except for Government It was predictable that one of the pillars of Biden's years, government, would get kicked…
A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
A premium excerpt of the first two segments of this week's edition of Notes From the Rabbit Hole, NFTRH 876 Market Talk At this point, far into the broad market…
The hot July PPI number is not inflation, it is an effect of inflation Just as I often write that the "inflation" numbers the media chase all over the place…
Under the Federal Reserve system, the U.S. is not a capitalist country, it is a socialist welfare state for the elite, compliments of inflation Socialism For the Elite, Not Capitalism…