Inflation is tanking!

Now that I've got your attention, inflation signals are fading left and right It's in all the data. It's in all the headlines. Everyone knows inflation is on fire. This…

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CPI approaches

The May CPI report hits the markets tomorrow No predictions, just a question. What do you suppose might happen if somehow CPI - backward looking indicator that it is -…

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Hedging the different types of inflation

It's not your Grandpa's inflation, and managing it takes effort Thanks to subscriber MM for sending a link to this interview. I found it quite interesting because in commodities, buying…

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Bonds again diverge inflation headlines

Bonds up today despite alarming inflation headlines The hysteria of the moment, served up as usual by the mainstream financial media off of backward looking data/results, has not resulted in…

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Inflation hitting retailers hard

Target and Walmart hit hard with cost increases What good are increased sales when every unit of sales is subject to pressured margins? It's another manifestation of our antlered friend,…

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Does this look like inflation?

I didn't think so; not this week. Well of course they have not even taken the SMA 50 yet, but isn't it funny how during yet another inflationary 'lagging data'…

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