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Weekly Market Pulse: No One Said This Was Easy

By |2022-06-13T13:37:04-04:00June 12th, 2022|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks, Taxes/Fiscal Policy|

Be fearful when others are greedy and greedy when others are fearful. Warren Buffett People are always asking me where's the outlook good, but that's the wrong question. The right question is: Where is the outlook the most miserable? Sir John Templeton, The Principle of Maximum Pessimism I don't know if we're at the point of maximum pessimism yet but [...]

Not Black Mouth To Bad Mouth The Global Causes of Transitory Inflation

By |2021-08-31T19:32:38-04:00August 31st, 2021|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Apparently, analysts were shocked when the Conference Board reported earlier today that its measure of consumer confidence, its own bread and butter, in the name, after all, dropped by a rather substantial eleven-plus points in August. And that was on top of a four-point downward revision to July. The new level of 113.8 compares to average expectations for ~124.0. Therefore, [...]

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