During Donald Trump’s first term, some investors bought into the Trump 1.0 Put. The trade was...
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Cash At Buffett’s Berkshire Continues To Grow
In its annual letter to shareholders this past weekend, Warren Buffett’s Berkshire Hathaway...
Government Job Cuts May Be The Tip Of The Iceberg
The coming unprecedented government job cuts will undoubtedly impact the job market. Given the...
Alien Technology: Are ETFs Getting Too Creative?
The ETF industry has undoubtedly gotten creative over the last few years. However, nothing tops the...
Wages And Rents Portend Easing Inflation Tailwinds
Wages and rents were two of the most impactful factors driving higher inflation and, of recent...
Gold Is Getting Ahead Of Itself
To appreciate the recent gold price surge, we discuss three critical factors. Money Supply—The...
Eggflation Fears
Egg prices were up nearly 19.5% in last Wednesday’s CPI report as the Avian flu wreaks havoc...
The Fiscal Freeze Is Coming
In mid-March, the government is expected to hit the debt ceiling. As has seemingly become the norm,...
CPI Rose More Than Expected
The January CPI report was troubling as it rose more than expected. The monthly rate rose by 0.5%,...
Truflation Data Points To A Coming Decline In CPI
The graphs below, courtesy of Truflation, are very telling. The Truflation US Inflation Index uses...