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The Fog of Inflation War
Per Wikipedia, the Fog of War is “the uncertainty in situational awareness experienced by...
Stranger Things
The latest release of the series Stranger Things helped Netflix (NFLX) achieve better-than-expected...
Bank Deposits Are Shrinking
You may be thinking, why should I care about bank deposits? There are a couple of reasons, but...
The Fall of Tesla
Tesla’s fall from grace has been swift. The first graph below shows that over the last 52...
Pivot, Not So Fast
We lead with an appropriate cartoon from HedgeEye. In the current environment, investors appear...
Shelter Skews CPI Higher
CPI was higher than expected, primarily due to sharply rising shelter prices. Shelter prices are...
ARKK and AGG- Revisiting the Tortoise & Hare
Below, we share a summary of an article we published Wednesday. It discusses how the ten-year...
Prime Day Again- Desperation and Lower Prices
Amazon kicked off its second Prime Day of 2022, offering great deals to its customers. On its own,...
Foreign Banks Are Selling Bonds
In our article Bond Yields Are Defying Yesterday’s Logic, we walked through traditional...
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