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...
Ethereum Falters Due To Massive Short Positions
If one weren’t paying attention to the cryptocurrency market, one would think that all...
Bessent Follows Yellens Strategy
Bond vigilantes had been questioning Janet Yellen’s debt management tactics in her role as...
Small Cap Stocks Are Offering Outsized Returns
The Wall Street Journal published an interesting article For Small Cap Stocks, Look Past The Trump...
The Birth Death Adjustment: Trade With Caution
When formulating its monthly employment data, the BLS includes an adjustment for the net number of...
DOGE Deficit Reductions
The newly formed Department of Government Efficiency (DOGE), headed up by Elon Musk, is tasked with...
New Tariffs Torpedo Global Markets
Investors woke up Monday morning to a sea of red. On Friday, after the markets had closed for the...
Can Musk Be The Bond Whisperer
The media holds bond vigilantes out as do-gooders looking to force the government to be fiscally...