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Daily Update
Consumer Confidence, as surveyed by the Conference Board and University of Michigan, shows consumers are starting to lose economic confidence. Given that consumer spending drives the...
The Trump 2.0 Put: Got Bonds?
During Donald Trump’s first term, some investors bought into the Trump 1.0 Put. The trade was based on the market’s belief that Trump believed the stock market’s performance was...
Cash At Buffett’s Berkshire Continues To Grow
In its annual letter to shareholders this past weekend, Warren Buffett’s Berkshire Hathaway announced that it had increased its cash holdings to $334 billion. As the Financial Times...
Government Job Cuts May Be The Tip Of The Iceberg
The coming unprecedented government job cuts will undoubtedly impact the job market. Given the labor market’s importance to Fed policy and the economy, it’s worth fully appreciati...
Alien Technology: Are ETFs Getting Too Creative?
The ETF industry has undoubtedly gotten creative over the last few years. However, nothing tops the latest ETF proposed by Tuttle Capital. Per its SEC registration, the Tuttle Capital...
Wages And Rents Portend Easing Inflation Tailwinds
Wages and rents were two of the most impactful factors driving higher inflation and, of recent importance, keeping it stubbornly above the Fed’s 2% target. As we will share, the goo...
Gold Is Getting Ahead Of Itself
To appreciate the recent gold price surge, we discuss three critical factors.
Money Supply—The chart below shows that the ratio of gold to the money suppl...
Eggflation Fears – RIA
Egg prices were up nearly 19.5% in last Wednesday’s CPI report as the Avian flu wreaks havoc on the nation’s egg supply. Despite its inconsequential role in determining inflation,...
The Fiscal Freeze Is Coming
In mid-March, the government is expected to hit the debt ceiling. As has seemingly become the norm, dire threats from both political parties will start shortly. However, despite the f...
CPI Rose More Than Expected
The January CPI report was troubling as it rose more than expected. The monthly rate rose by 0.5%, about 0.2% above expectations. The core monthly rate was a tenth of a percent above...
