Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue.
Let me know what you think about the format.
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue.
Let me know what you think about the format.
Overview: Today, we got the December Consumer Price Index (CPI) report which showed an overall increase of 2.9% for the last year and 0.4% for the month (annualizes to...
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This week, there was a lot of focus on potential financial stress. We’re seeing higher credit card delinquencies, higher commercial real estate delinquencies, and an increasing reticence of foreign...
Read MoreHi All, Lots of thoughts on my mind. Here’s the upcoming posting schedule: Wednesday (today): The monthly CPI report. I expect to have this out around the 9:30am market...
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