Weekly Points – March 15th, 2024 – 5 Things to Know in Investing This Week – The Stagflation and Doom Issue
This wasn’t a good week for the “pivot” people and asset gatherers who have been begging the Federal Reserve for lower rates. We got a higher-than-expected CPI and PPI. Making things worse, the short-term monthly numbers have started to accelerate meaning the disinflation story might be dead for now. Retail sales and manufacturing numbers were … Read more
5 Things to Know – Video Version – The Stagflation and Doom Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Stagflation and Doom Issue This week, we’ll address the following topics: -The CPI comes in hot. Should we panic about inflation? -The PPI comes in hot. Should we panic about inflation? … Read more
Weekly Points – March 8th, 2024 – 5 Things to Know in Investing This Week – The Powell Just Hit the Panic Button Issue
This week, Jerome Powell spoke to Congress and was more dovish than he’s been in years. He’s gone from channeling former Fed Chairman, Volker, who crushed inflation with interest rates approaching 20% to sounding like Volker’s predecessor, Arthur Burns, who reduced interest rates before getting inflation under control. We saw weaker than expected job reports, … Read more
CPI Slightly Hot – Details on Way
The CPI came in slightly above expectations. Please check the blog this morning. We’ll have full analysis posted before 9:30am
5 Things to Know – Video Version – The Powell Just Hit the Panic Button Issue
Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Powell Just Hit the Panic Button Issue This week, we’ll address the following topics: -Jerome Powell spoke to Congress, and seems to have changed his approach. Has he gone insane? -Lots … Read more
Weekly Points – March 1st, 2024 – 5 Things to Know in Investing This Week – The Everyone is Wrong and Should Admit it Issue
In December, we produced a version of the 5 Things titled “The Smart People Doing Smart Things Issue”. This time, we’re not so positive. This was a week of people being consistently wrong including Bitcoin bears who refuse to apply a consistent lens for their thesis when it’s not working, Fed doves who keep insisting … Read more