Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy...
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Small government activists finally get a win as the Supreme Court allows for DOGE-inspired reductions in the Federal Government workforce. Not only is the bureaucracy expensive; but also, uses...
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Overview: Today, we got the June Consumer Price Index (CPI) report which showed an overall increase of 2.7% for the last year and up 0.3% for the month (annualizes...
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