CPI Analysis Out This Morning
CPI was announced 15 minutes ago and came in above expectations. Full analysis will be up on the blog this morning, but after the 9am email. Please check here shortly – thank you.
CPI
Weekly Points – January 12th, 2024 – 5 Things to Know in Investing This Week – The Bitcoin ETF Issue
After years of dragging its feet and losing an important Court case, the SEC finally approved 11 Bitcoin ETFs. Along the way, it managed to accidentally pre-announce the approvals three different ways, then withdrew all of them. Finally, the head of the SEC made it clear he disagreed with the decision of his own agency … Read more
Weekly Points – December 15th, 2023 – 5 Things to Know in Investing This Week – The Pivot Issue
For two years, Wall Street pundits and asset gatherers have been screaming for the Fed to pivot to lower interest rates. Unsurprisingly, they make more money when asset prices are high. They were doing this even as the CPI was approaching double digits and when real inflation was approaching 20%. This week, Fed Chairman, Jerome … Read more
5 Things to Know – Video Version – The Disinflation / Deflation Issue
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.
New CPI
The new CPI report came in below expectations. This is bullish for the market, and the futures are up ahead of the open. Full analysis of the report will be posted to the blog this morning. I’m updating some graphs right now. Please check back shortly. Thanks!
