Reader Question on Inflation Hedging and Investing
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Inflation
Fed March ’25 Meeting – Still on “Pause”
The Federal Reserve concluded its March meeting and surprised no one by keeping the fed funds rate unchanged. Let’s go through the details: As I type this, Jerome Powell is delivering his prepared remarks at his press conference and reiterated his typical language of being “data driven”. He’s also talking about a higher-than-usual level … Read more
Weekly Points – March 14th, 2025 – 5 Things to Know in Investing This Week – The (sort of) Disinflation Issue
One month after the market worried about an increase in the CPI, it celebrated a slightly lower reading. That seems great until you look at the chart and see that there’s been no real progress on inflation in months. In order to get inflation down, the government could cut wasteful spending. DKI likes that option … Read more
Shutdown Theater
I think the primary reason the market was up big on Friday was Senate Democrats caved and agreed to the Republican spending bill. This avoided a pending government shutdown. Even though Democrats wanted more spending, the stated reason for agreeing to the bill was that if Democrats didn’t, they feared that during the ensuing government … Read more
February CPI is 2.8%
Overview: Today, we got the February Consumer Price Index (CPI) report which showed an overall increase of 2.8% for the last year and 0.2% for the month (annualizes to 2.4%). That’s below last month’s 3.0% and above the prior month’s 2.9%. Both the annual number and the monthly were 0.1% below expectations. The monthly was … Read more
They’ll Crash Stocks to Save Bonds
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DOGE and the Government Budget Deficit
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Weekly Points – February 28th, 2025 – 5 Things to Know in Investing This Week – The Public Recession Issue
Nvidia $NVDA has a great quarter, but the stock was priced for perfection. Still, Jensen Huang had some interesting comments on DeepSeek. There are rumors that Microsoft $MSFT is cancelling data center leases…but the big tech firms all just confirmed higher AI spending for 2025. The January PCE falls, but it won’t be enough to … Read more
Weekly Points – February 14th, 2025 – 5 Things to Know in Investing This Week – The I Was Wrong About DOGE Issue
Many Americans are horrified at how our government is spending money. Candidate Trump ran for President promising to go through the budget line by line. Most Americans expected to find waste, but the amount of theft and fraud is staggering. We also found out that the “independent” press is being funded by massive “foreign aid” … Read more
January CPI Rises to 3.0%
Overview: Today, we got the January Consumer Price Index (CPI) report which showed an overall increase of 3.0% for the last year and 0.5% for the month (annualizes to 6.2%). That’s above last month’s 2.9% and above the prior month’s 2.7%. The annual number was 0.1% above expectations. The monthly was a large 0.2% above … Read more
