Inflation

Recent and Upcoming Media Appearances

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It’s been a busy few weeks for speaking engagements.  For those of you who aren’t tired of the sound of my voice, here are links to some recent and upcoming events.  Everything being discussed is fully explored first in the premium posts on this site, but everyone learns differently.  I like to read.  However, most … Read more

Fed Raises Another 75bp – Still no “Pivot”

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We’ve spent the better part of the last few weeks hearing from the “pivot” people.  These are the market participants who have been advocating for, hoping and praying for, and betting on a Federal Reserve pivot.  An astute reader recently pointed out that the definition of the Fed pivot has shifted from reducing interest rates … Read more

Financial News Outlets Finally Seeing Our Point on Losses at the Fed

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Two months ago, we noted that the Federal Reserve held about $9 trillion of assets that are primarily treasury bonds and mortgage backed securities (that the Fed is not allowed to hold).  We wrote that these assets decline in value when interest rates rise, and that if the Fed accelerated the pace of quantitative tightening, … Read more

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