This post originally appeared on April 12, 2023. DKI has written constantly about inflation since November of 2021 when we warned that it was going to be a bigger and more persistent problem than most people thought. We also provided practical specific ideas for how to protect your portfolio. By January of 2022, we were … Read more
This post originally appeared on April 2, 2023 PCE Rockets Market: On Friday, we got the new PCE report. That stands for Personal Consumption Expenditures and it’s the preferred measure of inflation for the Federal Reserve. While it doesn’t get the same attention as the Consumer Price Index (CPI), it’s probably more important in determining … Read more
Gary Brode and Mark Rossano look at what now for the fed after last week’s rate decision. Is contagion just going to be limited to US banks or could the demise of Credit Suisse just be the tip of the iceberg and they look at the possibility of other industries and companies that could have … Read more
This post originally appeared on March 13, 2023 Introduction: Over the past few days, we’ve seen the failure of Silicon Valley Bank ($SIVB) and Signature Bank ($SBNY) as well as a government decision to bail out the deposit accounts with more than $250K. That’s in excess of FDIC regulations and was described by officials as … Read more
