Why we are not "buying the dip"
The trifecta of inflation, higher interest rates, and the War against Ukraine has pushed the US equity market into a correction (a...
Mar 8, 20223 min read
How a little-known indicator can help understand inflation
The climbing prices of used cars have been one of the most significant contributors to the Consumer Price Index changes over the last 12...
Feb 14, 20221 min read
Inflation at a 30-yr High. How to Protect your Investments.
On November 10, 2021 the latest inflation readings were released. Many were hoping for the price pressures to start subsiding. Instead,...
Nov 12, 20211 min read
Is Inflation at an Inflection Point?
June 2, 2021 Multiple preliminary data points in May hint at a potential easing of inflationary pressures following severe shortages of...
Jun 2, 20211 min read
Introducing Our New Inflation Tracker
April 28, 2021 The recent US government spending spree combined with the ultra-loose Federal Reserve monetary policy is increasing...
Apr 28, 20211 min read
"Strong Forces Are Working Against Inflation" (interview with Chuck Jaffe)
"Martin Fridson, chief investment officer at Lehmann Livian Fridson Advisors says he expects the Federal Reserve will get inflation up to...
Mar 22, 20211 min read
Why You Should Not Lose Your Sleep Over Inflation
The unprecedented Covid-19 monetary and fiscal stimuli (almost 25% of US GDP, according to some calculations) are awakening investors'...
Sep 24, 20201 min read
