What a week!
CPI, PPI, Retail Sales, Fed Speak, Earnings, Tariffs on then Postponed, China, Yields rise then fall, the Dollar rises then falls, Gold makes a new all-time high, Growth outperforms value.
If I were a slam poet, that …
I had a great and informative interview today with Dale Pinkert of Forex Analytics.
We discussed many macro themes.
On November 7, 2024, I wrote a Daily called Food Commodities Comeback-1st Sugar, Now Soybeans.
Back then I wrote,
It should come as no surprise that I have been watching sugar futures carefully for years.
As the 3rd in my …
Muhammad Ali was speaking at a Harvard commencement ceremony in 1975 when a student shouted, "Give us a poem, Muhammad!"
Ali paused and then said, "Me, We."
Thank you, Ali, as I have been using that poem only in reverse-from …
Do you believe the economy is heading towards inflation?
Well, the price will argue with that opinion.
Looking at my own trifecta of inflation barometers
They all …
Here are some of the recent references I have made about Biotechnology and the potential for a rally.
I love consumer instinct.
Thank you, Peter Lynch, for teaching us about using our instincts as consumers along with megatrends and technical analysis.
Last night we went to a dinner party and the conversation turned to Bowling Green, Nebraska, the …
“Brazilian analysts say the tariffs announced by U.S. President Donald Trump against Canada, Mexico and China could cause a currency-related inflation surge in Latin America's largest economy, clouding the central bank's outlook for interest rates.”
The article written in Reuters …
Many are quoting that the Year of the Snake is a bad year for stocks.
However, this is the Yin Wood Snake and a year ending in the number 5.
The last time we saw the Year of the Yin …
First, I would like to express to my colleagues, friends and followers:
May the Year of the Snake guide your endeavors to great heights. Gong Xi Fa Cai!
Here is a passage from my Outlook 2025, which if you have …
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