At the Money: Knowing When You’ve Whipped Inflation. (March 6, 2024) Investors hate inflation. How can they evaluate...
Read More
Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...
Read More
I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3%...
Read More
Over at Alphaville, Robin Wigglesworth looks at whether ‘Greedflation’ (aka price-gouging) meaningfully contributed to...
Read More
Everybody is waiting with bated breath for today’s 2:00 announcement about the rates, but let me spare you the suspense:...
Read More
“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my...
Read More
One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...
Read More
click for ginormous chart While I am wrapped up working on a few projects today, I wanted to share this map/chart/table showing US...
Read More
I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they...
Read More
The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting...
Read More