public
Fed Pivot?
Not surprisingly, the Fed left the discount rate unchanged. The post-announcement commentary seemed to indicate a more "dovish"…
public
public
Higher For Longer?
Today's inflation report was essentially in line with expectations. Headline CPI for November was up 0.1% while…
public
Chart Attack!
December 10, 2023
Except for all the employment reports, it was a fairly quiet week. I'll be brief…
public
Poor Charlie's Almanac
In the December 3 Chart Attack! I mentioned Charlie Munger's passing and suggested you get a hold of…
public
Good News on Jobs?
The official numbers for November were out this past Friday, December 8. The gain of 199,000, a bit better…
public
Thinking About Risk
Investors have to make decisions in an environment of uncertainty or risk. Understanding risk and its place in decision-making is…
public
Charlie Munger's Checklist
Brian Feroldi posted this infographic of some of Munger's investment wisdom. It's worth reviewing.…
public
Quite A JOLT!
The Department of Labor's latest JOLTS (Job Openings and Labor Turnover Survey) report turned out to be much…
members
public
Performance
Week ended 12/1/23
Wow! November was an incredible month. The dollar and commodities were weak but that'…
public
Manufacturing Remains Weak
The Institution for Supply Management (ISM) posted its latest survey of manufacturing for November, yet another month of contracting business.…
public
Mixed News on the Consumer
Reports from the Commerce Department contained some mixed news for the economy. First, consumer spending growth slowed in October to…