Inflation, the Fed and Tariffs Distract from Peak Earnings Season
Q4 S&P 500 (INDEXSP: .INX) Earnings Per Share (EPS) growth expected to come in at 16.9%, the highest growth rate in three years
Large cap...
Inflationary Pressures: Not All That Glitters Is Gold
The usual spin on why you should own some commodity exposure in a diversified portfolio is pretty standard – a little bit of diversification...
AI In The Workplace: Who Is Using It?
Wrapping up a busy week-CPl data confirms what we've been saying: inflation is running closer to 2% using realtime rental pricing, and the market...
What CPI Is Saying About The Gold to Silver Ratio!
I had a great and informative interview today with Dale Pinkert of Forex Analytics.
We discussed many macro themes:
The hotter than expected CPI number
The trouble in...
Homebuilders ETF (XHB) Testing Important Up-Trend Support!
So goes the housing market and real estate, goes the U.S. economy.
Well maybe not exactly, but the housing market plays an important role in...
Menus & Margins: Restaurant Stocks In Play During Earnings
Chili’s is back, baby: Brinker International has been on a hot streakÂ
US Foods and Shake Shack issued preliminary results last month, and both report...
U.S. Economy: Everything Is Up To The Consumer
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,...
Q4 Earnings Growth Continues Despite Mixed Tech Results
Q4 S&P 500 EPS growth expected to come in at 16.4%, the highest growth rate in three years
Large cap outlier earnings dates this week...
Stock Market Update: Price Action Disputes Most Macro Narratives
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:
The dollar...
