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Energy Prices Impacting Inflation
This week's inflation data displays the impact energy prices can have on the indices. Sharp rises in gasoline and other energy products led to unwelcome gains in overall price levels. These will probably be viewed as "transitory" and...
Read MoreAgricultural Prices are Falling
Don't look now but agricultural prices are falling. Down by over 7% year over year. Will that translate into lower prices at groceries and restaurants? No, it's not that easy.But it's more good news on the inflation front and will...
Read MoreOPEC+ Continue Efforts To Prop Up Oil Prices
Saudi Arabia and other OPEC+ producers continue their efforts to prop up the price of oil. Prices have risen lately, but that is quite possibly due to the relatively positive outlook for the oil consuming nations rather than attempts...
Read MoreYear in Review - A Stunning Turnaround
Year in Review – A Stunning Turnaround Russia’s assault on Ukraine combined with strong consumer and governmental spending induced an inflationary spike that garnered most of the economic headlines. The Fed and...
Read MoreMay Market Commentary
AI mania gripped the market as significant gains among the large technology names propelled the S&P 500 higher during the three months ended 5/31. Other stock sectors struggled. Economically sensitive small cap stocks declined, as...
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Audio From Our June 15th Investment Conference Call
For those of you that were unable to join us last Thursday, please click on the video below to listen to our investment conference call where I discuss how recent developments, including inflation, artificial intelligence, the debt...
Read MoreApril Market Commentary
The collapse of several banks gave investors pause but failed to derail the generally positive stock market mood that has prevailed in 2023. Global stock markets posted small gains during the three months ending April 30. ...
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Year in Review – Twelve Months Ending March 31
Year in Review – Twelve Months Ended 03/31/2023As the pandemic gradually faded, policymakers and investors were left to confront the economic impacts of the global tragedy. In some cases, the governmental efforts to combat the...
Read MoreContribution Limit Increases for 2023: Just What We Wanted to Hear
In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...
Read MoreInflation is accelerating for most non-energy items
Today's CPI report shows that inflation - despite the respite from gasoline and other commodities - has become more widespread and is actually accelerating for most non-energy items.As I have been noting recently, the Fed's efforts to...
Read MoreEurope's dire energy situation will continue to affect American consumers of natural gas.
IIt truly is a globalized world. Europe's dire energy situation will continue to affect American consumers of natural gas. American exports of LNG will continue at the current elevated rate with little reason for optimism surrounding...
Read MoreAudio from our July 14, 2022 Investment Conference Call
For those of you that were unable to join us last Thursday night, please click HERE to listen to our investment conference call where we discuss inflation, employment, recession fears, the federal reserve and what...
Read MoreYear in Review – Twelve Months Ending June 30, 2022
As much of the world adapted to and then attempted to move past the pandemic, policymakers and investors were left to ponder the economic impacts of the global tragedy. In some cases, the governmental efforts to combat the pandemic...
Read MoreAudio from our May 3, 2022 Investment Conference Call
For those of you that were unable to join us Tuesday night, please click the Play button below to listen to our investment conference call where we discuss potential paths for interest rates and the effects on housing and investment...
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