Latest Posts

CONTINUED CHANGES

Last week, we wrote and stated several times that inflation was peaking but also inflation was peaking because it has flushed out severe weakening of

THE INFLATION PEAK! FOR NOW!

We wanted to repeat our thoughts from June 17. FOR NOW, WE BELIEVE INFLATION HAS PEAKED! For now, we believe inflation is in the midst of

A NEW WEEK NOTES

From Friday morning: At this juncture, a counter-trend rally/bounce would be as normal as  the 90 degree+ days we are having in Florida this week.

HEADING INTO THE WEEKEND

Just some notes on what we think is important right now: BOND YIELDS, after amazingly going from 2.7% to almost 3.5% on the 10 year