

Inflation is taking a bite out of corporate profits, and could affect future earnings & stock pr
Two articles last week discussed recent corporate conference calls on earnings and quarterly profits. Both articles noted how...

The way to think about Inflation is “Time is Money”
I tweeted about three articles this week on inflation that focused on: 1) Americans are spending now, due to inflation expectations that...


Will the Fed rate hike the US into recession?
Typically, this late in the business cycle businesses are trying to squeeze the last drops out of profits to maintain revenues and keep...


Where is the market headed?
About a month ago, I wrote an article for this blog that asked the question: is it a correction, or something else? That something else...


All indications lead to higher inflation conclusion
Statements from the new Fed Chairman Powell indicate a hawkish stance to fight inflation, which is the first indication of its kind in a...


Real Estate is going higher, despite interest rates and other fears
There are many challenges to the real estate market at this time. First, interest rates have been climbing, mostly due to the Fed...