Sunday, April 25, 2021
Running of the Bulls
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Prince, Bowie, or Metallica? I’m still trying to figure out what will be the theme song for 2021. I’d been thinking “ Party Like It’s 1999 ...
Thursday, April 15, 2021
Outcome Rather Than Outlook; Reacting Rather Than Preempting
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The Fed I: Backward Looking. Just in case we didn’t get the Fed’s memo on the change in its monetary framework, Fed Governor Lael Brainard...
Friday, April 9, 2021
The Myth of Stagnating Real Wages
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In the past, I often have observed that, contrary to popular belief, inflation-adjusted wages have been expanding rather than stagnating fo...
Monday, March 29, 2021
High-Octane Earnings
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I am raising my S&P 500 operating earnings forecast for 2021 from $175 per share to $180, a 27.8% y/y increase from 2020. I am also rai...
Thursday, March 11, 2021
Rent: From Headwind To Tailwind
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Rent is one of the major components of both the Consumer Price Index (CPI) and the personal consumption expenditures deflator (PCED). Rent ...
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