• It was a rough day today and may get much more rough in the near future

    It was a rough day today and may get much more rough in the near future

    The last couple of days have not been kind and today was worse than yesterday. But, in context it’s not all that bad if you consider where the market was at the beginning of 2020 versus where it is today. All that said I think investors should be extremely cautious right now because sometimes when…

  • Consumer prices rising a result of government COVID-19 response

    Consumer prices rising a result of government COVID-19 response

    Prices are rising sharply. Sharply in relative terms as compared to the past decade or more. But what did we expect when governments of the world shut everything down for COVID-19? Economic activity stopped. In order to keep things propped up stimulus was passed that far exceeded anything seen in modern times. People at first…

  • WSJ searching for the pin that will pop the current economic bubble

    WSJ searching for the pin that will pop the current economic bubble

    I expect this will be like all the previous bubbles. We only found out what the pin was after the bubble popped. The Fed report this past week said the virus remains the biggest threat to the economy and thus the financial system. April’s jobs disappointment was a reminder of how unsettled the economic outlook…

  • Wall Street Journal reports on inflation… again

    Wall Street Journal reports on inflation… again

    These stories keep popping up. I don’t think this bodes well for the U.S. economy over the next few years. Costs are rising at every step in the production of many goods. Prices for oil, crops and other commodities have shot up this year. Trucking companies are paying scarce drivers more to take those materials…

  • The Yield – Week ending May 7, 2021

    The Yield – Week ending May 7, 2021

    News and info on stocks in my portfolio for the week ending May 7, 2021

  • The dreaded word “inflation” continues to rear its ugly head

    The warnings about inflation are getting louder and louder. With all the magic money spending how can inflation not creep up? How can interest rates not rise? How can we continue to spend at such a rapid clip? I just hope I’m well positioned enough to survive any coming economic collapse. We could be at…