Tag: inflation

  • Inflation continues to weigh on companies and consumers

    Inflation continues to weigh on companies and consumers

    I’m starting to lean towards the notion that this will not be a transitory inflationary period. If a federal $15 minimum wage comes to pass combined with further climate change regulations there is nowhere for costs to go except up. “In an environment where inflation continues to rise quarter after quarter after quarter, there are…

  • The Yield – Week ending June 11, 2021

    The Yield – Week ending June 11, 2021

    Rebalancing portfolios, pie charts, inflation fears, oil prices, banks & cash, more inflation news, and much much more

  • Inflation surges in May. Highest rate in 13 years

    Inflation surges in May. Highest rate in 13 years

    I still believe this is temporary. This inflation is largely caused by government shutdowns and changes in consumer behavior as we adjust to living post-COVID-19. While short term inflation is a pain it’s the long term effect of behavior and government policy that needs to be monitored. Strap in folks! The U.S. economy’s rebound from…

  • New ETF bets on interest rate rise

    New ETF bets on interest rate rise

    Inflation continues to be on the mind of investors and they’re shifting their strategies to mitigate any drastic change. There is also a looming mistrust of Fed policy with regard to interest rates. Simplify Asset Management recently launched the Interest Rate Hedge ETF, which will seek to take advantage of what its backers see as a…

  • 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…