Our Probability of Inflation and Thesis Why (Inflation Part 4 and Final)
At this point we have a good idea of what inflation is, why it happens, the leading indicators for, and it’s effects. So in our opinion,…
Inflation Factors to Look for as Leading Indicators (Part 3)
In our earlier post “Interest Rates, Friend or Foe” we spoke of the concerns of higher interest rates and the headwinds that higher rates create. Being…
Average Long Term Interest Rate, An Inflation Related Poll!
According to the Federal Reserve of St. Louis, since 1928; What has the average long term (10 year bond) interest rate been closest? Thanks for…
The Consumer Price Index (CPI) a Measure of Inflation? (Inflation Part 2)
The Consumer Price Index: According to the Bureau Of Labor Statistics which has an excellent webste at http://www.bls.gov What is the CPI? The Consumer Price…
Inflation, One of the Best Known Secrets (Part 1)
With much talk of inflation, and to be fair, much coming from our mouths as well, we decided to post a series of thoughts concerning…
Leveraged ETF’s Not For Us
We applaud many new investment products, still under review by our firm see post But many times there are new products and investment changes…
Pullback or Options Hangover
As you know we have long been in need of a pullback in the Capital Markets. From the March low we have smartly moved up…
A Passing of the Baton From Lower Rated Companies to Higher
Over the last several months we have seen a dramatic market move back to more smart values. But for a moment let’s look a bit…
The Ups and Downs of the AFG Conference
I am back from the AFG Conference and after almost a week of contemplation I think I have my thoughts in order to give an…
Posturing for Friday Option Expirations
This Friday marks option expiration for various instruments within the capital markets. Option expiration is a regular monthly event and usually results in extremely high…