Monthly Archives: September 2021

Weekly Investment Insight 09132021 – Inflation Pressure and Stagflation

1. Inflation is still trending higher. Inventory to sales reflects supply to demand. The everything shortage and price hikes mechanism is in full flow. This should be characterized as trending inflation. Check out the details from the Fed’s Beige Book. … Continue reading

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weekly investment insight 09062021

  Weekly Investment Insight 08302021 Focus Five 1.  “Narrow money supply is going off the scales. Yet at Jackson Hole it was never mentioned, except in a footnote. Equally incredible is the gullibility of the investment establishment knowing that money … Continue reading

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