‘Soft landing’ narrative nuked: PPI collapsing, nearly 60% of CPI components in deflation, retail sales trending negative. Profit Recession just getting started with 34 companies reporting -6.7% so far… January 20, 2023 12:11 pmJanuary 18, 2023 3:27 pm
Biden launches investigation into how 82% of components found in drones made in Iran, deployed by Russia, downed in Ukraine are manufactured US December 21, 2022 9:00 pm
Wage inflation is certainly not over, and wages/salaries are a very large % of core CPI! Sticky components are 70% of core. September 2, 2022 4:12 pmSeptember 2, 2022 4:12 pm
Warning Signs of Recession in GDP and Especially its Components November 9, 2021 7:32 amNovember 7, 2021 7:57 am
Haven’t seen very many times when 95% of SPX components are above their 200 DMA. As good as it gets? April 8, 2021 1:36 pmApril 7, 2021 10:21 am
