That’s what I think, at least.
Macro/Econ
Sneak Preview
Lululemon guides lower this morning because of the effects of Omicron…
Here’s what happened the last time the Fed attempted to shrink its balance sheet and hike rates simultaneously
The reality is that these bond buying programs should have been tapered this past summer
30% gains, 70 record high closes, no corrections
Unexpected things happen all the time.
War is Over
It’s all underway. And not a moment too soon.
How post-pandemic inflation ended last time
The history you should know
Barry on “Stagflation”
Barry reads his new post on Stagflation
Two paragraphs that explain everything
the driving force behind virtually everything happening right now in the economy and markets.
One less excuse
And remember that many of your employees – your most talented employees – are gaining a bit more of the upper hand these days
10 Million Job Openings and a Record High Quit Rate
I chalk up the explosion in quits (2.7%, now at a 20 year high) and new business formation to three main causes: