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Michael Ashton
Inflation Volatility Tells Us This Is Probably Not Over By Michael Ashton - Jul 20, 2023

In the course of this inflation cycle – and I do think this is a cycle, and not necessarily a one-off, although the subsequent peaks may not surpass this year’s peak in Median CPI for some...

Thomas Hayes
VideoCast : Hedge Fund Tips with Tom Hayes   By Thomas Hayes - Jul 14, 2023

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: “Inflation Relaxation” Stock Market (and Sentiment Results)… For many months we have been...

James Picerno
Has Fed’s Rate-Hiking Cycle Peaked? By James Picerno - Jul 14, 2023

This week’s news on consumer inflation supports the case for expecting that the Federal Reserve’s interest rate hikes are approaching the end game. The basic calculus is that are...

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