The Clearest Evidence Yet that Inflation Remains ‘Sticky’
The January consumer price index numbers show it's still a long road to getting inflation down.
Read nowJustice Clark Litle
The January consumer price index numbers show it's still a long road to getting inflation down.
Read nowJustice Clark Litle
Unfortunately for the bulls, those differences make the 2023 outlook even worse, in our view.
Read nowJustice Clark Litle
The yen was supposed to decline sharply on BOJ disappointment but didn’t. That’s telling.
Read nowJustice Clark Litle
BYD and Mercedes-Benz demonstrate why Tesla has no moat and the shares will fall much further.
Read nowJustice Clark Litle
Tech and growth will disappoint in the years ahead — but other areas of the market will shine.
Read nowJustice Clark Litle
There is no way around this; inflation at 40-year highs will not disappear automatically, and inflation is now the No. 1 concern and pain point for American voters. The University of Michigan consumer sentiment index fell to a 10-year low this month because of inflation, with sentiment levels comparable to those of the Great Recession post-2008.
Read nowJustice Clark Litle
When Netflix (NFLX) gapped down 21.8% lower on Jan. 21, investors were shaken by the spectacle of a $200-billion-plus FANG name losing a fifth of its market cap overnight. But that was just a warm-up.
Read nowJustice Clark Litle
The Federal Reserve has to stop this from happening, no matter what. That is its most important job. And if the stock market is hurt by the Federal Reserve’s actions, the Fed won’t care. Addressing the inflation problem is simply too important.
Read nowJustice Clark Litle
Are you worried about inflation? Do you seek investments that protect against inflation? If so, you should know that oil is a better inflation hedge than Bitcoin or gold. It isn’t a close contest either. When it comes to inflation protection, oil (and oil-related investments) beats gold and Bitcoin by a mile.
Read nowJustice Clark Litle
There is a persistent myth that plagues financial markets. New investors are commonly prone to it — though experienced investors can fall prey to it as well. The myth goes something like this: “If only I could make one big score, one big killing, I would be set.”
Read now