Supply suddenly jumps, Thanksgiving weekend gets credited.
Watch out for the costs of housing, medical care, and gasoline.
But on the surface, stocks still look hunky-dory.
With widespread, massive, and entrenched inflation, there is no soft landing.
Number of Workers Jumps by Massive 1.14 Million in Nov as People Strike Out on Their Own. But Employers Can’t Fill Vacancies.
At the tippy top of the greatest bubble ever, all kinds of stuff can happen.
Thousands of dollars over sticker? I just don’t get this. Something big has changed in the brains of enough (but certainly not all) Americans.
That’s the big question. Looking for signs of widespread push-back but not finding much. Consumers pay whatever.
In some cities, prices out-spiked even the craziness at the apex of Housing Bubble 1 before it fell apart. In others, the heat is getting dialed down.
Insiders dumping big portions of their stakes after historic share-price spikes is a sight to behold.
The supply chain mess bogs down home construction.
But raging inflation is a political bitch, and the White House got the Fed to acknowledge it, and that changes the equation.
A look at per-worker personal income, what’s left of it after inflation.
But the Fed has now backed off its ridiculous claims and is taking inflation more seriously.
Stolen goods get sold to law-abiding Americans by third-party vendors on big ecommerce sites that profit from it. Legislation to control it struggles.
Looks like the start of a U-Turn on inflation. 2-year & 10-year yields jump.
The phenomenon of a spurt in buying during the early phases of rising mortgage rates – until they reach a magic number.
When trucks are advertised at $10,000 over MSRP, what does MSRP even mean? Now throwing shade on my fancy-schmancy proprietary index.
By mid-September, the junk bond market started heading south.