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March 21, 2018

SHI 3.21.18 FED Day: Following the Script

  As expected, the FED raised its benchmark federal-funds rate by 25 basis points.  This is the 6th increase of 25 basis points since December 17, […]
March 14, 2018

SHI 3.14.18 Trump, Tariffs, and Trade

  Let’s deconstruct the issue.   Do trade deficits matter?  Trump and his advisor, Peter Navarro, believe the answer is a resounding yes. My opinion?   My answer […]
March 7, 2018

SHI 3.7.18 STEAKONOMICS

  But this makes them no less valid as predictive metrics.   For example, take a look at the Economist chart below.   Notice the 6-month movement in […]
February 28, 2018

SHI 2.28.18: Fears and Beliefs

  INFLATION REMAINS CONSISTENT AND LOW. CONSUMERS ARE CONFIDENT. CONSUMER INFLATION EXPECTATIONS REMAIN CONSISTENT AND LOW.   In the aggregate, investor fears drive our stock and […]