June 12, 2019

SHI 6.12.19 – Where Did Inflation Go?

After rising from the dead like Lazarus at the beginning of 2019, inflation is once again heading toward zero.   From November of 2018 thru January of […]
June 5, 2019

SHI 6.5.19 – Battle Rope Exercises

Imagine this:  The guy in the blue represents both the FED Chairman Powell and ‘bond traders’ in the aggregate.   The bond traders have pushed down the […]
May 29, 2019

SHI 5.29.19 A Tale of Two Viewpoints

This quote, from the opening paragraph of Dicken’s novel,  A Tale of Two Cities, seems exceptionally apropos today, when we consider the diametrically opposed viewpoints on […]
May 22, 2019

SHI 5.22.19 – Trade, Tariffs and Inflation

Inflation is arguably the FEDs most crucial metric.   While the FEDs formal target is 2% per annum, the tolerable range is probably about 1.5% on the […]