Today's topics include cruel spring, yen weakness, expect a big move this week, stagflation threat, the carnage in markets will define 2022, the supply/demand story, easy money ends, Buffett criticizes casino market, and crypto & the dollar
Differentiating 'allocator' ETF flows from 'trader' ETF flows
Today's topics include real wages, Eurozone weakness, looking for the good news in GDP, ECB versus BOE on rates, is the Fed planning to front-load hikes?, is China in economic trouble?, the shift in spending, and real estate as inflation protection
Although stock valuations have come down over the past year, they remain high by historical standards. Expectations on future long-run stock returns must be tempered.
A growing portion of S&P 500 companies' market capitalization is made up by intangible assets like branding or patents rather than physical assets like buildings or machinery.
Economists are raising the probability of a recession over the next year, but based on current wage inflation and unemployment rates, they may still be underestimating the odds of a contraction.
A slowdown in U.S. exports led to a surprise contraction in Q1 GDP.
Updating the growth in central bank balance sheets
ETH's inflation rate has risen in 2022, pushing it back above bitcoin's inflation rate.
A long-term look at wheat prices