May 25, 2023
First off, I must apologize for all the tech issues in the last couple weeks. Seriously, I've missed you guys. But coming back in inglorious fashion, we have to split a bottle of scotch over the potential likelihood of a US Government default. Though there's still a very low chance that a default does happen, there's...
May 12, 2023
Sorry for the short & solo presentation...some of us were still recovering from a hangover. But we wanted to give a quick update post CPI and what the market outlook vibes are now that we have a seemingly positive real interest rate. More to come in the next week!
Cheers,
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Zombie McCarthy
Apr 27, 2023
It should be noted, that this is not an attempt to call Speaker McCarthy a zombie. However, we had to come up with somewhat of a title to combine the subject of a what a zombie company is along with the fact that the largest zombie company in the world might in fact be the U.S. government. Even then, the arbitrary debt...
Apr 20, 2023
Seriously, when is it ever not pending...but it seems at though this current pending phase is starting to wear out it's welcome. CPI data came in promising, but retail sales slumping maybe suggests that we might have some weakness ahead. But all this data also might suggest that the Fed's policy might be working and...
Apr 13, 2023
After a refreshing holiday weekend, the BLS is now releasing a ton of important economic data that the Fed will no doubt overreact to. What economic data might you ask? Well for one, jobs data came out on Good Friday, CPI came out earlier today, and retail sales will be released on Friday. In the last couple years, the...