Worth the Risk?

View from the Observation Deck When it comes to allocating capital, one of the most difficult decisions investors face is […]

PPI June 2023

The Producer Price Index (PPI) rose 0.1% in June, coming in below the consensus expected +0.2%. Producer prices are up […]

CPI June 2023

The Consumer Price Index (CPI) rose 0.2% in June, below the consensus expected +0.3%.  The CPI is up 3.0% from […]

Still Overvalued

Prior to 2008, when the Federal Reserve ran a “scarce reserve” monetary policy, just about every bank in the US […]

Employment Report July

Nonfarm payrolls increased 209,000 in June, narrowly lagging the consensus expected 230,000.  Payroll gains for April and May were revised […]