Operating Margin Points to a Bullish Future for Large Caps
The operating margin is a good indicator of financial performance. They’ve been on the rise in recent months, which is bullish for stocks.
Read More
Author: Michael Carr
If the Fed’s Right, Interest Rates Should Double
Even if the Fed can achieve stable inflation at their desired target, long-term interest rates should almost triple.
One Chart Shows the Fed’s Disconnect From Reality
With their inflation predictions in recent months, it’s become clear at least some Federal Reserve officials are out of touch.
Inflation Expectations: Consumers Worried Despite the Fed’s Calm Tone
The Federal Reserve continues to reassure us that inflation isn’t going to last, but consumers’ expectations tell a different story.
Employment Data Doesn’t Add Up
There seems to be a structural mismatch in the economy. Employers can’t seem to find workers they believe are qualified. This has important implications in the long run.