What is Disinflation and why is it important for investors?
When does disinflation happen?
What about the housing market now?
Why is a client planning a new home now budgeting for a 7% mortgage interest rate?
What is the corresponding decline in home values?
Does the 2018 Federal Reserve (Fed) interest rate tightening scenario provide potential guidance for investors?
How about 1982?
How could we value assets as growth disappears?
What collapsed this week in the financial markets and what does it tell us about the rest of 2022?
Who is Terra and why is she so bad?
Have the equity markets found a bottom?
How long does it take for collapsing highfliers to reach an attractive entry point in the current market?
Headline Round Up
*April DISINFLATION!
*A Terse Spanking for Cryptocurrency’s Smarty Pants!
*Coinbase Reports HUGE Loss and 2.2 Million Crypto Traders Gave Up.
*Palantir Lost $101 Million Q1.
*Speculators Running Out of Dry Gun Powder for Last Year’s Winners/This Year’s Losers.
*Tesla China Sales Down 98%??
*China Home Sales Tumble by 33%?
*2018 Market Lessons About Fed Tightening Corrections?
*Ford Dumping Rivian! JPMorgan Dumping for Another Unnamed Seller. Amazon Hit for Q2 Again?
*Tech Bear Market Lasts Until October According Bank of America/Merrill Lynch?
*Oil and Gas Bull Market Could Last Through 2026.
*Refiners Struggle to Meet Gasoline and Diesel Demand.
*King Dollar!
*Office Space DEFLATION??
*Russian Energy Tycoon Dies from Toad Poison from a Shaman!
*Union Negotiations Threaten Pacific Coast Supply Chains.
Coinbase Global, Inc. (05/12/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Dow Jones Industrial Average (12/31/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 (12/31/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Energy Select Sector SPDR Fund (12/31/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Palantir Technologies, Inc. (05/12/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Peloton Interactive, Inc. (05/12/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Rivian Automotive, Inc. (05/12/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
C.B.O.E. Short Term Interest Rate, 10 Year Treasury Note Yield & 30 Year Treasury Bond Yield Indexes (12/31/2021 – 05/12/2022)
– Courtesy of Bloomberg LP
Profit Report
The White House Plan for Lowering Inflation?