Not All Inflation is Created Equal

Danielle DiMartino Booth

Can something be arbitrary and at the same time deeply damaging? Pursuing a strategy based on personal preference rather than reason can indeed inflict deep wounds if carried on for too long. Such is the case with the Federal Reserve’s preferred inflation metric, the “core PCE.” ...

By | June, 1, 2018|Categories: Articles, Featured|Tags: , , , , , |0 Comments

Danielle DiMartino Booth

Not surprisingly, Brussels has a similar feel to that of Washington D.C. but much more relaxed given the bureaucrats have bureaucratic underlings. A tour of the Parliament building had the feeling of a vast city center filled with humanity, but strangely absent of energy. My hosts were the first to concede that not near enough gets done here, not enough meaningful decisions made, precisely because there are too many institutions, too many committees within those institutions and sub-committees within those committees...

Danielle DiMartino Booth

Don’t you wish every day was Turnaround Tuesday? That’s the clever term coined by a buddy of mine at Citi who sadly cannot be named and take proper credit. But it is a great term to describe the pattern that’s emerged in this year’s first quarter, a three-month span most market players were relieved to see written into the history books...

Danielle DiMartino Booth

Does anyone feel the need to take a vacation? 2018 will go down in history as one of the most volatile in stock market history and we’re not even through the first quarter. Dramamine could easily replace the No Doze traders needed to keep their eyes open last year. Is this a case of being wary of what you wish for?

By | March, 15, 2018|Categories: Articles, Featured|Tags: , , , , , |0 Comments

Danielle DiMartino Booth

If nothing else, I can only hope we’ve begun to appreciate how very distorted markets are rendered when price controls become the norm. Look no further than Venezuela to see what the end game is if price controls are imposed indefinitely, with brute force...

Volatility is Back as Markets Swing Wildly

Do Not Panic and Chase Markets Down

Equites have reached a top headed in to Super Bowl weekend. Bubba discusses the markets and explains why he feels they have topped. Volatility is back and the wide swings we’re seeing every day are key indicators that markets have found a top for now. Bubba tells listeners to look for selling opportunities...