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The Bubble in Money Market Funds

The Reformed Broker

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Inflation Cooling – “Excluding food and energy, the Fed’s preferred inflation gauge — the personal consumption expenditures price index — rose 0.3% in February after the prior month was revised down.

Marketing 231
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“A Hurricane is Coming”

The Reformed Broker

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Expect an in-line 4Q, but it’s earnings recession ex-Energy” ►Jamie Dimon’s Hurricane – “The U.S. economy currently remains strong with consumers still spending excess.

Economy 245
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Reviewing the Building Blocks of the Global Food Chain

Advisor Perspectives

For a typical consumer, the two most hot-button topics are food and energy. Both play a significant role in household spending, and just as importantly, both are highly visible.

Food 40
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YoY Measures of Inflation: Services, Goods and Shelter

Calculated Risk

This is a topic I discussed in Pandemic Economics, Housing and Monetary Policy: Part 2. Commodities less food and energy commodities were up 2.1% Services less rent of shelter was up 5.2% YoY in April, down from 6.1% YoY in March. Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods?

Food 145
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YoY Measures of Inflation: Services, Goods and Shelter

Calculated Risk

This is a topic I discussed in Pandemic Economics, Housing and Monetary Policy: Part 2. Commodities less food and energy commodities were up 2.0% Services less rent of shelter was up 4.2% YoY in May, down from 5.2% YoY in April. Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? in April.

Food 142
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Is the ESG Craze Really Fading?

The Big Picture

His book What Investors Really Want delves deeply into that topic. Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov.

Taxes 187
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YoY Measures of Inflation: Services, Goods and Shelter

Calculated Risk

This is a topic I discussed last month in Pandemic Economics, Housing and Monetary Policy: Part 2. Commodities less food and energy commodities were up 1.6% Services less rent of shelter was up 6.1% YoY in March, down from 6.9% YoY in February. Durables were at -1.0% YoY as of March 2023, up from -1.8% YoY in February. YoY in February.

Food 93