As noted many times inflation is a two-part phenomenon…too much money chasing to few goods fearing higher prices tomorrow. It is monetary and ...

Change is the only certainty. BlackRock stated yesterday that its “monster” $16 billion momentum factor fund will see “an astounding” 68% of its portfolio change in order to ...

Equities were mixed. Technology was modestly lower while the industrials modestly higher. The inflation debate is front and center. In my view this is one of the few times the ...

The PPI rose in April by more than forecast, adding to signs of a growing wave of inflationary pressure that’s extending to American consumers. The data was the strongest since 2010 but ...