Home No So Sweet Home

Home No So Sweet Home

Many consumers still have mortgage/home ownership PTSD after the unprecedented pain felt during the financial crisis. The decades of rising rates of homeownership, induced in large part by federal policies and legislation, has mostly been wiped out. This data illustrates how the generations most affected by the financial crisis have shifted to a more asset-light lifestyle. This shift is a tailwind to those companies providing goods and/or services consistent the sharing economy.

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Inflation and Republican Consensus on ACA go MIA

Inflation and Republican Consensus on ACA go MIA

This morning the U.S. Import and Export price data from the Bureau of Labor Statistics continued the trend of minimal inflation. U.S. Import Prices fell for the second consecutive month in June, down 0.2 percent, driven in large part by falling fuel prices. Prices fell 0.1 percent in May. Import prices peaked in February at […]

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Economic Data Continues to Paint Peaking Picture

Economic Data Continues to Paint Peaking Picture

This view never gets old.While this was a shortened week with the Memorial Day holiday, it was certainly packed with economic data. Yours truly fell a bit behind coupled with the short week and another one of my trips from Southern California back to my other home base in Italy, so this is a longer […]

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I’m all about that base when it comes to inflation

I’m all about that base when it comes to inflation

Last week on our Cocktail Investing podcast, Chris and I spoke about how I’m not so much on board with the rising inflation camp because of the base effect, (Ok, so not quite bass, but close) which has become the phrase of the week in some circles. So what am I looking at that all those who […]

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Data or Divination?

Data or Divination?

You’ve probably already learned that on Wednesday the Federal Reserve Open Market Committee increased its Fed Funds rate to 0.75 – 1.0 percent. The markets were concerned that we would hear a much more hawkish tone from the Fed, which would have implied a possibly faster pace of rate hikes. Chair Janet Yellen’s prepared speech coupled […]

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Tematica’s Take on the February Jobs Report, and What It Means for the Fed and Stocks

Tematica’s Take on the February Jobs Report, and What It Means for the Fed and Stocks

The February Jobs Report showed job creation and wage growth moving in the right direction, and clears the way for the Fed to boost rates next week at its next FOMC meeting.

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What We’re Watching This Week

What We’re Watching This Week

In a shortened week, here’s what we’re watching on the earnings and economic data front as it relates to the overall economy and the Tematica Select List.

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JOLTS Jars with Mainstream View of Jobs

JOLTS Jars with Mainstream View of Jobs

Yesterday the Bureau of Labor Statistics released its monthly JOLTS report (Job Openings and Labor Turnover Summary), revealing further details on labor market conditions in December. Despite all the post-election euphoria, the number of job openings actually declined by 4k and has dropped 130k since September. While the number of new hires rose 40k, the […]

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Expect to Pay More for Your Halloween Candy This Year

Expect to Pay More for Your Halloween Candy This Year

  Supply and demand is always a key factor for commodities be they food, energy, metals or another kind. While oil supply-demand has been the big driver of commodity talk and companies from Kroger (KR) to Sprouts Farmers Market (SFM) are talking food deflation, all may not be well in the candy aisles this Halloween […]

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