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Closing the Gap

In response to higher-than-expected inflation and rising inflation expectations, the Federal Reserve raised its benchmark interest rate 0.75% in its largest increase in nearly 30 years. Fed Chairman Jerome Powell announced the committee’s decision and provided...

Getting Ahead of the Curve

“Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” – Milton Friedman How We Got Here There is only one threat driving the sharp correction in...

Q1 2022 Recap & Outlook

Following two years of pandemic crisis and recovery, 2022 is shaping up as the year investors got serious about inflation. The numbers have been largely meaningless since economies across the globe were halted during the worst of COVID. Until recently, Fed Chairman...

The Fed Pivot

The Federal Open Market Committee (FOMC) gathers this week for the first time in 2022 (they are scheduled to meet 7 times in 2022). Federal Reserve Chairman, Jerome Powell, and committee members are tasked with their dual mandate to promote maximum employment and...

The Company is Not the Stock

“As the stock price was going the wrong way, everything inside the company was going the right way.” With these words, founder & CEO Jeff Bezos described the disconnect during the Dot-com Bubble between how Amazon’s stock (AMZN) and Amazon the company were...

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