James Picerno·6d agoThe Rise in Inflation Expectations Is Becoming Harder to IgnoreThere are two key dimensions of inflation risk, and both suggest that the recent upturn in prices may be on the cusp of becoming…
Christos Kechagias·Jun 30How degenerate gamblers bet on inflation — or what the most sophisticated market thinks about it“The market is never wrong, opinions often are” said the legendary speculator, Jesse Livermore. The reason I am quoting Jesse Livermore is…
BobbyGiggz·Jun 21From 4.2% CPI to 2.23% Real Yields: Reading the Bond Market’s True SignalThe bond market rarely speaks with perfect clarity, but when it does, the message is worth listening to. As of mid-June 2026, the numbers…
InWord GardenbyDad is FIRE🔥·Apr 29Inflation Hits Hard, But These Things Still Cost the SameSome things still hold steady, even when inflation pushes prices higher.A response icon2
