13 Comments
Jul 11, 2022Liked by The Last Bear Standing

Thank you for your insights TLBS!!

Expand full comment
Jul 9, 2022Liked by The Last Bear Standing

Excellent commentary. It will be interesting to see if Fed really does break the pattern of the Fed Put.

Expand full comment

Yes. The stable inflationary environment for years has caused many to think that FED always “saves the market”. But it always has been the case that first is inflation and employment, and then markets.

Expand full comment

Wonderful commentary. Very insightful.

Expand full comment

Thank you so much for your insights on our country’s current financial situation. I enjoyed how concise you were in explaining, easy to understand; and no-nonsense in your view of Fed actions and policies. Exceptional article… As they are each week! I look forward dear articles each week! Enlightening!

Expand full comment

Thanks for an insightful article. At this moment it's difficult for me to envision CPI prints showing significant MoM declines. With rents still elevated, shelter component reported with a lag and being 33% of the CPI print.

Expand full comment

Excellent analysis. I look forward to your article every week, and always learn something. You’re concise and provide great clarity. Keep up the great work!

Expand full comment

Thank you once again for your insightful article. At this time are you staying in cash? Have a great weekend.

Expand full comment