Monthly Archives: November 2021

Voyage: The story behind ABBA’s new album

For a little Friday levity…always remarkable to see that as our outside ages, we often still sound like we did when we were young.  Here is a direct video link.

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Inflation-hype past the boil?

As inflationists continue to warn of run-away prices, a few big picture items are worthy of note.  First, the U.S. dollar has continued to strengthen against major currencies, with the dollar index (DXY) this morning making a new 52 week … Continue reading

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Tapering means less liquidity to inflate risk markets

As the U.S. Fed announces a $15 billion per month tapering of its Q.E. injections into the financial system, it’s worth noting that (as shown below) past tapering periods have coincided with rising government bond prices/falling yields.  Also, with a … Continue reading

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