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DRUNKENOMICS

Jan 26, 2023

As the entire world (including Saudi Arabia) gets to know China a little better, the prospects of the petroyuan taking over seems less and less likely. And that's even with all the trade partnerships in the works for China. Seriously, their municipalities are running low on cash, their real estate market is in...


Jan 20, 2023

Inflation print came in a lot cooler last week, which leaves some odd balls to believe the Fed's chance of navigating a soft landing has actually increased. However, if you actually examine the CPI basket of goods and see the drivers of inflation, the news really isn't that good. Better than last month, I'll admit; but...


Jan 12, 2023

Now that we got all the new year shenanigans out of the way, we're right around the corner from the first wave of economic data coming out (although a ton of data has already been released); which means the powers that be will have a ton of soul searching to do post-reckoning. But all that really means is that they're...


Jan 6, 2023

Despite pretty much every asset class experiencing some major carnage last year...it could be worse. Although most major investments were down, it did present an opportune time to do some tax-loss harvesting; which, the subject alone is pretty touchy. Additionally, we finally decided to follow up the potential...