Let's review annual inflation rate (%) in the most recent months that have been measured.
From August 2021 forward thru March 2022.
5.25, 5.39, 6.22, 6.81, 7.04, 7.48. 7.87. 8.54.
You are looking hard into the rear view mirror. That is a poor way to invest or understand the economy. The pieces have begun to shift. Here’s GS summing up the receding inflation story. I will repeat that when the market takes a breath and realizes inflation is receding, with the VIX at a panic-sell 34….wild things can happen.
Here are the changing numbers based on the most up to date data:
Let's review annual inflation rate (%) in the most recent months that have been measured. From August 2021 forward thru March 2022. 5.25, 5.39, 6.22, 6.81, 7.04, 7.48. 7.87. 8.54.
Where is the cooling? I don't see it. Honestly
now find month over month data
here's monthly change rather than year over year. You can see some recent moderation of inflation. And granular detail also show this. This goes through march 22...the april number is due on wednesday and is expected to show further moderation.
It's only one month, sure, but the april 22 number should continue the trend, given the disinflationary data from shipping prices, car prices, wages, etc....
Here are the changing numbers based on the most up to date data:
Let's review annual inflation rate (%) in the most recent months that have been measured. From August 2021 forward thru March 2022. 5.25, 5.39, 6.22, 6.81, 7.04, 7.48. 7.87. 8.54.
You are looking hard into the rear view mirror. That is a poor way to invest or understand the economy. The pieces have begun to shift. Here’s GS summing up the receding inflation story. I will repeat that when the market takes a breath and realizes inflation is receding, with the VIX at a panic-sell 34….wild things can happen.
From the same folks that never predicted inflation going up, or any bear market. Of course they put on plenty of trades going the other direction.
Meanwhile, from Putin’s mouthpiece Zerohedge: This morning, Goldman's trading desk also brings attention to this most important market dynamic, and in an early note from trader Matthew Fleury, he writes that "this chart should be on everyone's radar. This is the top of book depth of S&P futures divided by 1mo ATM vol. It is flashing red. The set up for an equity market crash is as high as I have seen it."
Both are valid, but my data show recent trends, yours show longer term trends. Your data won't pick up change in direction like we may be seeing now.
As for today, I'm making money on my 10 year treasuries and short term bonds. Portfolio theory in action.
Wut?
All I did was list the annualized inflation rate by month from Aug 2021 thru March 2022:
Let's review annual inflation rate (%) in the most recent months that have been measured. From August 2021 forward thru March 2022. 5.25, 5.39, 6.22, 6.81, 7.04, 7.48. 7.87. 8.54.
While the percentage of S&P 500 companies beating EPS estimates is above the five-year average, the magnitude of these positive surprises is below the five-year average.
· 15h The trailing 12-month P/E ratio for $SPX of 20.2 is below the 5-year average (23.1) but equal to the 10-year average (20.2). #earnings, #earningsinsight,
PLTR misses earnings, stock down 18% pre-market😵💫
I still don't know what they do. And if I ask a PLTR investor what they do, they get defensive and call me dumb and tell me to do my own research. This was back when PLTR was trading at $30-40 and everyone was predicting $100+ within a year.
PLTR misses earnings, stock down 18% pre-market😵💫
I still don't know what they do. And if I ask a PLTR investor what they do, they get defensive and call me dumb and tell me to do my own research. This was back when PLTR was trading at $30-40 and everyone was predicting $100+ within a year.
CNBC listed NASDAQ laggards all down 9% or more. Hipster names and I couldn’t tell you what they do. Technology of course, with plenty of people saying it is not like the Tech Bubble. 😹
I still don't know what they do. And if I ask a PLTR investor what they do, they get defensive and call me dumb and tell me to do my own research. This was back when PLTR was trading at $30-40 and everyone was predicting $100+ within a year.
CNBC listed NASDAQ laggards all down 9% or more. Hipster names and I couldn’t tell you what they do. Technology of course, with plenty of people saying it is not like the Tech Bubble. 😹
we may not understand data analytics but in 2021 palantir did $1.5 bn in sales and generated $300 million in free cash flow
Just because you don't understand what it does...doesn't mean it isn't a good company.
Whether it is a good investment is a separate question.
CNBC listed NASDAQ laggards all down 9% or more. Hipster names and I couldn’t tell you what they do. Technology of course, with plenty of people saying it is not like the Tech Bubble. 😹
we may not understand data analytics but in 2021 palantir did $1.5 bn in sales and generated $300 million in free cash flow
Just because you don't understand what it does...doesn't mean it isn't a good company.
Whether it is a good investment is a separate question.
Don't MSFT, AAPL, GOOGL and AMZN do "data analytics" too?