After yesterday’s CPI Roman candle, we prepare for today’s PPI firecracker. I gotta tell you, the notion that we’re at 4.9% inflation is simply comic. Just a few days ago I was looking at a faucet to buy only for $170. I decided to buy it the next day, and it was $313. I see that kind of price shift constantly, whether it’s my utility bill or a restaurant tab. Inflation is 4.9% in the deluded minds of those making up the numbers. I’m thinking more like 30%, if my life experience is any guide. In any event, the /ES is down slightly as I’m typing this, pre-PPI.

