
Inflation Revving Up Soon

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NFTRH 846 went much further off the normal path than this excerpt, as its writer was almost unconsciously caught up in the process of properly defining the current Macro, which by extension will help us properly set strategies for 2025 and beyond.
It takes a lot of deep and ongoing work, not guessing or bias-promoting. We do this work in order to end up right on the big swings when the time is right, and to be right along the way in the interim. Charting and stock picking are fun, but only after the real work is done.
(more…)It’s astonishing how much you can chart here. Since the election was partly won on the notion that eggs were too expensive, I was curious……….do we have egg data? You bet your sweet chickens we do!

Every month, the inflation numbers (PPI on one day, and CPI on the other day) come out. I’m not sure why they flip positions, since sometimes it is PPI/CPI then others CPI/PPI, but this week it was the former. We just got the PPI numbers, and they are both ice-cold versus expectations.
