Understanding Bonds, Debt & Inflation: A Conversation with Lisa Hornby

Click Here to view our Podcast. This week, Phil sits down with Lisa Hornby, Fixed Income Strategist at Schroders, for a timely conversation on the state of the bond market. They discuss how yields influence future returns, the growing concerns around deficits and national debt, and why inflation continues to play a critical role in […]
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The Tariff-Inflation Connection

The Tariff-Inflation Connection It was a confusing week of inflation information this week. On Tuesday, the CPI (Consumer Price Index), was reported at 0.2% for the month and 2.7% year over year, essentially as expected. That eased concerns regarding the impact of tariffs on inflation. Two days later, the PPI (Produce Price Index) reported an […]
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Data for Sale: Tips to Help Protect Your Private Information

Data for Sale: Tips to Help Protect Your Private Information On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and […]
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Taking Stock

Taking Stock As we embark on the last year of the first quarter of the 21st century, it seems appropriate to take stock of the situation. Looking backward, if you were long mega cap tech stocks, gold or Bitcoin, there was plenty to smile about in 2024, but otherwise, it was a less than stellar […]
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Jaws

Jaws Just When You Thought it was Safe to go in the Water… Last week we wrote about how inflation was starting to perk up again. This week, the Fed cut the Fed Funds rate another 0.25%, but at the press conference on Wednesday, Chair Powell noted that progress on inflation had stalled and “From […]
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Has the Inflation Demon Been Slayed?

Has the Inflation Demon Been Slayed? The Federal Reserve would sure like us to think so, but evidence is beginning to build that it might be harder to achieve and maintain 2% inflation than the Fed would like. The late, great economist, Milton Freidman, said many times that only government creates inflation (link) and the […]
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