RichC | March 26, 2022
The “pain at the pump” is definitely real if you are buying fuel and if you have spend the last decade with gas and diesel at 40+% lower than we are seeing today. That said, in inflation-adjusted dollars, we are still off the highest per barrel prices that we have seen (chart below). Most oil […]
RichC | March 31, 2019
Great "Quicktake" explaination on Bloomberg. The Yield Curve Is Inverted! Remind Me Why I Care If you’re wondering what a yield curve is and why there’s so much fretting in the U.S. over it flattening — and parts of it even inverting — you’re not alone. Late last year, Google searches for “yield curve inversion” […]
RichC | July 8, 2018
As the current bull stock market gets long in the tooth (average is 7 years, we’re now closing in on 9 years), financial analysts are beginning to write regularly about preparing for the next slowdown. Few are declaring it over at this moment, but most advise prudence as it comes to what investments are being […]
RichC | June 26, 2018
How does on plan for the flattening yield curve – or even inversion (spread between 10-yr and 2-yr Treasury Bonds)? Barron’s – June 2018: “Inversion has an amazing record of forecasting recession…but stocks have typically continued to rise (sometimes sharply) after the inversion with a median gain of 13.1%.…Bottom line: the flattening yield curve is […]
RichC | October 24, 2011
This past weekend felt like I was spinning my wheels and wasting time. A little cleaning around the house, watching some football and rugby (below), some brief tinkering with the carburetor on the MGB (which is still not right) and finally assembled Brenda’s “inversion machine” – don’t ask. The latter took most of Sunday afternoon […]