Daily Archives: February 13, 2022

“Everyone” is Howling About Runaway Inflation. The Market is Predicting Otherwise. A Slowdown.

These charts seemed worth writing up.  Key is 10 year bond yield minus the 2 year bond yield.  Have a look.  That is some crash (especially that last leg down). Getting back to 2019 lows. Explainer.  This is a measure … Continue reading

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Ukraine – We’ve Set Putin’s Invasion Date For Him. Well Played?

The Ukraine situation is very odd.  The US and other allies have shared a tremendous amount of specific intelligence.  Leading up to setting a potential invasion date of Wednesday, February 16th (while the Olympics are still going on). If this … Continue reading

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