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The Inflation Trader  

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  • The Answer Is No
    Thu, Feb. 19 RINF, INFL, UINF 7 Comments
  • Downside For Stocks, But Also For Fed Expectations
    Fri, Feb. 13 SPY, QQQ, DIA 15 Comments
  • Winter Is Coming
    Wed, Feb. 11 SPY, GREK, RINF 3 Comments
  • Pre-Packaged Baloney
    Thu, Jan. 29 RINF, INFL, UINF 12 Comments
  • Money, Commodities, Balls, And How Much Deflation Is Enough?
    Fri, Jan. 23 GLD, USO, DBC 12 Comments
  • Swiss Jeez
    Thu, Jan. 22 FXE, EUO, FXF 7 Comments
  • Summary (And Extension!) Of My Post-CPI Tweets
    Fri, Jan. 16 DIA, IWM, SPY 11 Comments
  • Little Update On Commodity Re-Thunk
    Wed, Jan. 14 DBC, USCI, RGRC 1 Comment
  • Commodities Re-Thunk
    Wed, Jan. 14 DBC, USCI, RGRC 3 Comments
  • Call Off The Deflation Warning
    Wed, Jan. 7 CPI, SCHP, SPY 21 Comments
  • Summary Of My Post-CPI Thoughts
    Dec. 17, 2014 SPY, DIA, QQQ 12 Comments
  • A Busy Quarter - But Why?
    Dec. 12, 2014 SPY, DIA, QQQ 4 Comments
  • Growth-Sapping Effect Of The Minimum Wage
    Dec. 10, 2014 77 Comments
  • Summary Of My Post-CPI Comments
    Nov. 20, 2014 CPI, SPY 14 Comments
  • Dollar Rally Does Not Demand Deflation - Duh
    Nov. 6, 2014 UUP, UDN, SPY 10 Comments
  • Summary Of My Post-CPI Thoughts
    Oct. 23, 2014 IPE, SCHP, USDU 3 Comments
  • Seasonal Allergies
    Oct. 15, 2014 TIP, VTIP, SCHP 2 Comments
  • What Risk-Parity Paring Could Mean For Equities
    Oct. 10, 2014 VXX 13 Comments
  • Why So Many Inflation Market Haters All Of A Sudden?
    Sep. 26, 2014 TIP, SPY, DIA 9 Comments
  • Ugly CPI
    Sep. 17, 2014 RINF, INFL, UINF 29 Comments
  • Enter The Draghi
    Sep. 4, 2014 FXE, UUP, FXY 9 Comments
  • Back To School
    Sep. 4, 2014 SPY, DIA, QQQ 11 Comments
  • When In Doubt, Add A Parameter
    Aug. 15, 2014 4 Comments
  • Fed Gearing Up To Stand Down
    Jul. 31, 2014 17 Comments
  • Setting Up For A CPI Surprise?
    Jul. 22, 2014 10 Comments
  • Plight Of The Fed Model
    Jul. 8, 2014 SPY, DIA, QQQ 12 Comments
  • Dog Bites Man: Markets Still Not Making Sense
    Jul. 8, 2014 SPY, DIA, QQQ 11 Comments
  • Awareness Of Inflation, But No Fear Yet
    Jun. 24, 2014 SPY, DIA, QQQ 7 Comments
  • The Fed's 'Own Goal'
    Jun. 18, 2014 DIA, SPY, QQQ 117 Comments
  • Core And Median CPI Converging
    Jun. 17, 2014 CPI, SPY 8 Comments
  • Summary Of My Post-CPI Comments
    Jun. 17, 2014 CPI, SPY 14 Comments
  • The Dollar And Commodities - Just Friends
    Jun. 12, 2014 UUP, DBC, UDN 4 Comments