Author Archives: Mike

September Swoon

A couple years ago on one of my early morning flights, I felt like luck was on my side: I scored an empty couple of seats next to me, and was relaxing when the flight attendant asked me what would be my drink selection. Being nice and early, a nice steaming cup of joe, soundedContinue reading “September Swoon”

A Sector that Could Benefit from Inflation

Child Tax Credit day is here…and interestingly, those dollars may not go as far as they would have a couple months ago when this was first approved. Why? Inflation. ConAgra this week reported their quarterly numbers and their CEO Sean Connelly noted the following: “As the fourth quarter unfolded, input cost inflation accelerated and weContinue reading “A Sector that Could Benefit from Inflation”