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”
Tag Archives: Economic Recovery
Markets Love a Flight Plan
Today, we are roughly 2 weeks out from the 2020 election. Like most of you, I am sick of the ads and constant coverage and yearn for not having to view political ads every 10 minutes… Over the past couple of weeks, folks have wondered what my thoughts were on the election and how itContinue reading “Markets Love a Flight Plan”
The Final Puzzle
As I alluded to last week, I wanted to go down the rabbit hole that is on everyone’s mind in terms of the economy: What does a recovery look like? More than likely, you have probably heard references of V, W, U, or L shaped recoveries on news programs over the past couple of months.Continue reading “The Final Puzzle”
A Tale of Two Charts
Several weeks ago in my post, I wrote about how during the Global Financial Crisis of ‘08-‘09, investor’s risk appetite was almost 5 months behind the actual bottoming of the stock market. Fast Forward to 2020, and the chart clearly illustrates a different scenario: What’s interesting to note is that the VIX (the fear gauge)Continue reading “A Tale of Two Charts”
Financial Recon 