Monthly Archives: June 2021

The GOAT Dishing On Inflation

PTJ, the Greatest Of All-Time (GOAT) in my book. I have few regrets in life but one is not hitting his bid when I was being pursued by his hedge fund years ago. The California beach was just too comfy … Continue reading

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Feels Like 1977: Inflation Too High, Money Too Loose

This post is a short follow-up to our inflation piece from last night, Inflation In Context: A Liquidity Adjusted CPI Index, which was a bit too wonky, and we don’t think we were clear in making our points. Again, we are … Continue reading

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Inflation In Context: A Liquidity Adjusted CPI Index

First, folks, please send your prayers, thoughts, good feelings, positive energy, miracles, healing touch, whatever you got, and whatever it takes to GMM’s beloved Carol K., who keeps battling, never giving up against a serious disease in Boston at one, … Continue reading

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AI At It’s Best

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Share Of Worldwide Semiconductor Market By Type

Great chart from Custer Custer Group on share of semiconductor types that make up the global market in 2021. Source:  Business Outlook  

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