Author Archives: macromon

CPI Inflation’s Big Problem: Housing

#CKStrong Updated:  Post-CPI release @ 9:12 pm PT,  May 11, 2022  But the Fed seems to be learning lessons from its 2021 experience. – NY Times The Fed is under a lot of heat for letting inflation get out of … Continue reading

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The Great Reshoring Of Chip Manufacturing

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How You Know When The Fed Has Lost Control

#CkStrong When your fave local coffee house has eliminated the 15 percent gratuity option on Square. That is today relative to a fortnight ago, folks. Racking my brain to find the Gruatity supply chain disruption here. Anyone? Classic case of … Continue reading

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QOTD: “Hair Raising” Monetary Policy Failure

#CKStrong America’s Federal Reserve has suffered a hair-raising loss of control.  – Economist

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Imagining A Treasury Market Without Central Banks

#CKStong Imagining A Treasury Market Without Central Banks In their discussion, all [FOMC] participants agreed that elevated inflation and tight labor market conditions warranted commencement of balance sheet runoff at a coming meeting, with a faster pace of decline in … Continue reading

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‘Toon of the Day: This FED Inflation

#CKStrong Lack of spine drove inflation to nine.

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Bang, Zoom…To The Moon, Apple!

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Masters Week: Jack and German POWs (BFTP)

#CKStrong BFTP: Blast From The Past Go Tiger! What a story! Nike pays tribute to Tiger Woods, featuring @ScHoolboyQ ⛳️pic.twitter.com/jrSGsQJmbG — Front Office Sports (@FOS) April 7, 2022 Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: … Continue reading

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Why Global Supply Chains May Never Be The Same

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COTD: Money Illusion & The Regressive Inflation Tax

#CKStrong Money illusion is an economic theory positing that people have a tendency to view their wealth and income in nominal dollar terms, rather than in real terms. In other words, it is assumed that people do not take into account the level of inflation in an economy, wrongly believing … Continue reading

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