Category Archives: Uncategorized

Tech Revenues In Context

#CKStrong Apple’s air pod revenues alone generated $23.05 billion in revenue during their 2020 financial year – this is more revenue than Twitter, Spotify and Square combined. It gives Netflix’s entire business a run for its money as well – … Continue reading

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“It’s Demand-Driven Not Supply Chain Driven Inflation”

#CKStrong Those are the words of Matthew Shay, the CEO of the world’s largest retail trade association on CNBC today (1:07 minutes in).   Does that sound familiar, folks?  Mr. Shay notes the consumer remains strong despite the recent inflation spike.  … Continue reading

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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

#CKStrong

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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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CK Has Left The Building!

#CKStrong After 345 consecutive days in the hospital, we are happy (and giddy) to announce that our Carol K (CK) has finally been released from the hospital! We want to thank everyone, and we mean everyone, across the world for … 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!

#CKStrong

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