News The Fed’s Reverse Jinx Posted on August 31, 2023 By Matt The Fed wants inflation to drop to 2%. Fed Chairman Jerome Powell says that getting to that level will require below-trend GDP growth and softer labor market conditions. Did he just say recession without saying recession? On one hand, things would be so much easier for the Fed if the… Read more
News Site Update Posted on July 15, 2023 By Matt Goodbye Old Website I started this blog in May of 2015 mostly to test the difficulty level of making a website and blogging. Could I write blog posts every month? Every week? Did I have that much to say? It turns out that if you really want to, yes, you… Read more
News What Was the Media Worried About – July 2022 Posted on October 27, 2022October 24, 2022 By Matt Lots of speculation in July. Oil experts go out on a limb making price predictions. Political mayhem. Gopher conspiracy unmasked. Economy June inflation comes in at 9.1% vs 8.8% expected. Yikes. Nord Stream 1 shut for regular maintenance. Will it come back online? Yep. Back online. Euro/Dollar parity … Read more
News What was the Media Worried About – June 2022 Posted on October 24, 2022 By Matt Back to our regularly scheduled worrying. Spoiler alert, but this is our third straight month without animal-related mayhem. Markets AMAZON STOCK DROPS BY 95%!!! Ok, it was a 20 for 1 stock split, but the professional clickbait artists couldn’t help themselves on that one. Regulators are coming for ESG Meanwhile,… Read more
News What the Media was Worried About – May 2022 Posted on July 23, 2022July 20, 2022 By Matt I’m catching up. May had fewer headlines, but they were pretty huge. Page One Leak from the Supreme Court that they will overturn Roe vs Wade, making abortion a state issue, not federal. Economy/Markets Federal Reserve raises rates 0.75% (huge raise). Equity markets rally 3% on the day. Bank of… Read more
News What the Media was Worried About – April 2022 Posted on July 20, 2022 By Matt Looks like I fell behind in updating monthly crises. Expect a relative flurry of posting as I catch up. The world is ending, after all. April’s headlines were dominated by Ukraine and Elon. Ukraine Atrocities reported in Ukraine NATO strategy might not be to win, but to prolong the conflict… Read more
News What the Media Was Worried About – March 2022 Posted on May 5, 2022 By Matt The big stories for the month were Ukraine and inflation. There were several potential headline-grabbers relegated below the fold during the month. Let’s get to it. War Massive sanctions, asset freezes, and divestiture of Russian stocks. Germany meme: “So the world wants Germany to raise a huge army, march through… Read more
News What the Media Was Worried About – February 2022 Posted on March 23, 2022 By Matt What the Media Was Worried About – February 2022 The big story for February 2022 was the Russian invasion of Ukraine. The Russian buildup was loudly called out by US/NATO intelligence. The world saw it happening, warned Russia not to do it, but Russia eventually did it anyway. The Pandemic… Read more
News What the media was worried about – January 2022 Posted on February 25, 2022 By Matt I read something a couple years ago that went like this: “If you want to know how important the news is, read the headlines from two weeks ago.” I wanted to see how that rule of thumb really held up so I made a list of items the media was… Read more
4 Things I’m Watching Posted on October 25, 2021 By Matt My last post was one year ago. The topics dominating headlines have changed (other than the pandemic), but what hasn’t changed is uncertainty. The longer I’m in this business, the more I realize that uncertainty is always present. That is, it’s a present-tense issue. Uncertainty is misremembered in hindsight. Things… Read more