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A partial digest: American infrastructure spending is supposedly nearer at hand (or is it?), and US indices just keep climbing, which is just sketching…
Philip Valenta, MSF
A partial digest: Many markets did not fare well this past week, the DOW and gold in particular. Premature bets continued to be placed, which is to say…
Philip Valenta, MSF
A partial digest: Which market didn’t seem to care about the big bad “inflation” wolf? US Treasuries. Yields have been falling as if because of the…
Philip Valenta, MSF
A partial digest: All assets reacted to the jobs data at the end of the week and what it says about economic support and any recovery. The health of the…
Philip Valenta, MSF
A partial digest: Quick wrap for the week ending May 28: Yields finished slightly down after a volatile week. The DXY was flat. Oil rose. CALL: No…
Philip Valenta, MSF

May 2021

A partial digest: The crypto market imploded, then imploded again in spectacular fashion. At one point, more than $1 trillion market cap had vaporized…
Philip Valenta, MSF
A partial digest: There is a simple factor contributing majorly to the steep inflation number of 4.2% for the 12 months (UA) ending April 2021; oil…
Philip Valenta, MSF
A partial digest: The current US administration is entering a predicament phase, facing the conundrum of seeking to spend more without the comfort of…
Philip Valenta, MSF
A partial digest: Thursday was day 100 of the Biden-Harris administration. Meanwhile, another stimulus package is being floated. US GDP grew at an…
Philip Valenta, MSF

April 2021

A partial digest: Friday was day 94 of the Biden-Harris administration. There is a proposal to raise capital gains taxes a significant amount to the…
Philip Valenta, MSF
A partial digest: Friday was day 87 of the Biden-Harris administration. Russia shall be blocked. Inflation as measured by CPI went up, yields went down…
Philip Valenta, MSF
A partial digest: Friday was day 80 of the Biden-Harris administration. Among the executive orders is one to establish a presidential commission…
Philip Valenta, MSF
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