Here are some things I think I am thinking about. 1) The WalMart Warning. Markets fell over -1.5% on Friday as global PMIs disappointed on the downside and WalMart warned about their earnings for the year. How worrisome is this? I think Chris Williams of S&P| Discipline Funds
Here are some things I think I am thinking about: 1) Inflation STILL Isn't Scary. In the wake of Wednesday's CPI report there were all sorts of scary narratives about how inflation is raging and we're on the verge of a big second wave of inflation.| Discipline Funds
So. Tariff Man is back and apparently more serious than ever. At least for now. Let's talk about the good, the bad and the ugly. I hope this doesn't sound political, but that's probably unavoidable. So if you have hate mail please send it to Jerome Powell at jpow@moneyprinter.net. He had nothing to| Discipline Funds
Here are some things I think I am thinking about: 1) The Lifetime of Stocks is...Shrinking. I loved this chart from Bank of America which shows the average lifespan of companies in the S&P 500| Discipline Funds
