The net percentage of fund managers who see higher inflation is at a record high going back to 1995.

According to a recent study there is a 12% chance a diversified investor lost to inflation in a 30 year period.

The jobless claims report was a disaster and consumer comfort plummeted.

The speculation in markets has gotten so bad that traders are very bored of the FAAMNG stocks.

Policymakers aren’t worried about inflation which is why it might be time to worry given the coming catalysts.

Commodities are set to be the big winners in this new cycle, while the dollar, growth stocks, and large caps are set to underperform.

My have things changed in the past couple months. Now some are betting on rate hikes by the end of 2022…

Temporary losses were up for the first time since the recovery started as they increased from 2.762 million to 3.039 million.

The recovery is going backwards, as the labor market is stalling out, with initial jobless claims rising sharply, yet small caps have gone parabolic.

20 out of 23 countries saw multiple expansion last year. America is the 2nd most expensive market.