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Inflation • 3 min read Super Macro. Not So Super Micro. Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
Consumer Confidence • 3 min read When American Consumers Are Depressed, They Go Shopping Consumer confidence has been relatively depressed for the past couple of years according to the Consumer Confidence Index (CCI) and…
Stock Market • 3 min read No News Is Good News Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz…
