Buying Good Things Vs. Buying Things Well
QUOTE “Investing is not about buying good things, but about buying things well – and if you don’t understand the difference, you shouldn’t be an investor.” –Howard Marks Clearly, many operating in...
QUOTE “Investing is not about buying good things, but about buying things well – and if you don’t understand the difference, you shouldn’t be an investor.” –Howard Marks Clearly, many operating in...
Inflation expectations are rising, driven by tariff concerns and impacting consumer sentiment. US job growth was lower than expected, adding to market concerns. Key events for the week ahead include...
Do you believe the economy is heading towards inflation? Well, the price will argue with that opinion. Looking at my own trifecta of inflation barometers The dollar would weaken The silver...
Our main macro thesis for the first half of 2025 is that another disinflationary wave will hit the US. We expect core PCE to annualize at or below 2% in H1 2025. Our Leading Inflation Indicator...
All money is lent into existence. The Federal Reserve or the government does not print money. Those two facts are vital to understanding our lead question: where does money come from? Furthermore,...
I want to expand a bit on market liquidity and why modeling it is so crucial to the economy, inflation, and money management. Liquidity is the progenitor of Pento Portfolio Strategies’ Inflation...
Markets had an interesting end to the week with a mixed bag of jobs data leaving a lot to be desired. However, in 2025 Fridays have proven anything but disappointing thus far, and this week did not...
Investors have had to deal with the recent stock market volatility that has come along with President Trump's latest round of tariffs. While these are leaving a lot of uncertainty across the economy...
BigBearai Holdings Inc (NYSE:BBAI) provides artificial intelligence (AI)-powered decision-intelligence solutions. On February 5, 2025, its stock price climbed to a 52-week high. This coincides with a...
US consumer and producer prices are the main focal point. UK economic output data is to be watched too. But Trump and tariff headlines might be a bigger market driver. Trump rattles markets with...