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The growth in the US money supply is decelerating rapidly, which is problematic for the economy and capital markets. To be absolutely clear, the money supply itself is not shrinking – the rate of growth is. It is no secret that the...
This chart comes to us from a Bloomberg article citing their proprietary US sell-side stock analyst ratings which have not been more bullish since 2002 (their scale is 1 to 5 with 1 being equivalent to a “sell” recommendation and 5 a “buy”). On the..
Q2 of 2022 came to a close, ending a poor first half for US markets not seen since 1970. The difference this time may be there is little that would give reason to believe we will experience a second half rally like the market enjoyed in ’70. The...
Juneteenth There is so much brilliant historical and current writing on the significance of this day that we eagerly defer to the scholarship around it for the authoritative sociopolitical and historical view. Our business is of course investing...
We have a new CPI print today which sent markets into a week-ending nosedive. 8.6% for May puts inflation for consumers near where it was in 1981 before the Volcker Fed cranked rates to an eye-watering 17+%. For as painful as rate increases are...
What’s up with gas? Inflation is everywhere, but it is hard to normalize when we are having the breakfast table conversations about how much prices have climbed. Our shopping carts are different from each other’s and aren’t always consistent from...
April ended and May began with such volatility, testing then breaking support levels, that we decided to hold the newsletter to mid-month and watch a bit longer because the story was clearly only half-told. We use, as does most of Wall Street..
Ukraine and Russia have been driving the headlines, but as we have discussed regularly across 2022, it is not the whole global economic story. The sanctions regime rapped around Russia is not that consequential for economies and markets other...