Inflation – What Are We Watching?
By: Phil Kernen Financial market news is full of [...]
Second-Order Effects
By: Phil Kernen Over the last four decades, one [...]
Why Are Natural Gas Prices So High?
By: Phil Kernen Natural Gas Gas prices at the [...]
A Curious State of Forecasting
By: Phil Kernen As globalization increased over the last [...]
Is Bitcoin Functionally Useless
By: Phil Kernen In September 2021, El Salvador became [...]
Nearshoring
By: Phil Kernen Over the last several decades, globalization [...]
Headwinds and Tailwinds
By: Phil Kernen What can we make of the [...]
Don’t Fear the Inversion
By: Phil Kernen Financial markets are full of indicators [...]
Productivity – It’s Growing Again
What will it take for companies to stand out to [...]
Why Supply Chains Matter to Earnings
Without a healthy supply chain to support the production [...]