You Can't Drive By Rear View Mirror

Why recession is the next big fear and inflation is the least of our worries.

Everyone "sharp" in my feeds has been calling for this to be the commodity decade. But what if we are already at the height of the commodity cycle? What if things are going to cool off from here, and inflation is going to come down?

The Market's Reaction to CPI

I'm calling it—the market's brief freakout over CPI is over. Since the CPI data came out, I've …