The Morning Call
1/14/22
The
Market
Technical
Thursday in the
charts.
https://www.zerohedge.com/markets/bitcoin-breakevens-big-tech-breakdown-inflation-batters-bond-bears
It doesn’t have to
make sense.
https://allstarcharts.com/it-doesnt-have-to-make-sense/
Fundamental
Headlines
The
Economy
US
December retail sales
fell 1.9% versus estimates of being flat; ex autos, they were down 2.3% versus
+0.2%.
https://www.zerohedge.com/personal-finance/us-retail-sales-tumble-most-february-web-revenues-crash
International
The November EU
trade balance was -E1.5 billion versus consensus of +E11.5 billion.
The November UK trade
balance was +L.63 billion versus predictions of -L2.7 billion; November industrial
production was up 1.0% versus +0.2%; November GDP was +0.9% versus +0.4%.
The December
Chinese trade balance was $94.6 billion versus forecasts of $74.5 billion.
Other
For the optimists.
Inflation
Is the bond market wrong about inflation?
http://scottgrannis.blogspot.com/2022/01/the-bond-market-is-wrong-about-inflation.html
The
coronavirus
Is anyone ever going to take responsibility
for this mess?
https://brownstone.org/articles/is-anyone-going-to-accept-responsibility-for-this/
Bottom
line
As you know, my
entire investment strategy is built around the central theme of growing dividend
income. Here is some support for that thesis from the folks at Wisdom Tree.
https://www.wisdomtree.com/blog/2022-01-13/the-most-important-charts-for-2022
News on Stocks in Our Portfolios
What
I am reading today
‘Cage
free’ and other useless designations on eggs.
https://lifehacker.com/cage-free-is-basically-meaningless-and-other-lies-yo-1848308957
The hypocrisy of climate
change.
https://www.zerohedge.com/markets/yachts-be-exempt-eus-carbon-pricing-plan
Visit Investing
for Survival’s website (http://investingforsurvival.com/home)
to learn more about our Investment Strategy, Prices Disciplines and Subscriber
Service.
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