The Morning Call
3/9/22
The
Market
Technical
Tuesday in the
charts.
Currencies and commodities
in perspective.
http://scottgrannis.blogspot.com/2022/03/currencies-commodities-in-perspective.html
Watch the VIX.
https://www.zerohedge.com/the-market-ear/scared
Fundamental
Headlines
The
Economy
US
Weekly mortgage
applications rose 8.5% while purchase applications were up 8.6%
Month to date
retail chain store sales grew at approximately the same pace as in the prior
week.
January wholesale
inventories were up 0.8%, in line.
International
The final Q4
Japanese GDP growth was 1.1% versus consensus of +1.4%; Q4 capital expenditures
were up 0.3% versus +0.7%; Q4 private consumption was up 2.4% versus +2.7%.
February Chinese
CPI was +0.6% versus estimates of +0.3%.
Other
Recession?
https://econbrowser.com/archives/2022/03/recession-the-term-spread
The
Fed
The failure of Modern Monetary Theory.
https://www.zerohedge.com/economics/failure-mmt-now-evident
Why hike?
https://www.zerohedge.com/markets/why-hike-global-financial-conditions-are-tightest-over-three-years
Will they or won’t they?
https://www.zerohedge.com/markets/will-they-or-wont-they-fed-faux-pas-imminent
Geopolitics
Banning Russian oil is easier said than done.
The chance of global food shortages is a real
problem.
http://mrzepczynski.blogspot.com/2022/03/commodity-markets-in-world-war-more.html
The fallout from the Ukraine war.
Punch.
https://www.zerohedge.com/political/watch-live-biden-ban-russian-oil-imports-over-ukraine-war
Counterpunch.
News on Stocks in Our Portfolios
What
I am reading today
This
guy is the head of the Joint Chiefs of Staff whose job it is to protect the
country.
https://www.powerlineblog.com/archives/2022/03/the-madness-of-slow-joe-iran-edition-5.php
Dealing with
intangibles investments in the valuation process.
Visit Investing
for Survival’s website (http://investingforsurvival.com/home)
to learn more about our Investment Strategy, Prices Disciplines and Subscriber
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