Mish Shedlock | TalkMarkets | Page 1
Investment Advisor Representative - Sitka Pacific Capital Management
Mike Mish Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Visit Sitka Pacifics Investment Management Page to learn more ...more

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A Big Deflationary Push From China But Will Biden Or Trump Allow That?
China keeps returning to a well that has run dry, using exports as a means for growth. China is about to hit a brick wall, with global consequences.
When Should You Collect Social Security? Other Retirement Decisions?
JP Morgan has a comprehensive guide on planning for retirement, investments, Roth IRA, and when to collect Social Security. You cannot start too young to think about these ideas.
People Who Rent Will Decide The 2024 Presidential Election
Immigration won’t decide the election. Polls have not yet captured what will. This may come as a surprise, but the top issue housing. More explicitly, it’s shelter costs.
Truflation Claims Inflation Is 2.06 Percent, Anyone Believe That?
Would you believe believe year-over year inflation is barely over two percent? That’s the Truflation claim as of April 17, 2024.
How Many Interest Rate Cuts Will The Fed Do Before The Election?
Let’s go over the rate cut possibilities and the market expectations. Importantly, who is to blame for wildly wrong rate cut projections?
Auto And Home, Insurance & Maintenance Costs Soaring And People Are Angry
Insurance, repairs, and maintenance costs are up for both homes and autos. Some homeowners are skipping home insurance. What’s going on?
Existing Home Sales Sink 4.3 Percent, Expect More Weakness
Existing home sales resumed their slide in March after two-month rally to start the year.
Philly Fed Manufacturing Index Unexpectedly Jumps To Highest Level In 2 Years
The Bloomberg Econoday consensus for the Philly Fed index was 0, a decline of 3.2 points. Instead, the index jumped to 15.5.
Economists Believe Biden Would Be Better For The Economy
The Wall Street Journal asked 69 economists what they thought about the economy. Let’s check out the results.
When Will Housing Units Under Construction Impact The Price Of Rent?
The number of housing units under construction topped 1.4 million in August of 2022 and has been there ever since.
Industrial Production Peaked 18 Months Ago, Where’s The Recession?
When Industrial Production Peaks, recession soon follows. The only exceptions were the lengthy lead time ahead of the Covid recession, and now.
Housing Starts Plunge 14.7 Percent, Multi-Family Very Weak For A Year
Housing starts plunged in March, but for the past year, it’s really a tale of two markets, single-family vs multi-family.
A Gold Smackdown Reversal On Friday, Rebound Today, What’s Going On?
Gold is best viewed as a hedge against declining faith in central banks.
Elon Musk Fires 10 Percent Of Tesla Workforce, Prepares For “Next Phase Of Growth”
In preparation for more growth, Musk issued a memo announcing a workforce cut of 10 percent and two top Tesla executives resign.
Retail Sales Surge With Upward Revisions, What’s Hot And What’s Not?
Consumers went on a huge buying spree in March with upward revisions to February. Online sales surged 2.7 percent.
It’s Been A Bloody Month For Bond Market Bulls
If you are a bond market bull, it’s been a tough month. Let’s review what happened, why, and what’s ahead.
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