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Could Inflation Be Sticky?

Posted on January 11, 2023January 12, 2023 by danemay

As we make our way into 2023, likely with peak inflation behind us, it is important to look at where it will ultimately stabilize. Currently, inflation is decelerating and in the process of normalizing but we must ask what is the new normal? Will we make it back to the Federal Reserve’s target of 2%?…

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Safe Assets No Longer Safe?

Posted on October 10, 2022October 10, 2022 by danemay

2022 has been an extremely volatile year across all asset classes. Whether it was Stocks, Bonds, Currencies, or Crypto you have likely seen headlines throughout the year containing words such as “Unprecedented”, “Largest Ever”, and “Not seen in XX years”. While some of these headlines are just clickbait, we have had a very rare occurrence…

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Stagflation On The Horizon?

Posted on July 12, 2022July 13, 2022 by danemay

You’ve likely been seeing the word Stagflation pop up across your TV, computer screen or phone but what does it really mean in regards to inflation, growth and employment? First let’s define it – Stagflation is where an economy is experiencing a simultaneous increase in inflation and a stagnation of economic output. In simple terms,…

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Globalization Under Attack?

Posted on April 12, 2022April 13, 2022 by danemay

First off – what is globalization? It is defined as the process that moves businesses, organizations, workers, technology, products, ideas and inflation beyond national borders. We have all benefited from globalization through access to cheaper goods and services, cultural awareness and the transfer of information and technology. Many would argue on net it makes the…

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How Much Can They Tighten?

Posted on January 14, 2022January 14, 2022 by danemay

Back in October 2020 I wrote about how the Federal Reserve’s (Fed) loose monetary policy was injecting a large amount of liquidity into the system, pushing investors out on the risk curve and increasing asset prices. Now, for the first time in a long time, due to inflationary pressures and what appears to be a…

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Inflation Woes

Posted on October 12, 2021October 12, 2021 by danemay

Inflation is one of the biggest conversations happening on the street right now so let’s dive in to get the current state of affairs. Questions we want to address: What is the cause? What does the Federal Reserve mean by inflation being transitory? What can they do if it does not prove to be transitory?…

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Consumer Sugar High?

Posted on July 14, 2021 by danemay

Not long after COVID landed in the U.S. our government has doled out an unprecedented amount of pandemic relief directly to consumers. One-time stimulus payments, enhanced unemployment benefits, mortgage forbearance, student loan suspensions and other programs have enabled consumers to come out of this global recession with extremely strong balance sheets. This led us to…

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Inflation Incoming?

Posted on April 12, 2021 by danemay

This Sunday Federal Reserve Chairman, Jerome Powell, was on CBS News 60 Minutes re-affirming his position on consumer inflation. Last summer the Fed announced a plan which will allow the economy to run hotter than normal. They stated they will let inflation run moderately above, for some time, the Fed’s 2% target before hiking interest…

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Driverless? Really? When?!

Posted on January 21, 2021 by danemay

It is impossible to ignore the exuberance taking place in autonomous vehicle companies. Share prices going parabolic alongside an influx of confusion around self-driving technology. It is time we take a look at where we currently stand in regards to the driverless vehicle Tech experts have classified self-driving technology into five levels. Level 0 –…

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Welcome to Zombie-Town

Posted on October 23, 2020 by danemay

With Halloween right around the corner there is no better topic to discuss than the Zombification of the U.S. Financial Markets. So far 2020 has proved to empower even the most decrepit, decaying and hungry (for debt) Zombies. Let’s first nail down what a Zombie is. In it’s simplest form – a Zombie is a…

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Dane May


@danemay
I forecast what is happening next in the markets at Mitchell Anthony Capital Management I blog here about my thoughts on all topics but mostly tech! More about Me.

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FedGuy12Joseph Wang@FedGuy12·
13 Mar

Treasury decided to bail them out. The new facility provides cheap and under secured loans - the exact opposite of good central banking.

A bank can take collateral trading at $0.90 and borrow a $1 from the facility at below market rates.

Why even have bank regs at all?

Twitter 1635094281198407681
danemayDane May@danemay·
24 Sep 2020

Great overview of what is going on with the potential SCOTUS replacement and how it may shape voter decisions. http://thelongstoryshortblog.com/passing-of-ruth-bader-ginsburg-key-takeaways/

Twitter 1309215998373888001
Retweet on TwitterDane May Retweeted
WeAreMACMMitchell Anthony Capital Management@WeAreMACM·
17 Sep 2020

In todays Instagram post we look at the key takeaways from yesterdays FOMC meeting and what this means moving forward.
https://www.instagram.com/p/CFQGOpGDdo5/

Twitter 1306696416408956928
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