CPI, Retailing & 2022

Check out the accompanying pdf and chart collection. (1) CPI jump mostly about, but not solely, a base effect. (2) Used cars and home-related goods get pricier. (3) Amazon and Tesla dragging down the Consumer Discretionary sector’s ytd returns. (4) Most other Consumer Discretionary industries are having a good year. (5) Taking a look at 2022 S&P 500 earnings. (6) Industrials, Consumer Discretionary, and Energy seen having fastest earnings growth next year. (7) Boom in Materials ends if analysts are right. (8) Looking at Elon Musk’s other companies. (9) Monkeys playing Pong telepathically. (10) Boring underground to relieve traffic.