More Inflation Ahead

Check out the accompanying pdf and chart collection. (1) Serling vs Hitchcock. (2) Lots of head-spinning developments. (3) The 1920s vs the 1970s. (4) The Roaring 2020s vs The Great Inflation 2.0. (5) Subjective probabilities of 65/35, down from 70/30. (6) T-Fed vs the 5Ds. (7) Jamie Dimon’s warning. (8) A week of big wins for climate-change activists and OPEC+. (9) Rising risk of higher oil prices and weaker dollar. (10) California’s drought worsens. (11) So much cash and so many shortages. (12) Who is liquid and why? (13) Q1 was an amazingly good quarter for earnings. (14) Movie review: “Vertigo” (+ +).