Sitemap - 2022 - The Baerlocher Bearing

2022, a year in review and future prognostications

Money Supply, Margin Stats, and the Home Price Index

Merry Christmas

The Pre-Santa Rally Pep Talk

CPI slows, the Fed slows its pace

The PPI, shenanigans, and a update on RIG

A deeper look into Transocean

Unemployment, Savings Rates, and the PCE

Powell, inflation, and employment

Money supply, margin stats, yield curve

PPI surprise and Retail Sales beat

Iconic Investor Insight of the week

Inflation down?

Consumer Credit and Presidential babblings

Pavlov has trained their traders well

Whoops, they did it again

An update on the TRQ post

Turquoise Hill update

Earnings highlights and durable goods

Money Supply continues to sag

An iconic investor quote, a preview of the week ahead

Of Elections and Markets

Are you getting in the pool?

CPI stays hot, paves way for next Fed hike

PPI, FOMC, and CCJ

A deep dive into coal

Unemployment rate lowest since 1969

OPEC cuts, White House panics

The 4th quarter starts with a bang

A deeper dive into those PE firms

What did the Bank of England do yesterday

Is Powell's plan working?

Confronting my greatest enemy

Latest margin debt figures

FOMC Decision Day

Stock market bombs

Market speculators feel the bite of higher inflation

Saturday Special Edition

Silver, is the squeeze on?

Has oil gone crazy?

Bad news is once again good news

Incoming stimulus

More thoughts on EVs

Wild weekend wrap-up

Another day, another unconstitutional action by the administration

Another 0.0% for the administration

Money supply, moving at sloth speed

Fed ends forward guidance and replaces it

Housing stats look rough

A bounce in margin use

A War Update

Coking coal

Is inflation over?

Ed Seykota, Iconic Investor Insight of the week

My model portfolio

The Energy Thesis Part 2

The Energy Thesis

Michael Lewis Iconic Investor Insight of the week

My current portfolio holdings

Mission Accomplished?

Money Supply and the Yield Curve

What if there was a recession and no one called it that

Iconic Investor Insight of the week

What if there was an emergency and no one panicked

The Shipping Thesis

Housing Data and Margin Debt statistics

Iconic Investor Insight of the week

A Fed head says watch the data

A PPI shocker

Inflation hits 40 year highs

A bifurcation is going to take place

Iconic Investor Insight of the week

Employment, credit, and a double dip

JOLTs and Fed minutes

Iconic Investor Insight of the week

The "soft landing" talk just got crushed

Central Banking heads talk, economy balks

Insert shocked face here.

Iconic Investor Insight of the week

The pressure is intensifying

"Seemed like the right thing"

PPI stays hot

NY Fed inflation expectations and a check in on the bond market

The Meltdown Resumes

At the top, optimism is king

Can we dodge a recession?

"Winning on Wall Street"

That's no moon

Guess what day it is

Inflation is taking a bite out of the consumer

A history of bear markets

Is that the fat lady singing?

How do you do that?

Under Pressure

Soft landing incoming?

Did someone hit pause?

The CPI comes out this week

A Great Disturbance

EPIC meltdown in progress

The Fed's interest rate decision comes tomorrow

A storm is coming

Does anyone know the number for a good plumber?

Musk and the murder in commodities

Did you hear that sound?

Musk to buy TWTR?

More signs of higher inflation to come

Can you feel the heat?

"Repeat a lie often enough, it becomes the truth"

Farmers, can't live without them

Guess who's back

Jerome, call on line 1

The Fed is slapping bond traders

Russia, Icahn, and Bloomberg

Money Supply Report

Monday morning news highlights

Fed news, Putin speaks, and margin data

PPI, oil, and Joe vs Joe

Prices stay hot

Tit-for-tat doesn't work

You Ain't Seen Nothing Yet

Trading halted

To the moon?

Ukraine update

A quick note today

Markets move pretty fast

Crazy happenings and their impacts

Margin debt and a portfolio update

Wolf is cried once more

Russia backs down

War?

Is Jerry Maguire the St Louis Fed Pres?

Should we still be surprised by inflation data?

With Great Anticipation

Employment blowout and propane

Drawdowns

Welcome to jobs week

A big signal went off last week

Another hot inflation print as the Fed stays patient

Wait, what did he just say?

Learn this one simple trick to print money without even trying

Traders raising cash ahead of Fed meeting

More proof that the end is near

What the deflationists are missing

Retail sales stumble, treasury rates elevate, and inflation expectations hit 10-year highs

Hot PPI causes traders to push pause

ZIM gets name dropped on Bloomberg

Hot, hot, hot

Why the FOMC minutes are a lie

Expectations that show the state of the herd

Consumer credit blowout

Precious metals are under pressure

Housing, Uranium, and government protests

Jobs, Quits, and why are bank stocks so hot?

Resolutions and Predictions