The Baerlocher Bearing

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Better late than..

FOMC cuts, stocks dump, and margin debt pops

Janet Yellen's parting gift

Employment, Statistics, and Fed Fund Futures

M2 Money Supply rejoins the party

Leave no deprecated stone unturned

Broken records and broken windows

Employment, wages, and revisions

Money supply continues expansion

Anatomy of a bull market

Don't call it a comeback

Liquidity is alive and well

The whipsaw continues

Bracing for change

Money Supply surges

Its time to pivot

Significant changes at Avance Gas

PPI, CPI, and claims, oh my.

Manic Monday followed by turnaround Tuesday

The state of the job market

Don't fight the Fed

The economic impact of changing fiscal policy

Inflation and Powell's congressional testimony

The state of the money supply

The weirdest thing on Wall Street

The interest rate decision

ECB cuts, US 10Y yield drops

Money supply and Margin debt update

Could interest rates rise from here?

"Get out the mustard and the rye bread"

Peter and the perpetually higher interest rate

Powell, Earnings, and a Portfolio update

It's alive? It's alive!

Round 2 is coming

To recess or not recess, that is the question

PCE and productivity

An update on my favorite reptile

Portfolio Update

The madness of March has begun

Jerome "steady as she goes" Powell

A brief note on EcoPetrol

Money Supply, Yield Curve, and earnings

True diversification

An "inflated" mistake

Dueling interviews

For those who celebrate, happy FOMC day

Back to the future, part 2

Welcome to the crazy

© 2025 Alan Baerlocher
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