Bundling Up On July 17 we wrote a blog post titled running-out-of-energy . In there, we discussed the brewing energy crisis in Europe. Then, we said we suspect the energy crisis will become front and center in … read more Europe Bundles Up
Sticking the Landing Ok, so the world’s central banks did the hard part and raised rates at the fastest pace in decades. So why are we still reading about persistent inflation? Rate hikes typically work … read more Leads and Lags
Do Deficits Matter? Here at Wanderer, we pay attention to interest rates and their trajectory. So, it’s not a secret to us that rates are rising, and money is becoming more scarce. So far, we’ve … read more The Doom Loop
Sept 21, 2022, Fed Meeting This afternoon at two, the Federal Reserve will announce their latest interest rate decision and will follow that with a press conference at 2:30. These events are notorious for causing … read more Fed Meeting Update
Almost Winter On July 17 we wrote a blog post titled running-out-of-energy . In there, we discussed the brewing energy crisis in Europe. Then, we said we suspect the energy crisis will become front and center in … read more An Energy Update
Fearing the Worst When Russia invaded Ukraine earlier this year, the whole world understandably panicked. Predictions of mass starvation were bandied about, and with some reason. A total of 345 million people are in danger … read more Supply Shock—Is the Worst Over?
Stocks can go up, down, and up and down. At any given moment, the price can rise or fall for a host of factors. A financial whale could be making a large purchase that could … read more Stacking the Deck
A Cold Shower As a kid, I grew up in a miner’s household. That typically meant feast or famine, depending on the economy. When the economy was humming along, my dad had as much work … read more Running out of Energy
Inflation—What’s Next? Inflation! Now there is a word that faded from economic memory for the past few decades. Most of us have little to no experience with how to operate in an inflationary environment. Although … read more Inflation—A Closer Look
Inflation Adjusted Housing Occasionally, when I visit my father-in-law I get into “converstations” about the state of the world, as tends to happen when people of two different generations come together. Unlike many people, we … read more Housing Prices