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Long and Short of Consumer Price Index and Tariffs

August 17, 2025 — The short answer on tariffs and inflation through the Consumer Price Index (CPI) is that they were having little impact. The bottom line is that tariff inflation was marginal at best and you really have to dig to...

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Trump and F1 – Something in Common?

August 1, 2025 — My wife and I have become huge F1 (Formula One Racing) fans over the past 5 years. I love the fact that these drivers are on the edge and the difference between first and last can be less...

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Tariff Pressure is Showing

August 1, 2025 — The Fed’s favorite measure of inflation was released, and we saw it inch up. But once again, diving into the data to try and understand where tariff pressures were showing up and where they were still docile, revealed...

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