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Market-driven tools for asset allocation and strategic investment
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The Markets Message
"Short-term inflation comes in two flavors, one tied to the price of gold, the other to the price of crude oil. The oil-price plunge in late 2022 is likely to mitigate the scourge of inflation on stocks and bonds."
Tactical Asset Selector – 2/23
~ R. David Ranson, President
and Director of Research
HCWE & Co.
Special Event:
An online presentation by David Ranson:
"Why It's So Hard to Stop Inflation"
Presented to the CFA Society of Switzerland, February 9, 2023
[Play Webcast]     [View PDF]

Publication Highlights as of March 1, 2023

Market-Driven Tools for Asset Allocation  Tactical Asset Selector
Exploring the common factor in stock and bond health
Short-term inflation comes in two flavors, one tied to the price of gold, the other to the price of crude oil. The oil-price plunge in late 2022 is likely to mitigate the scourge of inflation on stocks and bonds.
Market-Driven Tools for Asset Allocation  Economic and Investment Observations
Inflation: Too soon to say goodbye
The decline of inflation in recent months is transitory and has nothing to do with the Fed. It has everything to do with the price of oil.
Market-Driven Tools for Asset Allocation  Fixed-Income Barometer
"Market forecasts" for the coming twelve months as of April 1, 2023
Market-Driven Tools for Asset Allocation  Sector Watch
"Market forecasts" for the coming twelve months as of April 1, 2023

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HCWE In the News

Wainwright in the news
bullet New! Norm Reversion for Oil Indicates Less-Than-Transitory Inflation, Opinion, Real Clear Markets, 3/6/2023 Read
bullet New! The Fed's Dim Chances - Podcast, The Independent Research Forum, 1/30/2023 [Play]
bullet Will Federal Reserve Rate Hikes Pull Down Inflation?, S. Constable, Forbes.com, 12/27/2022 Read
bullet Recession Still Nowhere To Be Seen, S. Constable, Forbes.com, 12/19/2022 Read
bullet Inflation Is About the Quality of Money, Not Quantity, David Ranson, Barron's - Economy & Policy, 11/25/22 Read
bullet Explaining, Diagnosing, Predicting and Curbing Inflation, CFA Stamford Webinar, 9/8/2022 - key: $b1Dt!.d Watch
bullet Interview Josh Jalinski, The Financial Quarterback, WABC 10/2/2021 Listen
bullet Expect Inflation To Surge In Japan, But Fall In The UK, S. Constable, Forbes.com, 7/30/2021 Read
bullet Interview with Charles Heller, Podcast, Liberty Watch Radio, KVOI, Tucson 4/4/2021 Listen

[more]