I always find this weekly article by Jeff Miller at Seeking Alpha well worth at least 10-15 minutes of my Sunday morning. I'm just drinking coffee and waiting for the sun to rise anyway. Todays headline is linked below.
Summary ° The economic calendar has several important reports featuring inflation and housing data. It is also the start of earnings season.
° Inflation has been tame, but are there signs of trouble? It is a key indicator for several big reasons: the Fed, recession odds, and market multiples.
° Inflation is widely misunderstood by the average investor. Thinking like an FOMC member can help you find a different perspective.
° Market valuations are higher, especially for the biggest stocks. Taking a look at emerging themes can help.
Is it Time to Worry About Inflation
