Comments on: Market Analysis, Inflation, & the “RP Vacation’ Indicator

By: Pbathula

Pbathula — Thu, 18 May 2023 13:15:33 +0000

“RP Vacation’ Indicator failed

By: Pbathula

Pbathula — Thu, 18 May 2023 13:15:01 +0000

no RP factor

By: trade0039

trade0039 — Wed, 10 May 2023 13:15:34 +0000

In reply to Jeff Vandenburgh. I think you should start your own domain. It seems you are making the call right more than Randy so far!

By: Jeff Vandenburgh

Jeff Vandenburgh — Wed, 10 May 2023 12:52:08 +0000

In reply to Jeff Vandenburgh. Expect IWM to get up around 3.5% today. Buy the stuff that hasn't run yet.

By: Jeff Vandenburgh

Jeff Vandenburgh — Wed, 10 May 2023 12:45:45 +0000

CPI in the 4s. Markets are ripping. Don’t want to jump into shorts on this move. If anything, this is a buy.

By: trade0039

trade0039 — Wed, 10 May 2023 12:45:06 +0000

BEARS are always butchered in every events either its earnings or FED events!

By: B-Right

B-Right — Tue, 09 May 2023 22:20:44 +0000

Thanks Randy. Have a nice vacation and hopefully the market turn comes in and we establish this new vacation indicator :)

By: Scott

Scott — Tue, 09 May 2023 21:37:52 +0000

DJP is good for headline CPI / PCE but is not good for Core CPI / Core CPE which is largely real estate and services (aka sticky inflation). Look at the YoY charts of both. One looks like DJP, the other does not. The Fed only cares about Core.

https://www.investing.com/economic-calendar/cpi-733

https://www.investing.com/economic-calendar/core-cpi-736