Commentary | Pento Portfolio Strategies LLC

Elections, Inflation, and the Bond Market

by pentoport | Nov 22, 2024 | Commentary

November 22, 2024 The Federal Reserve believes inflation is no longer a concern for consumers and the time has come to ensure the rate of change of prices does not decline any further. To this point, Susan Collins, the Boston Federal Reserve President, said recently...

Feet on the Steering Wheel, Eyes on the Rearview Windshield

by pentoport | Nov 15, 2024 | Commentary

November 15, 2024 Fiscal and monetary policy changes are what drive the data behind the 20 components in my IDEC Model. The election of DJT will most likely provide for significant fiscal and maybe even monetary policy changes. The political winds are behind lower...

Bond Market Wild Card

by pentoport | Oct 2, 2024 | Commentary

October 1st 2024 So, the Fed has pivoted once again. Jerome Powell has done so many twists that Chubby Checker would be envious. Or better said, the Fed has panicked and now realized it is again offside on its inflation target. Hence, Powell feels compelled to move...

Fed Performs CPR on a Cadaver

by pentoport | Sep 20, 2024 | Commentary

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Recession Now or Stagflation Forever

by pentoport | Sep 13, 2024 | Commentary

September 13, 2024 The labor market is clearly weakening. But in reality, this is what needs to happen. Short-term pain is needed to reconcile the great imbalances created by decades of free money. The alternative is intractable inflation that renders the middle class...

Powell’s Rate Cuts Won’t Be a Panacea

by pentoport | Aug 30, 2024 | Commentary

August 30, 2024 While the long-anticipated recession still lies ahead of us, the fact remains that the US economy is anemic and getting weaker. Therefore, it is imperative to be aware of the reasons why those predicting any sort of economic rebound should be extremely...

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