As predicted PPI was hot, CPI will be hotter
The PPI number came in hot. I expect the CPI number tomorrow, Thursday, to come in blazing hot. I keep looking for asymmetrical ways to express this view. In other words, limited downside,…
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Please note that “The insomniac hedge fund guy” is a moniker Harvey Sax, the portfolio manager for The Insiders Fund has used from time to time on email, blog, and social media posts. While Mr. Sax is the portfolio manager of The Insiders Fund, these posts are not communications from, nor endorsed by, Alpha Wealth Funds, LLC or any of its managed funds. References to Alpha Wealth Funds or its affiliates are for identification only and do not imply sponsorship or approval.