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The key ingredient for lower prices is lower prices for key ingredients

Stocks posted a solid day of gains after languishing in the earlier part of the session. Producer prices came in hot and Roaring Kitty goosed the small cap index with a meme. Peter piper picked a peck. Yesterday afternoon I had the privilege of spending some time with an owner of a large food importer…

A Quick Primer on Corporate Social Responsibility (CSR)-Driven Investments

In 2008, researcher Alexander Dahlsrud examined 37 different definitions of Corporate Social Responsibility (CSR)1 . That was 15 years ago, and you probably may not be surprised to learn that there is still not 1 overarching, accepted definition. Of Dahlsrud’s 37 definitions, one of my favorites is “CSR is the voluntary assumption by companies of…

As the kitty roars

Stocks had a mixed close yesterday as investors awaited, on seat edge, for today’s and tomorrow’s big inflation numbers. A number which not too many people watch, the NY Fed’s 1-year Inflation Expectations, showed that folks have raised their expectations about inflation over the next year – not what the Fed wants to hear. In…

The obviously not-so-obvious impact of elections on the markets

Stocks had a mixed close as confused investors buckled down before the weekend, turning their sites on the Aurora Borealis and inflation data, coming up this week. According to the University of Michigan Sentiment survey, consumers are getting anxious about the economy, and they are upping their expectations for inflation – a worst case scenario…

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