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What I Care About This Week | 2026 Aug 24

Inflation, jobs, and gold are telling the story of stagflation.

by Franklin J. Parker August 24, 2026August 24, 2026

Stagflation is now our baseline scenario, investors want to see revenue from AI spending, and chip-makers report this week.

by Franklin J. Parker August 3, 2026August 3, 2026

The most consquential week of this quarter: the Fed announces rates, four of the “Mag 7” report earnings, and oil continues to whipsaw.

by Franklin J. Parker July 27, 2026July 27, 2026