07/27/2026
Tariffs and higher oil prices could make it harder for inflation to fall and keep pressure on interest rates.
This week, I also look at why bonds have delivered so little in 2026 and what Alphabet’s negative free cash flow may say about the growing cost of the AI boom.
We end with a discussion of the recent heat wave and our take that 40's are better than 90's.
Watch here:
Tariffs and higher oil prices may make it harder for inflation to f...