The Tide Changes... And the Boats are Out to Sea...
The CPI number isn't the problem. It's the momentum in the banking sector.
Dear Fellow Reader:
I’m going to warn you.
You will wake up one day, and Republic Research will have changed.
There will be a different theme.
It will have the same attitude, images (not an alligator, though), and writing style/analysis.
But this move up north has created a different sense of life.
It’s a lot faster here.
It’s not fair to sit here and pretend that I’m sitting under a palm tree, writing from an outpost.
I’m 35 minutes from Washington D.C. Interstate-83 is an insane drive.
I’m not exactly on an island somewhere.
A publication should reflect its surroundings.
And - why not?
It’s not like the rules of the market or life will change—just the drapes.
Stay tuned…
Something’s Off
Again, the analysis won’t change.
That’s how we got out ahead of this weakness a week ago.
Now we know why our Equity Strength signal turned negative on February 3 and remained negative for over a week.
This morning’s January Consumer Price Index (CPI) report, the final CPI report for the Biden Administr…
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