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This Is How the Fed Causes Recessions

The Federal Reserve is raising interest rates. And Fed Chairman Jerome Powell has made it clear that he’s focused on fighting inflation… In mid-May, Powell said he would tackle the problem of rising inflation. And even “if that involves moving past broadly understood levels of neutral, we won’t hesitate to do that.” That’s Fed-speak for …

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Some ‘Basement Kids’ Are Portfolio Stars

Avalara (AVLR) intrigues me… You’ve probably never heard of the company. In short, it aims to be a leading global cloud-based, tax-compliance platform. And it went public in mid-2018 in pursuit of that dream. Sure, it sounds like a snooze. Thrill-seeking investors don’t seek out tax-compliance companies, after all. But for businesses that operate across …

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These ‘Basement-Dwelling Kids’ Can Ruin Your Returns

As parents, we spend many years handholding our children… After all, they’re not expected to know everything. And they’re not expected to do a whole heck of a lot either – at least, not at first. But we do all that with one important expectation in mind… Eventually, we expect our children to grow into …

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Two New Logistics ETFs Are Surprisingly Different

The government locked its own citizens in their apartments for nearly two months… At this point, we’ve all seen the news out of China. The country’s COVID-19 “zero tolerance” policy is nearly absolute. And it has angered almost everyone… Residents of China’s two largest cities, Beijing and Shanghai, were stuck inside their homes. And in …

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High Fuel Prices Won’t Stop Summer Travel

The nightmares are becoming more common… I’m a member of a Facebook group with about 1.2 million international female travelers. And in recent weeks, it’s clear that folks are having more trouble getting around… You see, every third post seems to involve some kind of travel horror story. Airlines are rescheduling flights left and right. …

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You Might Need to Burn Wood for Heat Soon

Editor’s note: The markets and our Chaikin Analytics offices will be closed Monday, May 30, for Memorial Day. Because of that, we won’t publish the Chaikin PowerFeed e-letter. Look for your next issue on Tuesday, May 31. Enjoy the holiday. Millions of Europeans are struggling to heat their homes right now… Take Henry Backhaus, for …

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