As the Fed goes wild over inflation (yesterday's story), is it aware that rents are slowing, used car prices are falling, commodities are in a bear market, supply bottlenecks are easing sharply, wage rates are settling down, and freight rates are tumbling?
#RosenbergResearch
Increasingly becoming convinced that now is a great time to tackle a meaningful problem with 2-3 people, raise $500k - $1.5M at a fair valuation, and do some heads down building. Seed funds are open for business, talent is looking for work, and no shortage of problems to solve.
Some nifty math. When you strip out of the CPI all the items that are linked to energy (air fares, moving/freight, rental cars, delivery services, new and used vehicles), the core was +0.36% and the YoY steadied near 4%. The truth beneath the veneer.
#RosenbergResearch