D. H. Taylor

Employment: Worse Than You Think

The unemployment rate looks good, but it's masking a major concern that will show up in economic data soon.

Jul 9 • D. H. Taylor

3

1

June 2026

Stagflation Is Here: Increasing Inflation & Decreasing Growth

Price pressures continue higher while key economic growth indicators are now negative—the Fed will be forced to increase interest rates—the stock market…

Jun 29 • D. H. Taylor

1

2

How AI Buildout & Tariffs Are The Cause Of Inflation - Not Oil—yet!

AI and tariffs are the real cause of inflation. Oil will add even more, and here is what to watch.

Jun 24 • D. H. Taylor

1

1

Google Sold Its Stock At The Top... Did You?

Google sold some $80B of its own stock, which may be a tell of where the AI craze is. It may also be time to reevaluate.

Jun 10 • D. H. Taylor

3

2

There is no deal with Iran: The Markets Will Punish

Bond markets pushed Trump to declare a deal done. Iran has no incentive to make a deal. Oil markets and the bond market will punish for this

Jun 3 • D. H. Taylor

24

4

May 2026

Bond Rout: Watch For Big Moves

The bond market has awoken to further inflation concerns, and bonds sold off sharply Friday—albeit a delayed reaction to recent news. Stocks followed…

May 22 • D. H. Taylor

5

1

1

Don't Believe the Employment Data

Headline numbers show steady unemployment numbers, but the headlines need a deeper dive to see the true story

May 14 • D. H. Taylor

5

Wall Of Inflation Is Coming

Price pressures are mounting, and then there will be increases from the oil shocks that have yet to work their way in: get ready for money supply…

May 6 • D. H. Taylor

6

1

April 2026

Short Squeeze

The stock market soared over the past two weeks on potential ending of the war—this is more likely short squeezing, and this week may see a reversal

Apr 21 • D. H. Taylor

3

1

Trump Lost - Buy Crypto

Iran has an outsized upper hand in the war, and with the new blockade, this could backfire spectacularly. Iran's choice of using crypto for payment…

Apr 15 • D. H. Taylor

1

Expect More Big Stock Market Moves

What happens next with the stock market really depends on whether cooler heads will prevail, or more buildup occurs.

Apr 2 • D. H. Taylor

2

2

March 2026

Oil Price Increases & Its Economic And Stock Market Effects

Continued damage to oil production, along with cutting off the supply of oil through Hormuz will have long-lasting and devastating economic effects—I'm…

Mar 23 • D. H. Taylor

3

1