The Santa Claus Rally

On this week's episode Tom, Jacob, and Carissa talk about Kroger's call on food inflation, Blackstone's 7% down day, the what and why of the Santa Claus rally, and the key indicators of a recession from oil and gas prices to lumber and the Fed.

Feel free to shoot us an email at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics. ​

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Show Notes 

• The Good: Kroger has said food inflation is slowing
• The Bad: Blackstone has hit its redemption limit
• The Comical: The Santa Claus Rally
• Head Scratcher of the week: They clapped for Sam Bankman-Fried
• What is going on?

1. Employers added 263k jobs in November
2. Slower rates hikes are in our near future, says Jerome Powell
3. Tesla has delivered an electric semi to PepsiCo
4. Oil prices have hit pre-war levels

• Biggest Win: 10 year is down to 3.4%
• Time Machine: Lumber is 2022's worst performing commodity
• Quote of the week: "You plan, God laughs."
• Book a call with an advisor. 
• Follow along on Linkedin. 

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