With the last few sets of Inflation data coming in over the last few months, it does perhaps look like the worst of the inflation nightmare is behind us … the peak looks to have past. In Fact the last round of data came in at expectation.
But make no mistake … just because the peaks looks to have past, doesn’t mean that the economic picture has suddenly become nice and rosy. Let’s just rip the band-aid off … things aren’t good. The last year-on-year CPI figure (Dec 14’22) came in at +7.1%, up from +6.8% 12 months earlier. That’s still 14.4% in 2 years. Hell, the Month-on-Month number was still +0.1% … inflation is going up … still. 
When it comes to the markets, things have been a bit all over the place … so much so trying to make sense of things is frankly maddening. But its safe to say that the topics that have been dominating have been Inflation and the federal reserve … and its commitment to fighting inflation.
But investors and traders themselves are doing their bit … seemingly on a day to day basis. You don’t have to look through too much history (re: the S&P 500 index) just in the last few months to see whiplashing movements in both directions, where each downward movement is followed by some article about ‘Worries of inflation pushes markets lower …’, each upward movement followed by trailing headlines, ‘Worries of inflation easing …’
It only takes a cursory look through the blog roll here to see that to date there have been two primary topics of discussion; ‘Education for Business’ and ‘Financial Independence for wealth.’ Hardly two interests that you would expect to find under a website or company with ‘Industries’ in its name.
Education frankly (as the web traffic highlights) isn’t a sexy subject, and personal finance is a deeply polarizing subject, particularly when we weigh up personal values in concert with the ‘have’s’ and the ‘have nots’. My personal interest in finance actually has far less to do with having more of it, than the ability to leverage it as a tool – to use it for bigger and better … ‘Industrial’ things!
However in recent times, bigger things have taken centre stage – and at the foundational level we get to the matter of ‘Energy’.