5 Comments
User's avatar
Lee Bell's avatar

Thank you for your discipline and insight. Your defined process cannot be replicated, in my opinion. I generally do not keep close tabs on the day to day or week to week underpinnings, but your knowledge keeps me in touch and provides top tier value to me.

LW's avatar

This makes it worth my time. Thanks for the feedback!

Marko Bjegovic's avatar

Thanks. For anyone interested, here are my May CPI estimates which have been better than Wall Street 70%-75% of the time:

https://arkominaresearch.substack.com/p/may-2026-cpi-estimate

JulioLam's avatar

Great insight. One question what A/D line are you looking at, is NYSE A/D good enough ($ADD)

Watson1988's avatar

Another outstanding article, Lob! Once again I learned some new stuff