Calm Before the CPI Storm: Oil, the VIX, and America's Debt Problem

Today feels like a brief pause before the next wave hits. CPI data is coming and the market knows it, which means the volatility we have been living through is far from over. I go through what I am watching this morning and why I think the calm will be short lived.We cover oil prices, which remain elevated as the Iran war continues to grind on with no clear off ramp. I also break down the VIX. I talk about Goldman Sachs and American Express. If you bought either of those on the selloff, congratulations. I did not pull the trigger and I am honest about that.I also get into something that does not get enough attention in the financial media: the US government may need to print more money, and we are still sitting at a debt to GDP ratio of 122%. And I take a step back and talk about who this show is really for. Rigatoni Capital is built for the passive, long term, buy and hold investor. Someone who is not making a dozen moves a month, not glued to a trading terminal, but wants to think seriously about their portfolio and understand what is happening in the world around it. If that is you, you are in the right place.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #CPI #Inflation #VIX #OilPrices #Iran #DebtToGDP #GoldmanSachs #AmericanExpress #LongTermInvesting #BuyAndHold #PassiveInvesting #Macro #FederalReserve #RigatoniCapital #MarketVolatilityTickers:$GS $AXP $VIX $BTC