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September 30, 2022
Don't fixate on the latest inflation numbers as they're already old, writes Peter Tchir, who says It won't be surprising to see the data begin to tilt toward lower inflation in coming months....QQQ
September 26, 2022
Let's check out the dumpster fire in the United Kingdom -- just as we were turning to Japan's yen move.
September 21, 2022
We got the expected three-quarters of a percentage point hike -- why didn't it raise rates by 1.5%? Here's my take.
September 21, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
September 19, 2022
Here's what I see with Fed action ahead and why I'm not so worried about stagflation -- unless we really mess things up....FDX
September 13, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
September 13, 2022
(Bloomberg) — A broad-based selloff sent equities to their worst day in more than two years after hotter-than-expected inflation data fueled bets on a jumbo hike by the Federal Reserve next week. Treasury yields surged and the dollar gained. Across the board selling sent the S&P 500 down…
September 12, 2022
It;s doubtful August's CPI report will tell us anything we don't already know, writes Peter Tchir, who says investors know inflation is easing, so the markets may not move much when the latest Consumer Price Index numbers are revealed.
September 9, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
September 9, 2022
What's not to like about US Tech stocks? Everything. Deal with it....AAPL