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Food for Thought #19
This week, there was a complete change in investors’ humor. As the S&P 500 rebounded almost 10%, the FinTwit community re-emerged from hiding, with everybody explaining how they nailed the market’s bottom.…
China
7 posts
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Meanwhile in China
On Friday, Beijing held a symposium
[https://www.bloomberg.com/news/articles/2022-04-29/china-s-politburo-pledges-efforts-to-meet-economic-targets]
on the heels of the Politburo…
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Food for Thought #15
FOMC is Approaching; Uninspiring Earnings Season; Technical Doesn’t Help; Neither Does Amazon; Last Hope; Meanwhile in China; Politburo Highlights; Reiterating the View…
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Food for Thought #14
Hi.
This month, China has been adopting new policies that we believe will materially
affect the landscape in the 2H22,…
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Food for Thought #11
Today’s outline
* Not Cool
* The Empty Breadbasket
* Add Fuel to the Fire
* A Fart in the Breeze
* Not Buying…
Food for Thought #9
Today’s outline
* Latest Posts
* Don’t hesitate
* Pill hard to swallow
* Oil tumbles
* What charts are telling us?
* In…
Food for Thought #3
Today’s outline
* The best least
* Handle the chips
* The next FED put
* Value in Relative Value
* Rotate to lending…