public
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.…
fed
7 posts
public
public
Food for Thought #18
What you need to know to protect your capital. Considering that 95% of the S&P 500 reported in the quarter, it sounds fair to go over the big numbers and to think about it.…
public
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…
public
Food for Thought #14
Hi.
This month, China has been adopting new policies that we believe will materially
affect the landscape in the 2H22,…
Food for Thought #3
Today’s outline
* The best least
* Handle the chips
* The next FED put
* Value in Relative Value
* Rotate to lending…
Food for Thought #2
On today’s post:
* Weird week
* FED put is still there
* Don’t be a hero
* Better Buy Oil
* Place…
Food for Thought #1
Hi.
Since September of 2021, everyone has been talking about inflation after Chair
Powell opened the window for multiple rate…