public FoodForThought • 8 min read 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 FoodForThought • 13 min read Food for Thought #14 Hi. This month, China has been adopting new policies that we believe will materially affect the landscape in the 2H22,…
FoodForThought • 7 min read Food for Thought #8 Disclosure: All posts on Giro’s Newsletter are for informational purposes only. This post is NOT a recommendation to buy…