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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…
Inflation
5 posts
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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 #12
Today’s outline
* Tale of Two Realities
* Lost Decade
* Secret Sauce Recipe
* Reality Check
* In case you missed it (Pix,…
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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 #1
Hi.
Since September of 2021, everyone has been talking about inflation after Chair
Powell opened the window for multiple rate…