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,…
public FoodForThought • 7 min read Food for Thought #12 Today’s outline * Tale of Two Realities * Lost Decade * Secret Sauce Recipe * Reality Check * In case you missed it (Pix,…
public FoodForThought • 7 min read Food for Thought #11 Today’s outline * Not Cool * The Empty Breadbasket * Add Fuel to the Fire * A Fart in the Breeze * Not Buying…
FoodForThought • 4 min read Food for Thought #1 Hi. Since September of 2021, everyone has been talking about inflation after Chair Powell opened the window for multiple rate…