Episodes
-
Be disciplined and clean our your mental attic, each quarter.
-
No surprises here: Profits, Earnings, and Revenue Growth.
-
Missing episodes?
-
Look into the conglomerates sector, to find one.
-
After the FOMC cut 50 bps, here is what to expect.
-
In other words, can U.S. macro data trump any U.S election uncertainty?
-
Less uncertainty is usually a benefit.
-
Or is the event of a SEP rate cut 'all priced in'?
-
Can this “AI” Cap-ex boom keep driving ahead?
-
Likely, it takes several months of macro data to answer that question.
-
This is perhaps the biggest worry, now.
-
It is time, for a health check, on the all-important U.S. consumer.
-
Rate cuts in Europe and Latin America, not the USA, get me thinking.
-
The Electric Vehicle Downcycle May Have Broader Consequences.
-
Bond and stock traders fell in line -- with Fed consensus. For now.
-
Oftentimes, strong momentum trading leads to more momentum.
-
There’s always two sides to every argument. But one may be stronger.
-
An Aggressive Posture on Asset Allocation Can Remain Attractive.
-
“Don’t Fight the Fed” may be too dominant a theme, now.
-
After Davos is over, let’s prognosticate from the cheap seats.
- Show more
