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