Process, Contextualising Thursday, Rates & Gold, Levels for next week
Reflexivity, Employment, Powell, Volcker & the Crypto Crash
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Volatility, Europe, Election cycles, Lurking risks in Crypto, Sentiment and more.
No Pivot Powell, Growth, PMIs, Housing and META
Megacap Earnings, Bonds and Dollars, China, and the Santa Claus rally FOMO.
QT > Rates
Weekly Wrap Up, CB LaLaLand, Earnings and some forward looking speculation.
US-China Trade Policy, UK's slowing economy, Global Housing and the deflating components of Inflation
Bottom Picking is stinky business, A note on CPI, Useful market indicators, Most bear are on the sidelines
How low interests rates distorted the world, hampered growth, bred market bubbles and financial instability.
A lot changes in 2 days, Energy rips, Fed Talk & The big picture
