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A look into Shelter Inflation
Nov 29, 2022

A look into Shelter Inflation

And when it will peak...

The Weekend Edition # 65
Nov 27, 2022

The Weekend Edition # 65

Defensives in Play, The Yield Curve (Again!); Earnings - Best Buy & Deere; Calendars of the Week; What will Powell say?

Has the Dollar lost its mojo?
Nov 23, 2022
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Has the Dollar lost its mojo?

Or do we have "ways to go"?

FTX will hurt us all
Nov 16, 2022
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FTX will hurt us all

The negative wealth effect of crypto will hurt even the people who stayed away

The Weekend Edition # 64
Nov 13, 2022

The Weekend Edition # 64

The Bulls are back; Sentiment Data; Earnings summary; Calendars;

7.7% sent the market skyrocketing
Nov 10, 2022
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7.7% sent the market skyrocketing

A look under the hood of the October CPI Data and is it enough?

The Weekend Edition # 63
Nov 06, 2022

The Weekend Edition # 63

The Fed's message; No Fedspeak; Berkshire Hathaway Earnings; Calendars; Rumor vs. Reality

For the Love of Fundamentals
Nov 04, 2022

For the Love of Fundamentals

The Weekend Edition # 62
Oct 30, 2022

The Weekend Edition # 62

The market celebrates; Macro - Compensation; Earnings Recap; Calendars; Happy Halloween

When a trip costs $450,000 per day!
Oct 27, 2022
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When a trip costs $450,000 per day!

What's going on with LNG tankers

The Weekend Edition # 61
Oct 23, 2022

The Weekend Edition # 61

Market Recap; Housing; Earnings - J&J, Amex, Goldman Sachs and Boston Beer; Calendars

The Weekend Edition # 60
Oct 16, 2022

The Weekend Edition # 60

50% retracement complete; Aluminum or Aluminium?; JPM & UNH Earnings; Calendars; Closing Thoughts - Look out below

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When Macro and Momentum Meet, We See Opportunity

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