2022.05.16 Weekly Note
Have we seen peak fear for now?
Latest
2022.05.09 Weekly Note
So no reprieve then?
2022.05.02 Weekly Note
Post-FOMC reprieve?
2022.04.25 Weekly Note
Some EOM pre-FOMC respite?
2022.04.18 Weekly Note
Nope. It’s not different this time.
2022.04.11 Weekly Note
Tell me anything that’s good for markets…
2022.04.04 Weekly Note
No better than neutral, at best…
2022.03.28 Weekly Note
Some pressure cooking against Equities…
2022.03.21 Weekly Note
Inflation Invasion Inversion — what’s changed?
2022.03.14 Weekly Note
FED and BOE on deck — sticking to the script…
2022.03.07 Weekly Note
Sell. Every. Rally.
2022.02.28 Weekly Note
Typical bear market rally?