Macro Economics Archive
Inside Friday’s Bank Earnings (JPM WFC C), The Age of Magic Money and 3,749
January 17, 2021 · Category: Federal Reserve, Fundamental Analysis, Interest Rates, Macro Economics, Market Commentary, Stocks, Technical Analysis, Twitter, YouTube
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“The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem
December 19, 2020 · Category: Blogs, Coronavirus, Currencies, Economics, Foreign Exchange, Fundamental Analysis, Inflation, Instagram, Interest Rates, Macro Economics, Ray Dalio, Sentiment Analysis, Stocks, Technical Analysis, Twitter
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The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity
December 17, 2020 · Category: AMZN, Bitcoin, Books, Everything Bubble, Federal Reserve, Fundamental Analysis, Instagram, Macro Economics, Market Commentary, Stocks, Technical Analysis, Twitter
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The Bull Case, Case Study In Mania: DIS, Clissold Twitter Thread, Hedge Fund FOMO
December 13, 2020 · Category: Big 5, Everything Bubble, Federal Reserve, Fundamental Analysis, Macro Economics, Philosophy, Seasonality, Sentiment Analysis, Short Selling, Stocks, Twitter
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The Technicians Are Unanimously Bullish, COUP & SFIX Earnings, Pulling No Punches
December 8, 2020 · Category: Blogs, Business and Investment Philosophy, Everything Bubble, Federal Reserve, Fundamental Analysis, Macro Economics, Stocks, Technical Analysis, Twitter
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Small Cap Mania, Extreme Bullishness, The $ At Support
November 24, 2020 · Category: Blogs, Business and Investment Philosophy, Currencies, Inflation, Interest Rates, Macro Economics, Market Commentary, Sentiment Analysis, Technical Analysis, Twitter
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The Likely Narrative Through Year End, The Bear Market Rally of 1929-30, Historic Overvaluation
November 23, 2020 · Category: Federal Reserve, Fundamental Analysis, History, Macro Economics, Market Commentary, Seasonality, Stocks, Technical Analysis
The vaccine announcement has given bullish investors a put option - Jim Paulsen, CIO, The Leuthold Group on "The Vaccine Put", quoted in Ben Levishon, Barron's, The Trader Column, November 21, 2020
For the last 6 weeks ...
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Interpreting the Disconnect Between Earnings and Stock Prices: The Cases of DIS & MCD
November 13, 2020 · Category: Coronavirus, Federal Reserve, Fundamental Analysis, Howard Marks, Macro Economics, Market Commentary, Ray Dalio, Stocks, Technical Analysis
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The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
October 14, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Government, History, Howard Marks, Inflation, Interest Rates, Macro Economics, Market Commentary, Short Selling, Stocks, The Big 5
Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday's memo, "Coming ...
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The Great Disconnect and The Fed Put
June 25, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Gold, History, Inflation, Macro Economics, Market Commentary, Real Estate, Sentiment Analysis, Stocks
Everyone can see and feel that this is different and can sense the bizarre nature of the market response: we are in the top 10% of historical price earnings ratios for the S&P on ...
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