Macro Economics Archive

Big Tech Continues To Lead Market Higher, The Case For Gold Now

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Posted by Greg Feirman  ·  Comments Off on Big Tech Continues To Lead Market Higher, The Case For Gold Now

A Close Read of Crescat’s March Letter “A Collision of Macro Narratives”

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Posted by Greg Feirman  ·  Comments Off on A Close Read of Crescat’s March Letter “A Collision of Macro Narratives”

QE and the K-Shaped Recovery, Copper at 9 Year Highs, Interpreting Rising Interest Rates, WMT Earnings

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Posted by Greg Feirman  ·  Comments Off on QE and the K-Shaped Recovery, Copper at 9 Year Highs, Interpreting Rising Interest Rates, WMT Earnings

Playing The Bubble: 1 – Bianco: The Bull Case, 2 – Aaron Jackson: NOT The Bull Case, 3 – Cathie Wood on CNBC Fast Money Re: PLTR, 4 – SHOP Earnings

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Posted by Greg Feirman  ·  Comments Off on Playing The Bubble: 1 – Bianco: The Bull Case, 2 – Aaron Jackson: NOT The Bull Case, 3 – Cathie Wood on CNBC Fast Money Re: PLTR, 4 – SHOP Earnings

Week In Review, MJ: The Highs And The Lows, Josh Brown: “Valuation Is Junk Science”, Kiddie Technicians: Just The Beginning, Rising Commodity Prices, Rising Interest Rates, VIX Closes < 20

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Posted by Greg Feirman  ·  Comments Off on Week In Review, MJ: The Highs And The Lows, Josh Brown: “Valuation Is Junk Science”, Kiddie Technicians: Just The Beginning, Rising Commodity Prices, Rising Interest Rates, VIX Closes < 20

MJ: Mary Jane’s Last Dance, Microcap and Penny Stocks, Global Stocks +$50 Trillion Since Pandemic, UBER Earnings

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Posted by Greg Feirman  ·  Comments Off on MJ: Mary Jane’s Last Dance, Microcap and Penny Stocks, Global Stocks +$50 Trillion Since Pandemic, UBER Earnings

S&P Closes Below 50 DMA, AAPL: False Breakout?, CAT Earnings: No V-Shaped Recovery, The Fed and The Bull Market Since 2009, The Crowd’s View: Just A Correction

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Posted by Greg Feirman  ·  Comments Off on S&P Closes Below 50 DMA, AAPL: False Breakout?, CAT Earnings: No V-Shaped Recovery, The Fed and The Bull Market Since 2009, The Crowd’s View: Just A Correction

Inside Friday’s Bank Earnings (JPM WFC C), The Age of Magic Money and 3,749

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Posted by Greg Feirman  ·  Comments Off on Inside Friday’s Bank Earnings (JPM WFC C), The Age of Magic Money and 3,749

“The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem

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Posted by Greg Feirman  ·  Comments Off on “The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem

The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity

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Posted by Greg Feirman  ·  Comments Off on The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity