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The Fed Will Hike 50 On May 4 But Powell Isn’t Volcker
The market started pricing in an extremely hawkish Fed after comments by Fed Chair Powell last Thursday in a panel discussion with ECB President Christine Lagarde. The NASDAQ was down big both Thursday and Friday and commodity and precious metals…
The Fed Will Pivot And The Market Will Bottom
Last Thursday The Wall Street Journal’s Greg Ip wrote an excellent column in which he argued that the Fed’s “critical junctures” i.e. hard decisions are still ahead of it. For the most part it’s been relatively easy for Powell to…
Jan CPI Comes In Hot Sending 10 Year Yield Above 2%
The January Consumer Price Index (CPI) report came in hotter than expected Thursday morning sending the yield on 10 year treasuries above 2% for the first time since 2019. As a result, futures markets are now pricing in a more…
Be OMO Not FOMO, The Resumption Of The Bear Market, NFLX Is Extremely Overvalued
I wouldn’t be taking as big of a risk because of valuations. It’s terrifying how narrow the rally has been. You need growth to surprise to the upside. If not, high multiples can get compressed, and that can happen quickly….
