Top Gun FP Client Note: The Causes Of The Financial Crisis
Here’s the PDF file for this weekend’s client note: Top Gun FP Client Note: The Causes Of The Financial Crisis.
Here’s the PDF file for this weekend’s client note: Top Gun FP Client Note: The Causes Of The Financial Crisis.
Financials are leading markets down today (XLF: -3.47%) on a downgrade of Citigroup (C: -6.43%) and a consideration that the Fed might really mean what it says and not cut rates again on Dec. 11. The Fed talked a tough…
Contemporary financial markets are more about forecasting monetary policy than analyzing company fundamentals. And what we’ve seen in the first two and a half weeks of 2024 is a recalibration of expectations about how quickly and how much the Fed…
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Two weeks ago people were talking about the end of the bear market and a new bull market. Now – after Powell’s speech – the narrative has completely reversed course and most seem to be expecting new lows imminently. In…
Tuesday was another typical day: QQQ: +0.69% S&P: +0.27% S&P Equal Weight (RSP): -0.41% Small Caps (IWM): -0.34% While the bulls won the day at the index level, beneath the surface most stocks are going down. On the NYSE and…