An interest rate review after January FOMC and PCE data. Thoughts on tariffs, Treasury issuances, 10-year UST Yield, TLT.
No Pay Wall, But Please Do Share. The First Buddy Gets A Pardon.
Quarter Ending December 31, 2024. When unexciting revenue meets big spending.
Will the Fed shake the stock market again like they did in December? Plus a take on the real reason for Monday's selloff.
Citigroup enjoyed a strong quarter, with high growth in Markets and Banking. But share price could face near-term resistance.
The sleepy giant of Wall Street awakens?
Liquidity, Yields, Oil, Tariffs, China, Gold, Bitcoin, SPY, QQQ...we talk about all they all link together
"Instead of paying $12 a month for Netflix, you can DCA into its shares, and make 5-figures over 20 years" - FinTwit Guru.
TSLA shares could face near term headwinds. Plus a chart update on NFLX.
Trump’s second term of putting America first begins with his own meme coin and tariffs on Canada and Mexico. Bitcoiners are disappointed. Plus a quick chart update ahead of NFLX earnings.
We analyse China's GDP, Trump 2.0, US-China Bond Yield Spread, and KWEB's price technicals.
The Fed unlikely cuts again soon, but TLT may have found a bottom, with equities resuming their climbs. (TLT, QQQ, SPY, NVDA, AAPL, AMZN, TSLA, MSFT, GOOGL, META)
