FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule
Switching to 37.5bp cut just because…
FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts)
The 25/50 debate and JP Morgan’s cut confusion
BOOK REVIEW: The Trading Game Is No Liar’s Poker 2.0
Memoirs of a whining millennial employee instead of Salomon bond trader
GSWM Review | Brazil-Musk | Free Speech, Censorship & Encryption
Brief review of GSWM outlook 2024. Apple vs. FBI
Rubrik (RBRK) | Q2 Earnings Preview
How much did CrowdStrike outages help?
John Thomas | US Election Ad Spending Figures
How much they’re spending and where. GS alt-data mishap?
US Yield Curve | Does Normalization Mean Anything?
A historical review and analysis on the yield curve slope
US Banks | GS/USB | At Record Highs
Because of CEO Solomon, or despite him?
Nvidia | What Industry Insiders Are Saying
Tech that’s difficult to explain or understand
Powell | Beyoncé & Swift Fake News
Punters have placed their bets with smaller stakes