FOMC | Merlyn proposed plan for Telecom Italia
The usual FOMC post-mortem and Merlyn Advisors’ plans for TIM
MERLYN RELEASE | TVALUE: A BRIGHTER FUTURE FOR TIM
Merlyn Advisors shares Telecom Italia investment plan details
FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
Grifols | ChatGPT On PPI
Give us reasons for why PPI was lower than official figures
PPI | The forgotten inflation measure
We were blind sided by that one
AI | A local peak in tech boom?
Morgan Stanley believe in AI… after a 30% rally in US equities
ARK | Nvidia | Robinhood | US Inflation
Are retail investors driving up Nvidia stock price? Is a correction near?
US CPI Inflation | Grifols
A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure
AMD CTO | Alan Brazil | Part 4 – What Happens Next In Housing, Inflation And The Economy
Interview with AMD CTO. Part 4 of Alan Brazil’s recent series on the US economy
Macro trades | Bad fundamentals, or poor timing and execution?
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