NPCs | Wall Street non-player characters
The latest human-NPC character phenomenon has been around on Wall Street for many years
US equities | Big bear capitulates
Mike Wilson of Morgan Stanley and Marko Kolanovic at JP Morgan both capitulate on shorts… finally!
Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change
From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.
US equities | Martin Wolf | 100 trials for 100 days at $100
46 spot taken and 54 left for the 100 day Speevr trial offer
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US equities | Why are stocks up again?
What makes a ‘good’ market contra-indicator? S&P 500 re-enters overbought territory
China stimulus | Rising SST | LinkedIn jobs | AI supremacy
Hindsight analysts once again prove as useful as Anne Frank’s drum kit. This time with a less silly investment thesis. LinkedIn labor market data. China stimulus. Econ 101 exam. Trader’s classification revisited.
US equities | Who called it right (so far) this year
How would you do in an Econ 101 exam today? Brett Nelson and team at GSWM made the most accurate forecasts for 2023.
Inflation | Settling the transitory vs. non-transitory debate
No degree in Economics is required to know inflation tends to mean-revert
Market outlook | Superforecasters vs. Domain Experts
A near miss avoided again. Anticipating the next excuse by trapped shorts